Wallace Claims Briefcase #1

Online Applications

Sexual harassment claims can be dramatic and even sordid but others can be somewhat innocent in nature. Some time ago, we encountered a claim that originated from an unmarried dentist dating one of his unmarried dental assistants. The relationship was consensual and continued for several months. Eventually, the dentist ended the personal relationship and the…

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Tax Cuts & Jobs Act

An Update from Miles Kellum, CPA When at parties, I typically try to avoid bringing up what I do for a living. Nothing makes people’s eyes glaze over faster than the words Certified Public Accountant. When I do get cornered into stating my profession, a common follow-up is “what are you going to do once…

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How #MeToo Could Affect YOU

We’ve all been witness to the incredible events surrounding the #MeToo movement. The allegations of sexual harassment (and worse) made against Harvey Weinstein led to accusations of wrongdoing against a string of powerful men by their subordinate co-workers. This, in turn, led to very public scrutiny. True or not, these allegations are costly. It stands…

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If I worked with my hands (and back and neck……)

OK, I’m only your insurance guy (or maybe just one of your insurance guys….. let’s fix that) but I’m also a life-long exercise junkie. Since graduating from college over a million years ago I’ve played soccer, bicycled, weight trained and practiced yoga, at times possibly to excess depending on who you ask. We even boast…

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Personal Umbrella Policy

My wife and I walk to Starbucks every Sunday morning for a light breakfast. We generally sit outside to enjoy the early morning Summer weather. On a recent Sunday, As we sat enjoying our coffee and scones, a small compact car rear-ended a larger SUV at the stop light at the corner. It was a…

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