CPA CPE Forum Slated for June 12 in Manchester, NH

MANCHESTER, NH — Eldridge Investment Advisors will host it annual CPA CPE Forum on Thursday, June 12, 2014 at The Derryfield in Manchester, NH. The keynote speaker will be Natalie B. Choate, a leading speaker on estate and distributuion planning for retirement benefits.
Topics for CPAs and clients will include:
  • IRA Punishments and Remedies
  • Minimum Distribution Rules
  • Lifetime Retirement Distribution Strategie
  • Social Security
  • Investment Insights.
For more information or to register, go to: CPA CPE Forum 2014


Trends: NH Legal Services Landscape

The New Hampshire Business Review explores the changing legal services landscape in the state interviewing a handful of attorneys in the state for their opinions on what is shaping the market for local and regional law services. The article positions...
"Attempts to commoditize and a growing do-it-yourself attitude about legal services are just two trends contributing to the post-recession struggles of lawyers and law firms nationwide. Negative news — such as layoffs, closures, mergers, rate cuts and lawyer under- and unemployment — have dominated headlines in the national legal press in recent years."
Read the full article here on NHBR.com: New Hampshire attorneys, firms confront a changed legal services landscape


Robert Shea To Be Chair of SBANE Board

The Smaller Business Association of New England (SBANE) has announced that Massachusetts Employment Lawyer Robert Shea has been elected chair of its board of directors for a two-year term. Shea is a partner at Morse, Barnes-Brown & Pendleton where he focuses on employment law matters.
He has served on the Board and Executive Committee at SBANE for several years, most recently as Secretary, and has been very active in supporting SBANE committees, programs and events. See full press release.


Law Firm Offers Fixed-Fee ATM Patent Troll Solution

Law firm Gallagher, Callahan & Gartrell has negotiated a Master Sub-License Agreement providing a streamlined, flat-rate group settlement approach for financial institutions challenged by patent infringement letters from Automated Transactions LLC. Many banks, credit unions and ATM networks have received these letters claiming that their ATM operations infringe patents held by the company.

The Gallagher firm has organized numerous financial institutions into groups over the last two years to negotiate sub-license agreements from Automated Transactions, resulting in substantial discounts and cost efficiencies as an alternative to expensive litigation. While no financial institution is happy about paying for a sub-license, it is a solution to a vexing problem and can provide finality. The firm has advised approximately 200 financial institutions in assisting them to make a decision.

For more details on the Master Sub-License Agreement to the ATM patent troll solution, click on: Innovative Solution to ATM Patent Troll Claims Now Available.


Vermont Personal Injury Lawyers Create New Law Firm — Maley and Maley PLLC

BURLINGTON, VT — Two prominent Vermont trial attorneys, John and Christopher Maley, have opened a new law firm dedicated to personal injury and medical malpractice plaintiff litigation. Maley and Maley PLLC, founded the father-and-son team of John P. Maley and Christopher J. Maley, will represent individuals who have been seriously injured or the families of those who have been killed due to negligence or medical malpractice. The firm is located at 30 Main Street, Suite 450 in Burlington, Vermont.

Both Maleys are Burlington natives and have distinguished careers as trial attorneys. Each has received the highest (AV Preeminent ®) peer-review rating from Martindale Hubbell and is listed in the current edition of The Best Lawyers in America® for medical malpractice law and personal injury litigation.


New England Super Lawyers® Includes Eight Attorneys from Gallagher, Callahan & Gartrell

CONCORD, NH — Eight attorneys from Gallagher, Callahan & Gartrell, PC, have been named to the 2013 list of New England Super Lawyers® and New England Rising Stars®. Those chosen represent 5% of the attorneys in New Hampshire for the Super Lawyers® list, and no more than 2.5% of the lawyers in the state for Rising Stars® list. Attorneys are listed with the area of practice for which they are being recognized.


Health Reform for Emerging Markets

William Gallagher Associates' Employee Benefits and Consulting Services presents Health Reform for Emerging Markets: Effective Cost Strategies To Mitigate PPACA's Impact, on Tuesday, October 22, 2013, 3:00-5:00 p.m. at The Waltham Westin, Waltham, MA.

The program is designed to assist Massachusetts human resource teams and C-level decision-makers in deciphering the overwhelming amount of information now being presented regarding the Patient Protection and Affordable Care Act. Areas of focus will be:
  • Health reform compliance and due diligence
  • Rating factor changes
  • Exchanges – private vs. public
  • Evaluation of plan design and creative options (Wellness incentives, Contribution strategy, Self-funding)
For more information and to register, go to: Health Reform for Emerging Markets


Infoworks! Wins Web Design Award for Law Firm Website

Boston-based marketing and communications consultant Amy Campbell is pleased to announce that her firm Infoworks! has been selected for a 2013 WebAward for development of the website funkandzeifer.com. The website entry earned a "Standard of Excellence Award" in the legal category in the Web Marketing Association's annual web design competition that judges websites in over 50 categories on criteria including design, content, technology, copyrighting and ease of use.

Campbell said, "It is particularly gratifying for a small shop like Infoworks! to win alongside some large agencies and to know that we can deliver comparable, top-rate website experiences for law firm customers."

Campbell cites three of the chief assets of the winning site are responsiveness, content and search engine optimization (SEO).

For more information is available at infoworks1.com.


Cooley Manion Jones Announces Split

Cooley Manion Jones LLP has announced the firm will become two new firms: Manion Gaynor & Manning LLP and Jones Kelleher LLP, effective January 1, 2014. The decision comes during a period of significant growth for the firm and allows each new entity to optimize its position.

Both firms will focus on their core competencies. Jones Kelleher LLP attorneys will focus on personal injury and medical malpractice representation in New England. Manion Gaynor & Manning LLP’s 56-lawyer firm will continue its practice of business litigation, products liability and complex tort litigation with offices in Boston, MA, Los Angeles, CA, Providence, RI, San Francisco, CA and Wilmington, DE. 


Two NH Retirement Plan Advisors in LPL Financial's Top-Tier Group

Manchester, NH — Two retirement plan advisors at Eldridge Investment Advisors, Inc. — Stephen F. Eldridge and Sean P. Riley, have been named to newly launched Retirement Partners Group (RPG), an exclusive network of highly experienced LPL Financial-affiliated advisors who focus primarily on advising retirement plans for small to large companies. Only a small percentage of LPL Financial advisors are qualified for membership in this elite group. Read full news item here.


Obamacare: Business Mandate Delayed One Year

Announced on the Treasury Notes blog, the Obama administration announced today a one-year delay in applying the employer mandated insurance requirement of the Affordable Health Act (ACA):
"The Administration is announcing that it will provide an additional year before the ACA mandatory employer and insurer reporting requirements begin. This is designed to meet two goals. First, it will allow us to consider ways to simplify the new reporting requirements consistent with the law.  Second, it will provide time to adapt health coverage and reporting systems while employers are moving toward making health coverage affordable and accessible for their employees. Within the next week, we will publish formal guidance describing this transition.  Just like the Administration’s effort to turn the initial 21-page application for health insurance into a three-page application, we are working hard to adapt and to be flexible about reporting requirements as we implement the law."
To read the full announcement, go to the Treasury Notes blog post here: Continuing to Implement the ACA in a Careful, Thoughtful Manner.


Christopher Maley To Lead Vermont Trial Lawyers Group

Attorney Christopher J. Maley was elected president of the Vermont Association for Justice at its annual convention on May 17. Maley will serve as the organization’s president for the 2013-2014 term. Maley is a native of Burlington, Vermont, and a partner in the law firm of Maley and Maley PLLC. He is a plaintiffs trial attorney practicing is the area of personal injury law, medical malpractice and products liability.

See full release.


Massachusetts Employment Law Blog Features Monthy Wage and Hour Tips for Employers

Morse, Barnes-Brown & Pendleton has launched a new blog authored by its employment law team. The Massachusetts Employment Law Blog features legal news and updates for Massachusetts employers including a regular feature called The Wage and Hour Law Monthly Tip. Massachusetts employers can subscribe to the blog by filling out the form in the right hand column of on the blog. You can find the blog at: employmentlawblogma.com.

Morse, Barnes-Brown & Pendleton's employment attorneys represent employers that range in size from small technology start-ups to Fortune 1000 companies across a wide spectrum of industries, including software, medical devices, professional services, financial services, construction, manufacturing, retail, non-profit and healthcare.


Gallagher, Callahan & Gartrell Selected Construction Law Firm of the Year in NH

CONCORD, NH — Gallagher, Callahan & Gartrell has been selected the 2013 Corporate Intl MagazineConstruction Law Firm of the Year in New Hampshire.’ Corporate INTL conducts comprehensive research before carefully selecting winners in various areas of law from all over the world. Gallagher, Callahan & Gartrell represents buyers, sellers, developers, investors, lenders, franchisers, municipalities, utilities and individuals in a wide range of real estate transactions across New Hampshire. The firm’s real estate attorneys are uniquely positioned to assist clients with acquisitions and sales, entity selection and tax advice, real estate development, and secured financings. They are also well versed in the intricacies of New Hampshire shoreland development and represent clients in matters related to shoreland development permits, waterfront site assessment studies, and shoreland enforcement actions.


Kevin Whitmore Receives Divorce Financial Analyst Certification

Kevin Whitmore, an investment representative with Eldridge Investment Advisors in Manchester, NH, has received certification as a Divorce Financial Analyst from the Institute for Divorce Financial Analysts.™ The role of the CDFA™ is to assist the client and his/her lawyer to understand how the financial decisions he/she makes today will impact the client’s financial future.

Whitmore joined Eldridge Investment Advisors in 2005 where he manages investment portfolios for growth and income with an emphasis on tax efficiency. As an independent financial advisor, he is dedicated to providing personal wealth planning and asset management services through a fee-based platform.


How To Avoid Employee Retaliation Claims

Massachusetts employment lawyer Robert M. Shea writes in a recent article on retaliation claims, that such claims now account for 37% of all claims filed with the U.S. Equal Employment Opportunity Commission (EEOC). He cites two reasons: the laws have broadened the scope of those protected against retaliation, and that by their nature, retaliation claims have a higher success rate when compared to other types of claims such as harassment.

Shea offers for employers these five steps on how to avoid retaliation claims:
1. Implement a policy prohibiting unlawful retaliation
2. Provide managers and supervisor with training
3. Do not ignore or isolate claimants
4. Consider additional protective measures
5. Closely review subsequent employment actions
Each of these steps is discussed in more detail in the full article. To ready the article, click on: Steps to Avoid Claims of Unlawful Retaliation.


Obama Care for Employers — USLAW Webinar

New Hampshire employment lawyer Beth Deragon will be a co-presenter at Preparing to Implement ObamaCare, on Tuesday, April 30, 2013 (1 p.m. Eastern time), a webinar that will highlight for employers the provisions of the Patient Protection and Affordable Care Act (PPACA), also known as "ObamaCare."

This webinar, offered through USLAW Employment EduNet, will strive to answer the following questions for employers:
  • Does the PPACA apply to my business?
  • How do I determine whether I am a large employer subject to the act?
  • If I am a large employer subject to the new law, what type of healthcare coverage must I offer and to whom?
  • If I am a large employer and do not offer affordable healthcare to my full-time employees, what penalties can be assesses against me?
  • If I am not a large employer, do I still have obligations under the PPACA?
Click here to register.


H-1B Visa Cap Expected To Be Reached Quickly

Immigration attorney Grant Godfrey has published an H-1B Cap FAQ to explain what employers and employees can expect regarding the FY 2014 H-1B Visa season that opens on April 1, 2013. This is important for companies wishing to sponsor foreign nationals for new H-1B “specialty worker” visas. The U.S. Citizenship & Immigration Service and cautioned that this year’s H-1B Cap could be reached within weeks, if not days of the cap opening up. Attorney Grant's FAQs help employers, and their employees, understand the implications if the H-1B Cap is reached quickly. Grant is an immigration attorney with Massachusetts business law firm Morse, Barnes-Brown & Pendleton with offices in Waltham and Cambridge, MA.


New York City Energy Lawyer Forms Boutique Firm

Boston-based Infoworks!, a marketing and communications consulting firm that assists small to medium sized law firms with strategic and hands-on web marketing services, announces the launch of a new website for New York energy law firm Funk & Zeifer LLP.
Funk & Zeifer was formed in May 2012 as a law boutique focused on energy, construction, business and intellectual property law. The firm, located in New York City, represents energy services companies, utilities, governmental entities, businesses, schools, foundations, not-for-profits and individuals. See recent energy transactions.

Founding partners are: Peter V.K. Funk, Jr., who focuses his practice on unregulated and regulated energy, renewable and alternative energy, energy conservation, financings and construction; and F. Ellen Zeifer, who focuses her practice on IP and art law and energy transactions.


CPA CPE Forum Scheduled for June 11, 2013 in Manchester, NH

Eldridge Investement Advisors (Manchester, NH) has announced the date of its next CPA CPE Forum, which will be held June 11, 2013 in Manchester. The full-day event will feature educational presentations for CPAs on topics such as social security, retirement plan compliance and ERISA regulation. CPAs can earn up to 8 1-hour continuing professional education (CPE) credits with the additional opportunity to receive up 10 CPE credits through take-home materials. Details on the event are available via the event mailing list at: www.eldridgeco.com.


Developing an App? What You Need To Know About IP and Ownership

Massachusetts video game attorney Michael Cavaretta has written an article that is a must read for any aspiring or current app developer.
Developing an app? Make sure you own it! is published by Adobe Developer Connection in its Gaming section.
It is a good read for developers as well as founders, employees, and independent contractors.

Cavaretta represents information and technology businesses, including Internet, videogame and other interactive media companies, software companies, and entertainment and publishing companies. He is experienced in strategic alliances, intellectual property licenses, videogame development and publishing deals, technology development and distribution transactions, and trademark and copyright protection and registration. His experience includes serving as director of licensing for Mattel Interactive, counsel for The Learning Company, Inc., which at the time was the second-largest consumer software company in the world, and director of strategic alliances for Sonera Corporation, a global provider of wireless Internet portals, games, content and mobile value-added services.


Top 10 IP Developments of 2012

Massachusetts patent attorney David Fazzolare has penned a Top 10 list of significant intellectual property developments of the past year. He prefaces the list by saying that the most obvious development has been left off the list as it could fill up a whole top 10 by itself — the America Invents Act.

Here is half of his top ten:
1. Mayo Collaborative Services v. Prometheus Laboratories, Inc.
2. Supreme Court Grants Cert in Isolated DNA Patent Case
3. Akamai Technologies Inc. v. Limelight Networks Inc. and McKesson Technologies Inc. v. Epic Systems Corp.
4. Rosetta Stone Ltd v. Google Inc.
5. Viacom International Inc. v. YouTube Inc. 
To view the rest, you'll have to click through to the article: Top 10 Trends in IP.



Stephen Eldridge Among Top LPL Financial Advisors

Stephen F. Eldridge, an independent financial advisor at Manchester, NH-based Eldridge Investment Advisors, Inc., was recognized recently as a top financial advisor and named to the LPL Financial Chairman’s Council. The honor is based on a ranking of all registered advisors supported by LPL Financial LLC, the nation’s largest independent broker-dealer, and is awarded to less than 1% of the firm's 13,100 advisors nationwide. Steve has more than 39 years of direct industry experience as a financial advisor and retirement planning consultant. For more information, see: http://www.eldridgeco.com.


NH Employment Legislation to Watch in 2013

Eight bills before the New Hampshire Legislature in the 2013-2014 session have been identified by Employment Law blogger Beth Deragon as having potential impact on NH businesses. The bills will affect these areas of employment law.
  • Minimum wage
  • Worker's compensation
  • Unemployment security
  • Immigration
  • Credit Checks
  • Social Media
See Deragon's post at:

NH Employment Legislation: Bills That Could Impact Your Business in 2013-14 Session 

on her blog: NH Employment Law Blog for Business


Boston Medical Malpractice Law Firm Receives National Recognition by U.S. News & World Report / Best Lawyers®

Boston law firm Lubin & Meyer has been awarded a national tier one ranking in the 2013 edition of U.S. News - Best Lawyers "Best Law Firms." The firm received the top national ranking in the area of Medical Malpractice Law. In addition, the firm has also been awarded a metropolitan (Boston) tier one ranking in both the areas of Medical Malpractice Law and Personal Injury Litigation.

The firm has received a metropolitan Boston tier one ranking each year since the Best Law Firm Rankings has been published, but this is the first time it received the national tier one ranking. Located in Boston with attorneys licensed and practicing in Massachusetts, New Hampshire and Rhode Island, Lubin & Meyer is known for its innovative style and large verdicts and settlements for medical malpractice lawsuit including birth injury cases. The firm has achieved some of the largest medical malpractice and personal injury verdicts in state history. The firm regularly obtains more $1 million-plus outcomes than any other individual firm

Read the full news item: Lubin & Meyer Receives National Recognition


IRC Section 409A Guide: Correcting Deferred Compensation Plan Violations

CONCORD, NH — Attorney Dodd Griffith, a business lawyer with a background in corporate, tax, securities and real estate law at Gallagher, Callahan and Gartrell, presented recently at the Annual Tax Forum sponsored by the New Hampshire Society of CPAs and the New Hampshire Bar Association on correcting deferred compensation plan violations.

He covered the types of deferred compensation that are subject to the IRC 409A rules, common errors of noncompliance, and the penalties for failing to comply. He reviewed the IRC 409A self-correction program guidance offered by the IRS, and the current audit guidelines. Griffith along with Kenneth Wolfe, a CPA with Nathan Wechsler & Co., have co-authored an in-depth, 48-page guide to Section 409A and the 409A Rules. The guide can be downloaded at the following link: Correcting Operational and Document Failures to Comply with IRC Section 409A.


Banks: ATM Patent Settlement Group Deadline Is October 31

CONCORD, NH — Gallagher, Callahan and Gartrell, PC, has announced an October 31, 2012 deadline to join its Multi-State Bank Group 3 for purposes of negotiating sub-license agreements in response to claims of patent infringement of ATM technology from Automated Transactions LLC (ATL).

Banks across the country have received letters from ATL claiming that their ATM operations infringe patents held by the company. The Gallagher firm has previously organized two groups in the last year to negotiate sub-license agreements from ATL for their members. The currently organized group, Multi-State Bank Group 3, is the largest to date. The window for joining the group ends October 31, 2012. The group is open to any bank, whether or not it has received a letter from ATL. It even includes any bank engaged in litigation with ATL which can join without penalty.

For more information on joining this group, see the full news item here.

Related article from Gallagher law firm:

Banks find power in numbers when resolving ATM technology patent infringement claims


Probate Court Administration in Massachusetts

What is probate court? And when must you go through probate? According to estate attorneys at Moschella & Winston in Somerville, MA, there are two two types of probate administration in Massachusetts. (Probate is the legal process that takes place after someone dies.) See their Massachusetts Probate Court FAQ for more information.

The first type of probate involves a will, in which case a person’s estate and assets will pass according to the directions set forth in the will. The second form of probate is for people who die without making their wills, and is called "intestacy". In both cases, the probate court in Massachusetts oversees the distribution process. Following are a list of probate courts in Massachusetts.


Banks Find Group-negotiated Licensing Settlement Is Good Solution to ATM Patent Infringement Claims

W. John Funk, a financial services attorney with Gallagher, Callahan and Gartrell, recently concluded successful negotiations on behalf of a group of 22 banks located in Vermont, New Hampshire, Massachusetts, Connecticut and New York with Automated Transactions, LLC (ATL) to secure sub-license agreements for their ATM operations.

Funk, who co-authored A Primer on Automated Transactions LLC's Claim of Patent Infringement by ATMs, has represented more than 37 banks in such negotiations since 2011 and has found that the group approach often yields the best results for participants. According to Attorney Funk, there is litigation in some jurisdictions disputing the claims, but that many banks are opting to obtain the sub-license agreement as a cost-effective alternative. Banks or credit union representatives who wish to learn more about joining the next group for the purpose of negotiating terms of sub-license agreements to resolve the patent infringement claims, should contact John Funk directly.


Angel Investors to Share Tips with Boston-area Startups

Waltham, Massachusetts law firm Morse, Barnes-Brown Pendleton will sponsor and present a panel discussion of angel investors who will provide insight for startups seeking early-stage financing. Topics will include deal criteria, due diligence process, portfolio mix, term sheets, exit strategies and more. In addition a presentation of area Series A financing deal data.

The event, Angel Investors Share Their Wealth... of Information, takes place on Thursday, September 27, 2012, at the Cambridge Innovation Center, at 1 Broadway, Cambridge, MA.

The panel will be moderated by: Kyle Alspach, Startups and VC Editor, Boston Business Journal. Panelists include: Joe Caruso, The Bantam Group; Jean Hammond, Golden Seeds, Launchpad, HubAngels; Chris Sheehan, CommonAngels. For more information, click on: Angel Investors.