98092447
Jul 19, 2023
Bookkeeping services; accounts receivable billing services; bookkeeping services for attorneys, namely, trust account management; settlement support services, namely, accounting services associated with settling plaintiffs' cases; administration, billing, and reconciliation of accounts on behalf of others; payroll administration and management services; payroll preparation; payroll processing services; payroll tax filing services; payment administration for independent contractors and management of 1099 reporting requirements; tax filing services using the IRS Form 1099; providing online business and personnel management services, namely, timekeeping and tracking paid time off, sick days, and holidays; human resources administrative and management services; human resources services, namely, hiring and separation counseling, hiring and separation paperwork, compliance with new paperwork and hiring, employee handbook drafting and updating, leave administration and counsel; employee benefits administration; management services, namely, archiving and encrypting annual data
Advertising and BusinessFinancial, fiduciary, and insurance consultation services, namely, designing financial, fiduciary, and insurance solutions for settlements of legal claims; financial, fiduciary, and insurance consulting services for attorneys, litigants, and financial professionals in designing settlements of legal claims; financial services, namely, providing financial, fiduciary, and insurance planning and analysis in connection with the settlement of legal claims, including qualified and non-qualified structured settlements; coordination of trustee services; financial and trust planning with appropriate legal counsel; financial, fiduciary and insurance planning services for for disabled and non-disabled individuals and their families in need of financial and trust planning, including structured and traditional annuities, traditional wealth management, and trust planning to ensure long-term financial stability; providing financial services and support to contingent fee attorneys and law firms, namely, provision of attorney fee deferral products and solutions, Medicare Set Aside planning services, and lien resolution services; insurance products and solutions, namely, professional liability insurance, disability insurance, litigation expense insurance, property insurance, and casualty insurance; online credit card transaction processing services; online bill payment services; direct deposit services; payroll tax debiting services; online access of payroll services provided to the employer and the employee; financial administration of trust and Interest on Lawyers Trust Account (IOLTA) accounts; back-office support services, namely, bookkeeping services, payroll preparation services, administration of business payroll for others, payroll administration and management services; and outsourced chief financial officer services
Insurance and Financial