Solo and Small Firm

The Practitioner VOLUME 30, ISSUE 2, AUTUMN 2024

LETTER FROM THE EDITOR

Erin Joyce*
Editor-in-Chief

In Issue 2 of The Practitioner, we address the business of running a successful law firm in 2024. Our first article takes a look at ten ways in which law firms lose money due to poor management decisions. Some of them may not seem costly, but when associated with lost billable hours, you will realize they cost a firm money as Diane Camacho explains in her article.

Secondly, we will look at the State Bar’s Attorney Guidelines of Civility and Professionalism and how they are designed to promote respectful and professional behavior among attorneys practicing in California. The guidelines are aimed at preserving the integrity of the legal profession, and although they are not formal rules enforced by the State Bar, they act as a voluntary code of conduct for practicing attorneys in California.

Next, we have an introduction to financial planning which will address pertinent questions concerning preparing for an attorney’s future. In their article, Barry L. Pinsky, CFP, ChFC, CLU and Jaspreet "Jesse" S. Puri give us an introduction to financial planning and explain that it is a multi-step process beginning with an assessment of each client’s current situation.

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