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Third Party Vendor Issues and Checklist
For years, credit unions have been alerted by the NCUA to the need for vendor due diligence and other third-party vendor relationship requirements. Now, the Federal Reserve Board has alerted banks, and the Consumer Financial Protection Bureau has joined the bandwagon and is even issuing unfair and deceptive trade practice alerts against third-party vendors.
By E. Andrew Keeney

Private Client Services Update - Alternatives for Waiver of Testamentary Trust Accountings
Even though there are good estate planning approaches available under Virginia law for clients who wish to avoid probate and court supervision of the administration of their estate and trusts, there are many who still prefer to have a will as their main testamentary document.
By Edward R. Stolle and Private Client Services

Self-Audit Mandate Documents
You may download the attached PDF to view the documents referenced by John Peterson at the Self-Audit Seminar.  The documents include: Step-by-Step Guide to Planning for the 2014 Employer Health Insurance Mandate; Self Compliance Tool for Part 7 of ERISA:HIPPA and Other Health Care-Related Provisions; and Self-Compliance Tool Part 7 of ERISA:Affordable Care Act Provisions.
By John M. Peterson, Employee Benefits, ESOPs & Executive Compensation and Labor & Employment


Press Releases

Kaufman & Canoles Receives the Chesapeake Bay Blue Crab Award for Virginia Legal Food Frenzy
Kaufman & Canoles is pleased to announce that the firm is the recipient of the Chesapeake Bay Blue Crab Award for collecting the largest per capita donations – the equivalent of 496 pounds per person, approximately 72,000 pounds total, of food during Virginia’s 7th Annual Legal Food Frenzy.

Robert J. Barry Named Recipient of the University of Virginia's Raven Society Award
Kaufman & Canoles is pleased to announce that Robert J. Barry is the recipient of the University of Virginia’s 2013 Raven Society Award. The Raven Society Award recognizes excellence in service and contribution to the University of Virginia along with genuine contribution to the recipient’s community.
About Robert J. Barry

William R. Van Buren III, Ann K. Crenshaw and Vincent J. Mastracco Jr. Selected to the Inside Business 2013 Power List
Kaufman & Canoles is pleased to announce that William R. Van Buren III, Ann K. Crenshaw and Vincent J. Mastracco Jr. were selected to the Inside Business 2013 Power List.

About Ann K. Crenshaw, Vincent J. Mastracco Jr. and William R. Van Buren III


Transactions

Kaufman & Canoles Represents Wheeler Real Estate Investment Trust in Initial Public Offering
Kaufman & Canoles, P.C., is pleased to announce that Wheeler Real Estate Investment Trust, Inc. (WHLR), successfully completed the initial public offering of its common shares on the Nasdaq Capital Market.
About Charles E. Land, Bradley A. Haneberg and Jonathan B. Reed

Kaufman & Canoles Represents Bank of America in Financing of New Retail at Williamsburg Pottery
Kaufman & Canoles recently served as bank counsel in connection with a $10,000,000 loan by Bank of America, N.A. to finance the development of three new retail buildings for the Williamsburg Pottery in Williamsburg, Virginia.
About Otto W. Konrad

Kaufman & Canoles Represents Taylor Farms in Conditional Use Permit Application
Kaufman & Canoles recently represented Taylor Farms Land Company, LLC in its application for a conditional use permit before the Virginia Beach City Council to allow a large scale sand borrow pit on a portion of its property.
About Ann K. Crenshaw


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