Tax Diversification Strategies and Tax Research

Presented to the Michigan Association of Law Libraries, November 12, 2021, at the Ross School of Business and via Zoom.This presentation touches on resources that professionals use for tax and legal research, along with their authority. Most of the presentation focuses on how taxpayers can optimize retirement saving and other personal goals by using different tax vehicles at their disposal (IRAs, 403(b) plans, Roths, etc). This presentation shares practical tips with attendees to save money in the long-run and to increase flexibility by spreading their income among different "tax buckets."http://deepblue.lib.umich.edu/bitstream/2027.42/170920/1/MichALL Tax Diversification Strategies 11-12-21.pptxhttp://deepblue.lib.umich.edu/bitstream/2027.42/170920/4/MichALL Tax Diversification Strategies 11-12-21.pdfDescription of MichALL Tax Diversification Strategies 11-12-21.pptx : PowerPoint PresentationSEL

Exposing the Private Parts: Uncovering Information about Private Companies

Presented at the joint annual meeting of MAALL, LLAW, MichALL, MALL, and CALL held in Milwaukee, WI, October 19-21, 2017.So you are asked to do some background research on a company, but don’t exactly have the best tools on hand. Traditional legal databases may not be suited for business research and free sources on the open web come with their own caveats. Public company information is plentiful, but what about private companies? This session will focus on business databases that collect information about private companies. Sources for different levels of budget will be highlighted along with techniques to get to the bare naked truth behind this hard-to-find information.Mid-America Association of Law LibrariesLaw Librarians Association of WisconsinMichigan Association of Law LibrariesMinnesota Association of Law LibrariesChicago Association of Law Librarieshttps://deepblue.lib.umich.edu/bitstream/2027.42/138959/1/Exposing the Private Parts.pdfhttps://deepblue.lib.umich.edu/bitstream/2027.42/138959/4/Thursday_Oct_19_2017_Salon_B_Exposing_the_Private_Parts_Part_I.MP4https://deepblue.lib.umich.edu/bitstream/2027.42/138959/5/Thursday_Oct_19_2017_Salon_B_Exposing_the_Private_Parts_Part II.MP417Description of Exposing the Private Parts.pdf : Presentation SlidesDescription of Thursday_Oct_19_2017_Salon_B_Exposing_the_Private_Parts_Part_I.MP4 : Video Recording of Presentation: Part 1Description of Thursday_Oct_19_2017_Salon_B_Exposing_the_Private_Parts_Part II.MP4 : Video Recording of Presentation: Part

Leaving the Library: How We Improved Information Literacy by Joining Our User Communities

Presented at the Workshop for Instruction in Library Use (WILU) held in Winnipeg, MB, Canada, May 22-24, 2019. How can we develop a better understanding of the goals of our user communities and what they’re trying to accomplish? What can we do to ensure that our information literacy goals and initiatives align with what our students need to learn? How do we demonstrate our value and expertise to our user communities? One strategy is to disrupt where we practice librarianship. By practicing librarianship solely in the library, our practice is shaped mainly by the library. Moving out of the library and inhabiting the space where our students and faculty work gives librarians opportunities to engage with and develop strong working relationships with our program faculty and stakeholders. We can then use these strong working relationships to better learn about the culture, goals, and needs of our user communities and align our information literacy goals and initiatives with them. By focusing our information literacy initiatives to what will have the biggest impacts on our user communities, and through partnerships with faculty and campus stakeholders, we become seen as a valuable partner in problem-solving and meeting their goals. Our practice of librarianship becomes informed by and integrated into our user communities. This presentation describes the process of getting librarians out of the library and engaged with their user communities at the University of Michigan-Dearborn and the University of Michigan, Ross School of Business. We also discuss strategies that librarians used to build relationships with faculty and other stakeholders in their program areas as well as those used to learn about the program’s culture, goals, and needs. Librarians were able to leverage this into integrated information literacy initiatives tailored to these goals and needs and developed in collaboration with partners in their user communities, which had a greater impact on desired student outcomes. This increased the perceived importance of information literacy learning and awareness of librarian expertise among program faculty and stakeholders, who also found it easier to collaborate with their librarians. It also became easier and more motivating for students to consult their librarian and use library resources. By moving into the spaces where our students and faculty work and learn, we were able to develop high-impact information literacy goals and initiatives aligned with those of our user communities and demonstrate our value.By moving into the spaces where students and faculty work and learn, librarians broaden our understanding of the culture, goals, and needs of our user communities. This approach has enabled us to partner with program faculty and stakeholders to develop high-impact, customized information literacy initiatives aligned with program goals.Workshop for Instruction in Library Usehttps://deepblue.lib.umich.edu/bitstream/2027.42/149196/3/Anderson & Scheuher - Leaving the Library.pdf17Description of Anderson & Scheuher - Leaving the Library.pptx : PowerPoint PresentationDescription of Anderson & Scheuher - Leaving the Library.pdf : Presentation Slide

Getting in on the Conversation: Implementing and Leveraging Embedded Librarianship

Three panelists from the University of Michigan share their strategies for leveraging embedded librarianship, including “don’t wait for the invitation: crash the party,” “forget the elevator speech: focus on troubleshooting,” and “proactively engage your audience: flaunt your expertise.” This panel session is a discussion between session participants and three embedded librarians, who present three distinct models of embedded librarianship within the University of Michigan, representing a broad spectrum of disciplines, audiences, and goals. Participants learn strategies for implementing embedded librarianship to engage different campus communities and leveraging embedded librarianship to demonstrate their value by contributing to the overall goals at their institution. Each panelist briefly discusses their experience with leveraging embedded librarianship to contribute to the overall goals of their institution: ● Jean Song, in a Health Sciences/Medical program, proactively interacting with faculty in order to partner in research analysis including successfully receiving grant funding to support existing grant funded projects or providing analysis on research projects such as bibliometric investigation ● Nadine Anderson, in a Behavioral Sciences program, proactively working with faculty on issues with undergraduate research and critical thinking skills (or lack thereof) and becoming part of the solution by partnering with faculty on educational projects and a credit course integrated into their courses and curriculum ● Joel Scheuher, in a Business program, collaborating directly with graduate students as a member of their action based learning teams, contributing as research experts to solve real-world challengesSpecial Libraries Association, Embedded Librarians Caucushttps://deepblue.lib.umich.edu/bitstream/2027.42/138106/1/Getting in on the Conversation_ Implementing and Leveraging Embedded Librarianship.mp4https://deepblue.lib.umich.edu/bitstream/2027.42/138106/2/Getting-in-On-the-Conversation-Implementing-and-Leveraging-Embedded-Librarianship-slides.pdfhttps://deepblue.lib.umich.edu/bitstream/2027.42/138106/3/Getting in on the Conversation_Questions&Answers.pdf17Description of Getting in on the Conversation_ Implementing and Leveraging Embedded Librarianship.mp4 : Webinar RecordingDescription of Getting-in-On-the-Conversation-Implementing-and-Leveraging-Embedded-Librarianship-slides.pdf : SlidesDescription of Getting in on the Conversation_Questions&Answers.pdf : Q&A Sessio

Getting in on the Conversation: Implementing and Leveraging Embedded Librarianship

Webinar presented by the Special Libraries Association Embedded Librarians Caucus on August 29, 2017. This panel session is a discussion between session participants and three embedded librarians, who present three distinct models of embedded librarianship within the University of Michigan, representing a broad spectrum of disciplines, audiences, and goals. Panelists shared strategies for implementing embedded librarianship to engage different campus communities and for leveraging embedded librarianship to demonstrate their value by contributing to the overall goals at their institution, including “don’t wait for the invitation: crash the party,” “forget the elevator speech: focus on troubleshooting,” and “proactively engage your audience: flaunt your expertise.” Panelists also compiled their answers to questions from webinar participants in Q&As document. Panel Moderator: David Shumaker. Panelists: ● Jean Song, in a Health Sciences/Medical program, proactively interacting with faculty in order to partner in research analysis including successfully receiving grant funding to support existing grant funded projects or providing analysis on research projects such as bibliometric investigation ● Nadine Anderson, in a Behavioral Sciences program, proactively working with faculty on issues with undergraduate research and critical thinking skills (or lack thereof) and becoming part of the solution by partnering with faculty on educational projects and a credit course integrated into their courses and curriculum ● Joel Scheuher, in a Business program, collaborating directly with graduate students as a member of their action based learning teams, contributing as research experts to solve real-world challengesWebinar presented by the Special Libraries Association Embedded Librarians Caucus on August 29, 2017.https://deepblue.lib.umich.edu/bitstream/2027.42/150200/1/Getting in on the Conversation - Implementing and Leveraging Embedded Librarianship .mp4https://deepblue.lib.umich.edu/bitstream/2027.42/150200/2/Getting in On the Conversation - Implementing and Leveraging Embedded Librarianship slides.pdfhttps://deepblue.lib.umich.edu/bitstream/2027.42/150200/3/Q&As from Getting in on the Conversation-Implementing & Leveraging Embedded Librarianship Webinar.pdfDescription of Getting in on the Conversation - Implementing and Leveraging Embedded Librarianship .mp4 : Webinar RecordingDescription of Getting in On the Conversation - Implementing and Leveraging Embedded Librarianship slides.pdf : Presentation SlidesDescription of Q&As from Getting in on the Conversation-Implementing & Leveraging Embedded Librarianship Webinar.pdf : Q&A Sessio

Choose Your Partners Wisely: Strategic Choices for Embedded Librarians

SLA Embedded Librarians Caucus Conference panel session from the Special Libraries Association 2018 Annual Conference. One of the keys to establishing an embedded librarianship role is choosing your partner wisely. Whether introducing the embedded model in their organization for the first time or expanding their relationships, librarians have to ask themselves, "Who can I turn to to help start up and establish my embedded librarianship role?" and "is this the right partner to build a successful relationship with?" In this session, successful corporate and academic embedded librarians shared strategies on using political and marketing insights to figure out both where in the organization to concentrate your efforts and which people in your organization you should partner with, so that you can maximize your value and achieve long-lasting success. Moderator: David Shumaker. Panelists: *Nadine Anderson, Behavioral Sciences and Women’s & Gender Studies Librarian, University of Michigan-Dearborn *Barbara Kahn-Aitken, Senior Research Analyst, The Coca-Cola Company *Joel Scheuher, Business Librarian, University of Michigan, Ross School of BusinessSLA Embedded Librarians Caucus Conference panel session from the Special Libraries Association 2018 Annual Conference.https://deepblue.lib.umich.edu/bitstream/2027.42/150202/1/Choose Your Partners Wisely - Strategic Choices for Embedded Librarians.pdfDescription of Choose Your Partners Wisely - Strategic Choices for Embedded Librarians.pdf : Presentation Slide

Collaboration beyond the classroom: Connecting with students through Career Services

Kresge Library Services is part of the Ross School of Business at the University of Michigan. One service offered by Kresge is assistance to students who are in the midst of a career search. This involves identifying a few key resources for company and industry information (company profiles, articles, industry reports, etc.). It also includes resources about job search sites, salary information, and career guides that describe what is expected with a particular job position. Students who wish to look for positions in companies that do not come to campus, or who are not offered jobs with companies that recruit on campus, will conduct an off-campus job search. The Ross Career Services (RCS) department assists these students by providing career counseling, resume and cover letter support, networking opportunities, and other guidance. In addition to support from RCS, Kresge conducts drop-in workshops to reach out to these students. These sessions highlight internal and external sources that will help students with their job search. As part of a new initiative, Kresge Library Services approached Ross Career Services to coordinate our programs and to seek out new opportunities for collaboration. As a result, a Kresge Librarian has been assigned to the Job Action Groups (JAGs) organized by RCS. These groups target individuals with similar career interests to provide more focused career research support. This 50 minute presentation will highlight the traditional role that the Kresge Librarian plays in the off-campus job search and the newly adopted roles on the JAG teams. This program will reflect on the early successes of this initiative and the plans to expand it in the future. Librarians who are looking to increase outreach efforts and to find collaborative opportunities to other campus groups will benefit from this program.Kresge Library Services has traditionally provided support to students who are preparing for job interviews. This primarily consisted of one-on-one consultations and 50 minute drop-in workshops that highlight resources that uncover information about a company. Although well-received by students, we feel that this service is underutilized. Recently, the Library has been able to reach a whole new group of students who are conducting off-campus job searching by partnering with the school’s Career Services Department.https://deepblue.lib.umich.edu/bitstream/2027.42/136882/1/Collaboration beyond the Classroom Mi-ALA 2017 Final.pptxDescription of Collaboration beyond the Classroom Mi-ALA 2017 Final.pptx : Presentatio