The useful first message is the shape of the problem: how many entities, which jurisdictions,
and which deadline is closest. I read everything that comes through here myself.
What I usually get asked
Scoping a filing cyclemost
Accounting-firm partnershipsoften
Speaking and panelswelcome
Press and commentsame day
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Use and citation
Quote it freely. Don't pass it off as yours.
Everything published here and under my byline at DataTracks is original work, researched
against primary sources. It is here to be read, cited and argued with — within limits
that are worth stating plainly.
What you may do, without asking
Quote short extracts — a sentence or a short passage — with
my name and a link to the page you took it from.
Cite the analysis in your own notes, client memos, training material,
posts or research, with attribution.
Link to anything here. No permission needed, ever.
Reference the filing tables in internal work, provided the source line
stays attached and you verify against the authority before you file.
What needs my written permission
Reproducing an article in whole or in substantial part — including
a lightly reworded version of the same structure, tables and examples.
Republishing on another site, in a newsletter, a report or a deck
offered commercially.
Translating or adapting the work into another format for distribution.
Training a model on this material as a dataset, as distinct from an
assistant reading and citing a page with attribution, which is welcome.
Taking this work without attribution, or presenting it as your own, is plagiarism and an
infringement of copyright. Where that happens I pursue it — with the publisher first,
then the host and the search engines. Ask instead: permission is usually a short email away,
and I have never refused a reasonable request.
Request permission.
How to cite
Copy this straight into a footnote or reference list.
If you come across this work republished without attribution, tell me through the form
above. I would rather hear it from a reader than find it six months later.