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Debunking the partner buy-in myth
20 Jun 2011, 6:58 am by Guest Blogger
Why should a partner with a close retirement date choose to invest in an acquisition today? [read post]
Moire Marketing Blog - http://www.moiremarketing.com/blog
UBS Financial Services: FINRA Claim
12 Sep 2023, 12:18 pm by The White Law Group
  The claim alleges that UBS Financial Services unsuitably invested its client in a real estate investment. [read post]
The White Law Group's Securities Fraud Blog - http://www.whitesecuritieslaw.com/securities-fraud/blog/
Platinum Partners’ Hedge Fund Files for Bankruptcy
1 Nov 2016, 7:07 am
From the Desk of Jim Eccleston at Eccleston Law LLC: Platinum Partners’ flagship fund has filed for chapter 15 protection bankruptcy. [read post]
Financial Counsel - http://financialcounselblog.com
eDiscovery Mergers, Acquisitions, and Investments in Q3 2020
1 Oct 2020, 3:37 am by Rob Robinson
Court Reporting Business (Divestiture)Veritext Legal Solutions 11-Feb-19Propulse VideoTransPerfect 11-Feb-19QUiVX eDiscoveryXact Data Discovery 7-Feb-19Luminance (Investee)Invoke Capital, Talis Capital, and Slaughter and May (Investors)$10,000,000 31-Jan-19Catalyst Repository SystemsOpenText$75,000,000 25-Jan-19Cognatio LawElevate 24-Jan-19DISCO (Investee)Georgian Partners, Bessemer Venture Partners, LiveOak Venture Partner, The Stephens Group, Comerica… [read post]
ComplexDiscovery - https://complexdiscovery.com/
Limited in Name but Not in Tax? U.S. Tax Court Increases Tax Liability for Limited Partners
7 Dec 2023, 8:13 am by Demetrius J. Robinson
Generally, partners in a partnership and members in a limited liability company (LLC), taxed as a partnership, are subject to self-employment tax on their earnings from the partnership or LLC. [read post]
KJK Legal News & Insights - https://kjk.com/news-insights/
Maryland Advisor Illegally Solicited $13 Million from Investors
8 Sep 2015, 9:43 am
Glover, has been barred by the SEC for illegally raising more than $13 million from investors in a real estate scam.Glover was a registered rep from 1998 to 2012 at Signator Investors Inc., a registered broker-dealer and investment advisor.While employed at Signator, Glover illegally raised $13.5 million from 125 people to invest in Colonial Tidewater Realty Income Partners LLC. [read post]
Financial Counsel - http://financialcounselblog.com
Ameriprise Financial Services Overview 
8 Sep 2023, 12:51 pm by The White Law Group
Hoffman, a former investment advisor at Ameriprise Financial Services, with fraud related to investment recommendations he made to clients. [read post]
The White Law Group's Securities Fraud Blog - http://www.whitesecuritieslaw.com/securities-fraud/blog/
Investing in Workers Includes Investing in Return-To-Work
16 Feb 2016, 6:30 am by Michael B. Stack
    ©2016 Amaxx LLC. [read post]
Work Comp Roundup - http://reduceyourworkerscomp.com/
eDiscovery Mergers, Acquisitions, and Investments in Q4 2019
26 Dec 2019, 6:52 am by Rob Robinson
Legal Support (eDiscovery and Computer Forensics Division)Business Intelligence Associates (BIA) 5-Dec-17HAYSTACK ID LLC (Investee)TCF Capital Funding (Support Of Knox Capital Holdings and Maranon Capital) in Recapitalization (Investor)$17.800,000 30-Nov-17E-STETEY 28-Nov-17AllegoryIntegreon 31-Oct-17Avalon Document Services (Merger)C:Dox (Merger) 23-Oct-17NexLP (Investment)Method Capital and Dundee Venture Capital (Investors)$3,000,000 23-Oct-17HAYSTACKID LLC… [read post]
ComplexDiscovery - https://complexdiscovery.com/
Investing in ALSPs? Axiom Announces Strategic Investment from the Permira Funds
9 Sep 2019, 7:42 am by Rob Robinson
LLC acted as financial advisor and Cooley LLP acted as legal advisor. [read post]
ComplexDiscovery - https://complexdiscovery.com/
eDiscovery Mergers, Acquisitions, and Investments in Q3 2019
21 Sep 2019, 2:31 pm by Rob Robinson
(Investors)$1,800,000 12-Jul-17Esquify (Investment)Network Ventures, Foley Ventures, and Bridge Investments (Investors)$710,000 21-Jun-17KNJ (Merger)Congruity360 (Merger) 17-May-17Altep, Inc.Advanced Discovery 17-May-17Discovia (Merger)Lighthouse eDiscovery (Merger) 16-May-17Zapproved (Investment)Vista Equity Partners (Investor) 2-May-17Morae Legal (Merger) New Entity Called Morae Global CorporationClutch Group (Merger) 26 - Apr - 17Ipro… [read post]
ComplexDiscovery - https://complexdiscovery.com/
Ausdal Financial Partners Inc. Lawsuit filed involving GWG L Bonds  
27 Jul 2022, 10:52 am by The White Law Group
     The claim further alleges that Ausdal Financial Partners Inc. unsuitably invested its clients in the high-risk GWG Series L Bond, securities sponsored by GWG Holdings, a Dallas-based financial services firm. [read post]
The White Law Group's Securities Fraud Blog - http://www.whitesecuritieslaw.com/securities-fraud/blog/
eDiscovery Mergers, Acquisitions, and Investments in Q2 2019
23 Jun 2019, 7:34 am by Rob Robinson
(Investors)$1,800,000 12-Jul-17Esquify (Investment)Network Ventures, Foley Ventures, and Bridge Investments (Investors)$710,000 21-Jun-17KNJ (Merger)Congruity360 (Merger) 17-May-17Altep, Inc.Advanced Discovery 17-May-17Discovia (Merger)Lighthouse eDiscovery (Merger) 16-May-17Zapproved (Investment)Vista Equity Partners (Investor) 2-May-17Morae Legal (Merger) New Entity Called Morae Global CorporationClutch Group (Merger) 26 - Apr - 17Ipro… [read post]
ComplexDiscovery - https://complexdiscovery.com/
1031 Exchange Services Offered As Part Of Excel Title Services And DBL Law
5 Feb 2019, 11:53 am by Ryan Whitaker
Patrick also manages Excel Title Services, LLC, a full service title company and wholly owned subsidiary of DBL Law. [read post]
DBL Law Blog - http://www.dbllaw.com/blog/
eDiscovery Mergers, Acquisitions, and Investments in Q1 2019
22 Mar 2019, 9:52 am by Rob Robinson
(Investors)$1,800,000 12-Jul-17Esquify (Investment)Network Ventures, Foley Ventures, and Bridge Investments (Investors)$710,000 21-Jun-17KNJ (Merger)Congruity360 (Merger) 17-May-17Altep, Inc.Advanced Discovery 17-May-17Discovia (Merger)Lighthouse eDiscovery (Merger) 16-May-17Zapproved (Investment)Vista Equity Partners (Investor) 2-May-17Morae Legal (Merger) New Entity Called Morae Global CorporationClutch Group (Merger) 26 - Apr - 17Ipro… [read post]
ComplexDiscovery - https://complexdiscovery.com/
What is a Tenants-in-Common (TIC) Investment and is it suitable for you?
30 Dec 2021, 4:22 am by The White Law Group
The difference between the wholesale and retail price is what the sponsor is earns for their services. [read post]
The White Law Group's Securities Fraud Blog - http://www.whitesecuritieslaw.com/securities-fraud/blog/
SEC Settles Charges With 13 Private Fund Advisers Over Filing Deficiencies
28 Jun 2018, 11:49 am by Elizabeth Dalziel
L.P., Cherokee Investment Partners LLC, Ecosystem Investment Partners LLC, Elm Partners Management LLC, HEP Management Corp., Prescott General Partners LLC, RLJ Equity Partners LLC, Rose Park Advisors LLC, and Veteri Place Corp. [read post]
RIA Compliance Blog - http://www.riacomplianceblog.com/
Cambridge Expands Succession Planning Partnership Program
27 Mar 2015, 12:02 pm
Our attorneys draw on a combined experience of nearly 65 years in delivering the highest quality legal services. [read post]
Financial Counsel - http://financialcounselblog.com
Gray Reed Partner Austin Carlson to Speak on Doing Business in the United States
16 Apr 2024, 7:57 am by Admin
Gray Reed Partner Austin Carlson will be speaking on a panel webinar hosted by the Enterprise Europe Network, the world’s largest business service provider. [read post]
Dollars & Sense - https://dollarsandsense.grayreed.com/
Did You Invest with Cetera Advisor Networks Or Stanley Secor?
26 Oct 2020, 7:42 am by Silver Law Group
(CRD#:18697) and Securian Financial Services, Inc. [read post]
Securities Arbitration Lawyers Blog - https://www.silverlaw.com/blog/