Donna Jones Achieves QuickBooks Certified ProAdvisor Status


Advocate Capital, Inc. Donna JonesCongratulations to Donna Jones for achieving the QuickBooks Certified ProAdvisor status!  In her role as Senior Vice President here at Advocate Capital, Inc., Donna oversees our Quality Assurance Team and also serves as Account Manager for many of our key clients.  This new level of expertise together with her previous law firm administration experience will help Donna continue to “wow” clients from both the law office management perspective as well as practical accounting.


Advocate Capital Inc. Donna Jones Quickbooks ProAdvisorDonna joins Lisa Wagner, Senior Vice President – Client Services on our QuickBooks support team.  If you are an Advocate Capital, Inc. client, you have access to free QuickBooks training and support!  To take advantage of this free service, please contact your Account Manager, call our office toll-free at 1-877-894-9724 or send us a message by clicking here.


If you are not an Advocate Capital, Inc. customer yet, we hope you’ll join our family of clients very soon.


Michael J. Swanson

President and Chief Executive Officer


Our Newest Pay It Forward Award Winner!


Advocate Capital Inc. Pay It Forward Award Lisa Larkin and Debbie Ivey

Lisa Larkin (left) was recently recognized by Debbie Ivey (right) as our newest Pay It Forward award recipient. Lisa joined the ACI team in February and has proven to be a great addition! She is always willing to help out wherever she is needed and she graciously does so with a smile on her face. We are glad to have her on board. Congratulations, Lisa!



Kelly A. O’Leary, CPA, CGMA, MBA, CITP, CIA, CFE

Vice President, Finance and Administration


New Jersey Association for Justice Boardwalk Seminar® 2014


2014 NJAJ Boardwalk Seminar Advocate Capital Inc BoothWill you be attending the NJAJ Boardwalk Seminar® in Atlantic City this week?


Donna Jones and I will be representing Advocate Capital, Inc. at our booth (#5) during the seminar. Stop by and discover how our case expense funding product can help you achieve even better results for your clients.


The 2014 Boardwalk Seminar® will be held at Bally’s Atlantic City. This three-day seminar showcases in-depth educational lectures on trial strategies and litigation techniques. Attorneys can earn more than 23 MCLE credits and up to 6 Ethics MCLE credits!


Don’t forget to visit our booth and enter our raffle for a chance to win a Pebble Smartwatch!


We hope to see you there.


Tina Burns

Vice President


True Friend of Justice Seeks California State Assembly Dist. 62 Seat


Simona Farrise Seeks California State Assembly Dist. 62 Seat , Advocate Capital Inc. reports

My good friend Simona Farrise is well known and highly respected for her proven track record and willingness to fight for justice.  A very successful trial lawyer, Simona has spent her career fighting for justice and she aims to take the fight for justice to the California State Assembly.  Simona recently explained to me why she is running for office:


California’s Courts are closing down because the court’s budget has been reduced so much in the last three years that, according to the Chief Justice, there is a looming civil rights crisis.   (Click here to learn more.)


In this climate, it is difficult for consumer lawyers to get fair value for their clients who have been injured and killed when the timeline from filing a case to trial has been extended and lengthened due to a court backlog resulting from budget cuts.  In Los Angeles County alone, five courthouses and sixty courtrooms have closed in the last two years.  California no longer has court reporters. Statewide, 250 courtrooms have closed in the last two years without much fanfare and mostly under the radar of most people.  So I decided to try to do something about it – go to Sacramento as an Assembly Member and be a strong voice for regular people who are struggling and, of course, for Justice and Equality.


Also, in California personal injury recoveries for pain and suffering damages are limited to  $250,000 under an outdated and unfair 1970s law known as MICRA.  Damage caps mean that regular folks without a big paycheck are not treated the same as big money makers.  Ordinary Californians cannot bring medical malpractice claims against bad doctors who practice bad medicine and kill people.  As you know, damage caps don’t exist in most other states or have been found to be unconstitutional.  California lags behind the nation in this respect and it is simply unfair.  I believe that access to Justice should be equal for all Californians and not just those with big paychecks if they are hurt or killed because of substandard and careless medical care.   On this front, there are clear distinctions between me and the other new democrats running for the Assembly seat.   (Click here to view the other candidates’ positions on MICRA.)


Join Advocate Capital, Inc. in supporting Simona Farrise in her fight for the people of California!  Donations of up to $8,200 can be made online here:


Michael J. Swanson

President and Chief Executive Officer


What is an Income Statement? Part 1 of 2


In this episode in the “Business Basics for Trial Lawyers®” video series, Mr. Swanson reviews line-by-line the structure of an income statement.



If you have any questions or would like to suggest a topic to be covered in future videos, please click here to send Mr. Swanson a message or tweet to him at @MichaelJSwanson.


To view a playlist of the Business Basics for Trial Lawyers® video series
on YouTube, click here:


Stop Errors in Credit Use and Reporting (SECURE) Act of 2014


Stop credit report errors, Advocate Capital Inc reportsEven a small inaccuracy on a consumer’s credit report can have long lasting negative effects.  From the most simple computer error to mixing up individual’s data, credit reporting agencies have been known to be hard to work with when trying to fix incorrect data. But that could all change under legislation introduced on April 9th that aims to ensure issues like these don’t happen.


Senate Democrats Brian Schatz of Hawaii and Sherrod Brown of Ohio have introduced a bill S.2224 that would make it easier for people to learn about and challenge errors, as well as increase the credit reporting industry’s accountability for mistakes that go uncorrected.  Among the requirements, the proposal would entitle consumers to a free copy of their credit score every 12 months.  But perhaps more importantly the SECURE Act will include rules requiring tougher accountability of the 3 major credit rating agencies to make corrections to erroneous errors on consumer’s credit reports.


The Advocate Capital underwriting process contemplates the credit score of the guarantors.  The importance of improving your credit score cannot be understated.  We encourage our clients and applicants to monitor their credit scores and bring to the attention of the credit rating agencies errors they come across.  This legislation stands to improve the rights of individual consumers.


I’ve included a link provided by the Federal Trade Commission that explains how you can go about challenging an error on your credit report.


To read the full story provided by Fox Business click here.


Dan A. Taussig



Advocate Capital, Inc. Welcomes Jeff Glueck to the Team!


New Advocate Capital, Inc. team member, Jeff Glueck, Vice President Business Development2014 continues to be a growth year for Advocate Capital, Inc., both in terms of adding new clients and adding new members to our team.  The most recent new team member is Jeff Glueck, Vice President – Business Development. Click here to read more about Jeff.


It is Jeff’s job to help us double our sales team this year as we seek to help more and more plaintiff law firms get even better results for their clients, mainly through our Case Expense Funding product.


Welcome aboard, Jeff!


Michael J. Swanson

President and Chief Executive Officer


Georgia Trial Lawyer Association 2014 Annual Convention in Atlanta


Advocate Capital, Inc. exhibiting at GTLA 2014 Annual ConventionWill you be attending the GTLA Annual Convention in Atlanta on April 24-25?


Lisa Wagner and Jeff Glueck will be representing Advocate Capital, Inc. at our booth during the convention. Stop by and discover how our case expense funding product can help you get even better results for your clients.


The 2014 GTLA Annual Convention will take place at the Ritz-Carlton, Buckhead in Atlanta. This convention features two days of educational sessions with accomplished trial lawyers and experts. Attorneys can receive up to 14 CLE including 3 trial, 1 ethics and 1 professionalism.


Don’t forget to visit our booth and enter our raffle for a chance to win Pebble Smartwatch!


We hope to see you there.


Tina Burns

Vice President


QuickBooks® 2011 Support and Add-on-Services Expiring May 31st


Quickbooks changes, Advocate Capital, Inc. reportsIf you’re using QuickBooks® 2011 or prior versions, please note that technical support and access to add-on-services, such as payroll for QuickBooks® 2011 and prior versions will be discontinued after May 31, 2014.  For a full listing of the add-on-services that will no longer function on QuickBooks 2011 and prior versions, click here.


The great news for Advocate Capital, Inc. clients is that in addition to access to complimentary QuickBooks® training with official QuickBooks® ProAdvisors, Advocate Capital, Inc. clients are also eligible to receive discounted pricing on QuickBooks® upgrades and new purchases.


If you don’t need live technical support or to utilize any of the add-on-services, your existing QuickBooks® 2011 version will continue to work for you.  However, it’s relatively simple and inexpensive to upgrade to take advantage of enhanced features of newer versions.


To learn more about how to take advantage of the special pricing and complimentary training contact your Advocate Capital, Inc. Account Manager or click here to request the Advocate Capital, Inc. special order form.


Lisa Wagner

Senior Vice President, Client Services


NCAA March Madness Luncheon


Advocate Capital Inc. awards NCAA March Madness bracket winnersOn Tuesday, April 8, the Advocate Capital, Inc. team enjoyed the conclusion of NCAA Men’s Basketball Tournament with box lunches from Bar-B-Cutie, cupcakes and prizes.


Prior to the tournament, employees submitted NCAA brackets online for a company-wide competition. The three brackets with the most points after the championship game received prizes and were announced during the lunch.


The winners were (from left):


  • First Place: Kelly Bubis ($100 prize)
  • Second Place: Donna Jones ($75 Academy Sports gift card)
  • Third Place: Nicole Buttrey (Two $25 Buffalo Wild Wings gift cards)


Please visit our photo albums on Facebook and Google+ to view more photos.


Tina Burns

Vice President


Case Expense Financing at a Net Cost of Less Than 1%*

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