Happy Thanksgiving!


Thanksgiving QuotesIn observance of the Thanksgiving holiday, our offices will be closed on Thursday, 11/27 and Friday, 11/28.  All payments, fundings and other transactions received on these days will be processed promptly on Monday, 12/1. Should you have any questions regarding the processing of any transaction, please feel free to contact our Accounting Team at 1-615-577-5448 or by email to this address: Accounting@AdvocateCapital.com.



Thank you for being our valued customer. The entire ACI Team wishes a safe holiday to all of our customers, staff and their families.


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

Vice President, Finance and Administration


2014 Litigator Awards™ Nominees Announced


Litigator Awards 2014, Advocate Capital, Inc. reportsThe Trial Lawyers Board of Regents™ has announced the nominees for the 2014 Litigator Awards™. The highest award in trial law, the award is presented in up to 72 Practice Specialty categories, and is based on actual “Verdict & Settlement” dollar achievement. Of the nearly 1.1 million lawyers considered, fewer than 1% will achieve the distinguished award each year.


Behind each settlement & verdict, is a real life story of an individual who placed their trust and their future in the hands of these extraordinary lawyers.


Advocate Capital, Inc. would like to extend special congratulations to our friends and clients who are among the list of extraordinary nominees, in alphabetical order:


Biren Katzman Trial Lawyers, Brentwood, California

Bisnar & Chase, Newport Beach, California

Bucci, Bailey & Javins, Charleston, West Virginia

Gilreath & Associates, Knoxville, Tenessee

Miller Law Offices, Nashville, Tenessee

Neufeld, Kleinberg & Pinkiert, Aventura, Florida

Reyes, Browne & Reilley, Dallas, Texas

Sears & Associates, Colorado Springs, Colorado

Sloan, Bagley Hatcher & Perry, Longview, Texas

The Girards Law Firm, Dallas, Texas

The Poppe Law Firm, Louisville, Kentucky


We proudly support the important work of trial lawyers in their tireless pursuit of justice.


Please Join us in congratulating “The Best of The Best.” Being nominated for this distinguished award is an honor.  Award winners will be announced on January 152015.


Lisa Wagner

Senior Vice President, Client Services


Team Hope Volunteers at Food Bank


Advocate Capital, Inc. Team Hope Volunteers at Food Bank


During the month of November, Advocate Capital, Inc.’s Team Hope hosted a food drive for Second Harvest Food Bank of Middle Tennessee. On Friday, November 21, we dropped off two full boxes of canned and boxed goods to the Second Harvest Food Bank facility.  We also had the chance to spend a couple of hours helping the facility sort and package all of their recent donations. As a team, we helped bundle over 9,000 lbs. of food! We would like to thank all of our employees who volunteered:


Jaime Bruder

Lynne Cushing

Jeff Glueck

Sarah Hazlewood

Todd Jackson

Donna Jones

Laszlo Kovacs

Lisa Larkin

Paul Myers

Michelle Rigsby

Mike Swanson


Team Hope has also been hosting a Virtual Food Drive where we have raised $1,268.00, thus far! Donations will be accepted through the entire month of November for those who have not yet had the chance to contribute.


View more photos in our Facebook and Google+ albums.


We would like to express a huge thank you to all who have donated and helped a great cause in our community.


Tina Burns

Vice President


QuickBooks® Pro 2015 Available – Advocate Capital, Inc. Clients Enjoy Special Pricing


Copyright: <a href='http://www.123rf.com/profile_alexmillos'> / 123RF Stock Photo</a>As we’re approaching year-end, it’s a great time to start getting your law firm’s books and records in order, taking advantage of strategic year-end tax planning initiatives and setting goals for 2015.


QuickBooks recently announced the availability of QuickBooks Pro 2015.  If you’ve been considering updating your existing version, click here to view a comparison chart highlighting the new features available in QuickBooks 2015.  Upgrading from an existing version is easy.  It comes with a downloadable link and you can be up and running with access to the new features of 2015 in no time at all.


Advocate Capital, Inc. clients enjoy a special 30% discount on new purchases and upgrades to QuickBooks products as well as complimentary access to QuickBooks Certified ProAdvisors to help navigate QuickBooks related questions.


If you’d like to take advantage of the special discounted pricing available to Advocate Capital, Inc. clients, contact your Account Representative or email us at QBSupport@AdvocateCapital.com.


Our mission is to support the important work of Plaintiff Attorneys, helping them achieve the best possible result for their clients and for their practices.


Lisa Wagner

Senior Vice President, Client Services

Advocate Capital Inc. Quickbooks Certified ProAdvisor






Photo Credit:  123RF Stock Photo

Banys, P.C. Secures $5.4 Million Settlement in Class Action Against Technology Giant


Advocate Capital Inc. client Banys P.C.Congratulations to Christopher Banys and his team at Banys, P.C. on securing this $5.4 million settlement on behalf of over 1,800 technology workers in a class action against a major Silicon Valley employer.


The plaintiffs, all high-income earning employees, were denied vacation benefits by their employer. Although the benefits were earned through years of service, the employer stated the benefits as “sabbatical” and refused to pay. After seven years, an appeal to the Sixth District Court of Appeals and an expansion of the lawsuit to include two sub classes of employees, Banys, P.C. and the team of plaintiff lawyers were granted final approval following a comprehensive review and notification process.


Christopher Banys stated:


I am proud to have helped these California professionals recover the back pay they earned.  When a major employer cuts corners to avoid paying its employees, the whole community suffers. Banys, P.C. will always see the fight through, to make sure these companies face justice.


Advocate Capital, Inc. is proud to partner with law firms like Banys, P.C. who fight for employee rights across the nation.


Tina Burns

Vice President


Congratulations to CAOC President 2015 Brian Chase


Advocate Capital Inc. client Brian ChaseThe Consumer Attorneys of California, affectionately known as CAOC to members and supporters, held its 53rd Annual Installation and Awards Dinner at the Palace Hotel, San Francisco on November 15th.  The awards dinner included the installation of Brian D. Chase, Senior Partner at Bisnar|Chase Personal Injury Attorneys, as CAOC’s 2015 President.


Mr. Chase was the recipient of CAOC’s Consumer Attorney of the Year award in 2012 and is the recipient of countless other awards over the course of his career.  He has dedicated his career to protecting consumers against corporate wrongdoers.  He is passionate about product safety and is the author of “Still Unsafe at Any Speed”.  Brian will bring experience, passion and vision to CAOC.  His passion for protecting consumers is contagious and he will be a great leader for the organization.


Join us in congratulating, long-time friend and client Brian Chase on this next chapter as he leads the Consumer Attorneys of California as President, 2015.


Lisa Wagner

Senior Vice President, Client Services


New App for Law Firms: If This Then That (IFTTT)


New App for Law Firms IFTTT, Advocate Capital, Inc. reportsSmartphones have revolutionized the business world and the ability to work on the go. From social media to content storage, it can feel overwhelming when trying to remember to backup files, add events to your calendar or even check the weather…until now.


In a recent article from Attorney Christopher B. Hopkins of Akerman, LLP, we discover the new app IFTTT (If This Then That) that “allows you to get value from your mobile device and social media without “checking in” constantly — thus reducing your internet-induced stress.” This user-friendly app requires no coding or advanced technical knowledge. You simply create ‘Recipes’ to tell the app what to do after a certain action occurs. Here are some example recipes that Mr. Hopkins mentioned:


  • Facebook & Twitter: Eliminate opening both account and set IFTTT so that anything you write on Twitter with the tag “#FB” will be posted on Facebook (or vice versa).
  • Save Email Attachments to Google Drive: Set IFTTT to download all email attachments to a folder in Google Drive — or set the trigger so that IFTTT will save PDF attachments in a folder if you put “#receipts” in title of an email you send to yourself.
  • Weather: If it is going to rain tomorrow in [location], it will send you a text or have IFTTT send you the weather report each morning.
  • Congress or Presidential Updates: Set IFTTT to email you when the President signs a new law or Congress schedules a vote on a bill.


(Read the full article “If This Then That (IFTTT) For Lawyers”)


This is just one of the many free productivity apps available for professions to help organize your life and your business.


Download and try IFTTT today!


Tina Burns

Vice President


Nursing Home Care Levels May Be Lower Than Anticipated


Advocate Capital, Inc. reports on low levels of nursing home careMany Advocate Capital clients that have recognized that poor nursing home care is an issue in our country.


A recent report on NBC News highlights a story by the Center for Public Integrity, which reports that many nursing home patients in the US “may not be receiving the level of care their loved ones believe they’re getting.” Staffing levels “reported by thousands of nursing homes on a widely-used government website were higher than the staff levels calculated by the Center for Public Integrity through an analysis of annual financial reports submitted by the homes, suggesting that consumers in those facilities may not be getting as many hours of skilled care as they expect,” and experts “have shown that the amount of care provided by nursing homes is linked to the quality of care.” The discrepancies “raise profound questions about the accuracy of the information in the so-called Nursing Home Compare website that many consumers use to pick a nursing home for family members.” These discrepancies “occurred for all types of positions, but were particularly high for registered nurses, the most skilled and highest paid workers.”


The NBC News story can be read here.


The Center for Public Integrity story can be read here.


Roger Booth Obtains $3 Million Settlement


Advocate Capital, Inc. client Booth $3M settlement Congratulations to Roger E. Booth, the team at The Law Offices of Booth|Koskoff and their client, who recently obtained a policy limits settlement of $3 Million.


The Plaintiff was driving a forklift at his employer’s plant, when he encountered a 20 foot long metal “pole” gate that was left open, facing the wrong direction, and directly in his path. Per company policy, this gate was to remain closed and only opened in a particular manner secured with a pin. At the time of plaintiff’s injury, the gate was open, facing the wrong direction, and was unsecured. Before he could react, the end of the gate penetrated the front of his forklift and impaled the Plaintiff.  Incredibly, he survived this horrific ordeal but the accident destroyed one kidney, severely damaged the other kidney and caused substantial damage to his legs. He spent an entire year in the hospital. The Plaintiff is awaiting a kidney transplant and takes dialysis treatments three times per week.


Because the gate in this accident was a “restricted access” barrier to a particular area of the plant, one of the numerous challenges for Mr. Booth was to prove who opened the gate. If the negligent party was a plant employee, then the Plaintiff would be limited to workers’ compensation benefits.  Mr. Booth and his team undertook a lengthy and painstaking investigation to discover who was at fault for the Plaintiff’s injuries. Discovery revealed that an outside truck driver had driven through the area just 10 minutes before the Plaintiff’s accident. The truck driver’s normal route was blocked, so he opened the gate and left a trail of water in his path. Discovery also revealed that the truck driver had been working extremely excessive hours (almost 2 days) without required rest periods and breaks.


Another challenge for Mr. Booth was determining how to preserve the Plaintiff’s workers compensation medical benefits that he so desperately needed since third party liability was involved. The workers’ compensation insurance carrier had a lien of $2 Million and the Plaintiff needed lifetime medical care. After lengthy negotiations, Mr. Booth was able to convince the carrier to accept less than 20 cents on the dollar to resolve its lien, thus preserving future workers’ compensation benefits and a substantial third party recovery for his client.


Roger Booth has made it his mission to zealously represent catastrophically injured individuals. To learn more about the numerous large recoveries through settlement and verdicts, click here.


Congratulations to Mr. Booth and the entire team at The Law Offices of Booth|Koskoff on this outstanding result for your client. We at Advocate Capital, Inc. are proud to support trial attorneys as they fight for the rights of those injured due to the negligence of others.


Donna A. Jones

Senior Vice President


Advocate Capital, Inc. Fall 2014 Newsletter is Here!


Advocate Capital Inc. Fall 2014 NewsletterThe Fall 2014 Edition of Advocate Capital, Inc.‘s Quarterly Newsletter is available. This quarter’s newsletter features a video of our Client Christian Scranton of Scranton Law Firm, important IRS ruling information, Advotrac® updates, good news about your credit score and more.


Please share our valuable newsletter with your fellow trial attorneys. As noted in the newsletter, we pay referral fees for every law firm that you refer to us that joins our family of clients.


(View the full Fall 2014 Newsletter)


Tina Burns

Vice President


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

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