The Motley Fool

OCTOBER 4, 2024

This article is intended for educational purposes only and is not legal advice. If you're not familiar with a living trust , it's a legal agreement that allows you to transfer assets to other people. For guidance on your personal situation, please contact a lawyer. If your estate is pretty simple, that may be the best option.

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The Motley Fool

DECEMBER 23, 2023

This article is intended for educational purposes only and is not legal advice. There are do-it-yourself documents out there, but it's best to consult with an experienced estate attorney on all this. That's because a thoughtfully crafted living trust ensures your estate passes securely to heirs and avoids legal issues.

Legal 245

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The Motley Fool

JULY 18, 2024

This article is intended for educational purposes only and is not legal advice. Either way, if you're not sure what to do (which is completely understandable), your best bet would be to consult an attorney who focuses on estate planning. For guidance on your personal situation, please contact a lawyer.

Education 246

Education Consultants Consulting Assets 246

Private Equity Wire

APRIL 2, 2025

Providence Equity Partners, a private equity firm specialising in growth-focused investments across media, communications, education, and technology, has acquired Tax Systems, a provider of global tax and accounting software, from mid-market investor Bowmark Capital. Financial terms of the transaction have not been disclosed.

Taxes 66

Taxes Private Equity Firms Private Equity Firms Legal 66

The Motley Fool

AUGUST 19, 2024

This article is intended for educational purposes only and is not legal advice. If you are considering a living trust, consult an estate planning attorney to see if it makes sense for your situation. For guidance on your personal situation, please contact a lawyer. To be clear, you can also change or revoke wills.

Education 246

Education Consultants Consulting Legal 246

Private Equity Wire

OCTOBER 9, 2024

VSS Capital Partners (VSS), a private investment firm investing in the healthcare, education, and business services industries, has completed a platform investment in private equity sector management consulting firm Treya Partners (Treya).

Capital 98

Capital Legal Education Consultants 98

Private Equity Professional

OCTOBER 8, 2024

The Healthcare Advantage Fund is led by founding partners Mike Cooper and John Hennegan and invests in healthcare companies – medical devices, services, and education/training – with $5 million to $100 million of revenue and $1 million to $10 million of EBITDA. It is headquartered in Chicago and has an additional office in Nashville.

Capital 130

Capital Consultants Consulting Pension Funds 130

Private Equity Wire

APRIL 25, 2024

According to a press statement, Apiary’s new fund will continue to focus on the UK lower mid-market targeting asset-light businesses with defensive characteristics across fragmented markets in the business services, financial and technology services, healthcare and education sectors. Proskauer acted as legal counsel.

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Capital Funds Education Consultants 97

Private Equity Professional

JULY 11, 2024

Limited partners in Fund I include pension plans, foundations, insurance companies, financial institutions, family offices and consultants. Service sectors of specific interest include business-to-business, education technology, financial technology, information technology and software.

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The Motley Fool

SEPTEMBER 3, 2024

Image source: Getty Images One great perk of owning a small business, especially if you're a freelancer, consultant, e-commerce website owner, or any other business that can be run remotely, is that you can work from anywhere. The Netherlands and Norway both score highly for excellent healthcare, education, and social services.

Legal 130

Legal Taxes Education Consultants 130

Walkner Condon Financial Advisors

APRIL 27, 2023

The rules and rates for state and local taxes vary by jurisdiction, so it is important for employees to consult with a tax professional to understand their specific tax obligations. You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions.

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Consultants Consulting Taxes Startups 105

The Motley Fool

MAY 22, 2024

CEO Stéphane Bancel has spoken often about his commitment to this technology and even set up an AI academy to educate employees about ways to integrate it into their jobs on a daily basis. This recent and ongoing investment in AI already is showing results, reducing Moderna's need for purchased services and outside consulting.

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Education Consultants Consulting Legal 130

Private Equity Insights

JULY 20, 2023

served as placement agent for the fund and Kirkland & Ellis served as legal counsel to Alpine. Originating with its CEO-in-Training and CEO-in-Residence programs, Alpine employs over 110 CEOs and executive-level roles within its portfolio companies through these talent programs. Evercore Inc.

Capital 100

Capital Investors Buyout Funds 100

The Motley Fool

FEBRUARY 1, 2024

Check out the SEC's educational videos, the HoweyTrade Investment Program , for tips on spotting fake investment platforms and trading programs generally. Visit nasaa.org for more investor education information and news. This Investor Alert represents the views of the staff of the Office of Investor Education and Advocacy.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Investing Education Legal 100

Walkner Condon Financial Advisors

MAY 9, 2024

You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Read more on what impact this will have on financial services and Clint’s comments HERE.

Education 59

Education Consultants Consulting Legal 59

Sara Grillo

APRIL 19, 2024

I’m not a lawyer – so please don’t interpret anything I say here as legal advice. The goal is to educate people so they can steer clear of the traps the financial services industry sets for them. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice. Don’t be fooled!

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Due Diligence Legal Accounting Education 97

The Motley Fool

NOVEMBER 8, 2024

Education continues to prosper well. As well as we're doing, we continue to face a well-understood macro dynamic in our education business, specifically related to limits on foreign students imposed by the Canadian government with potential future actions by the Australian government. I'll start with education, our largest vertical.

Education 130

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Walkner Condon Financial Advisors

APRIL 26, 2024

You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only. He is a Client Service Specialist who works with clients locally in Madison and around the country.

Finance 103

Finance Financing Accounting Education 103

Fortune Financial

JANUARY 11, 2024

The Importance of Employee Benefits Education Life Insurance Marketing Research Association’s (LIMRA) 2022 research revealed that a robust benefits package is crucial to employee loyalty, with 63% of workers more inclined to stay with their employer due to their benefits. Let’s get into it.

Education 59

Education Legal Taxes Consultants 59

The Motley Fool

MAY 7, 2024

Financial advisor, financial planner, financial consultant, wealth advisor, wealth coach. But a fiduciary is someone who is legally obligated to put your interests first. One that is gaining more popularity is the Chartered Financial Consultant. That would be something you would look for and what was their education.

Accounting 245

Accounting Finance Financing Consultants 245

Sara Grillo

DECEMBER 11, 2023

I’m a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. The goal is to educate people so they can steer clear of the traps the financial services industry sets for them. For advise on such matters, contact a legal or compliance advisor.

Consultants 59

Consultants Consulting Due Diligence Education 59

The Motley Fool

AUGUST 22, 2024

These applications span a wide array of industries and scenarios, from online education and e-commerce to public service sectors, and are integrated into both online platforms and smart devices. We're educating the market and making AI accessible or key. We see the LLM and GenAI market is still in its very early stages.

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Leveraging Education Consultants Consulting 130

The Motley Fool

AUGUST 14, 2024

Leading the call today is Joe Todisco, chief executive officer of CorMedix, and he is joined by Dr. Matt David, executive vice president and CFO; Beth Zelnick Kaufman, EVP and chief legal officer; Liz Hurlburt, EVP and chief clinical strategy and operations officer; and Erin Mistry, EVP and chief commercial officer. Just a couple from us.

Education 130

Education Accounting Legal Financing 130

Walkner Condon Financial Advisors

FEBRUARY 28, 2023

You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Alicia Vande Ven , M.S., Nothing in this material constitutes a solicitation for the sale or purchase of any securities.

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Funds Accounting Banks Taxes 98

Sara Grillo

JUNE 24, 2024

The goal is to educate people so they can steer clear of the traps the financial services industry sets for them. Sara G Elan Moas Elan Moas, the owner of Moas Consulting, a firm specializing in life insurance strategies, is a 4X SEC whistleblower and author of the book, “Lapsed, The Universal Life Insurance Whistleblower.”

Consultants 59

Consultants Consulting Mutual Funds Legal 59

The Motley Fool

JANUARY 9, 2024

With our knowledge and expertise in medical cannabis and the regulatory compliance that applies, we're well-positioned to participate in a federally legalized medical market in the U.S. 1 market share position in Canada, the largest federally legal cannabis market in the world, with approximately 12.5% Similar to the U.S.,

Taxes 130

Taxes Legal Education Shareholders 130

Fortune Financial

SEPTEMBER 25, 2023

Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Similarly, if you’re saving for your child’s education, you must understand the projected cost and timeline.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Fee Structure Education Taxes 59

Walkner Condon Financial Advisors

FEBRUARY 21, 2023

You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Alicia Vande Ven , M.S., Nothing in this material constitutes a solicitation for the sale or purchase of any securities.

Taxes 59

Taxes Education Consultants Consulting 59

Hedgestone

JUNE 15, 2023

Nonprofit businesses can take many forms, including charities, educational institutions, religious organizations, and advocacy groups. Finally, it’s important to consider the legal and tax implications of selling a nonprofit business. Failure to do so could result in a loss of trust and support from your donor base.

Legal 52

Legal Mergers and Acquisitions Consultants Consulting 52

Fortune Financial

APRIL 11, 2024

Reclaiming these assets can be formidable, requiring individuals to wade through bureaucratic processes, trace their employment history and sometimes navigate complex legal requirements to prove ownership. Consult with a Fortune Financial advisor for personalized advice on maximizing the growth of your recovered funds.

Education 59

Education Taxes Consultants Consulting 59

Hedgestone

JUNE 17, 2024

Legal Considerations When Selling Your Amazon Business When you’re ready to sell your Amazon business, understanding the legal landscape is crucial. Navigating the legalities can be tricky, but with the right knowledge, you can avoid common pitfalls and ensure a seamless transaction. Is it worth selling on Amazon Business?

Legal 52

Legal Consultants Consulting Prospects 52

The Motley Fool

NOVEMBER 21, 2024

in consultative discussions, demonstrating the added clinical utility to be gained by adding the Nanox.ARC to their practices. To further assist our commercial core technology OEM rollout, we have created the demo kits to more effectively educate potential buyers on the Nanox value proposition. million as compared to $5.0

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Deal Flow Liabilities Education 245

Fortune Financial

SEPTEMBER 25, 2023

Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Similarly, if you’re saving for your child’s education, you must understand the projected cost and timeline.

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Fee Structure Education Taxes 52

Walkner Condon Financial Advisors

MARCH 16, 2023

The Walkner Condon Team You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only. is Taking Over a Group of Banks to Head Off a Run Does anyone other than bank historians remember it?

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Banks Financial Institutions Startups Assets 98

Ballast Advisors

AUGUST 16, 2023

You should always consult with your tax professional with regard to specific tax questions and obligations. does not provide investment, tax, legal, or retirement advice or recommendations. Ballast Advisors reserve the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

Accounting 52

Accounting Taxes Education Consultants 52

Sara Grillo

AUGUST 25, 2023

I am an irreverent and fun marketing consultant for financial advisors. The goal is to educate people so they can steer clear of the traps the financial services industry sets for them. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.

Accounting 52

Accounting Consultants Consulting Due Diligence 52

Axial

MAY 18, 2023

Hire an M&A consultant. Before engaging a consultant, ask to speak to references, see specific deals or projects they’ve worked on, and look at samples of past prepared materials. Begin aggregating the key materials, then consider handing them over to a consultant or bank for the final compilation and review.

Consultants 52

Consultants Consulting Legal Banks 52