Blog Posts in "Investment

7 Jul 2026

The Role of Business Litigation in Protecting Your Company’s Interests

Business disputes impact your company’s bottom line, stunt growth potential, and derail focus. Each minute and dollar you spend on them detracts from your earnings and your concentration on core priorities. While disputes may be unavoidable, settling them out of court isn’t always possible — or the best decision. Learn more about business litigation and how it can be a strategic tool for protecting your business interests when needed.

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1 Apr 2026

Understanding the Role of Due Diligence in Private Investments

Whether you are an angel investor looking at a startup or a firm considering a buyout, the difference between a high-performing asset and a financial loss often comes down to one critical phase: the investigation. Understanding the role of due diligence in private investments is the first step toward reducing risk. It is the rigorous process of evaluating whether the opportunity is viable on paper and in reality.

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6 Jan 2025

How Does the New Massachusetts Clean Energy Bill Impact Your Condo?

As the world faces climate change, states like Massachusetts pursue a sustainable future. The recent Massachusetts Clean Energy Bill signals a commitment to renewable energy. But what does this mean for you as a condo owner or member of a condominium association? This law aims to embrace cleaner energy solutions, reduce costs, and enhance property values.

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13 Sep 2024

Is Private Lending Legal?

While private money lending is legal, there are essential things to remember. First, you should know what private lending entails to determine whether it covers your transaction. Second, transactions covered by private lending laws must comply strictly to avoid legal consequences. Finally, legal support is optional but extremely beneficial when engaging in private lending.

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22 Aug 2024

Can You Sue for Breach of Fiduciary Duty?

Beneficiaries can sue fiduciaries who breach their duties. To succeed, you must understand the fiduciary’s responsibilities and how to conduct civil proceedings in court. Considering the complexity of such cases, it’s crucial to assess your claim’s validity and develop a practical strategy.

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15 Aug 2024

Tax Implications for Private Investors: What You Need to Know

Understanding the private investment tax laws can help investors ensure compliance and increase their returns. In this article, you’ll learn the fundamentals of private equity taxation, including how dividends and capital gains are taxed. You will also learn about tax distributions and how to navigate common compliance challenges.

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1 Aug 2024

Questions You Should Ask When Private Lending

Business owners can raise money through various means. One common example is private lending. Considering the potential financial and legal implications, parties must ask vital questions before concluding the transaction to make informed decisions.

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25 Jul 2024

Is a Power of Attorney Valid After Death?

Does a durable power of attorney (POA) end at death? If yes, what should you do when a loved one dies after executing a power of attorney during their lifetime? The legal principles surrounding POAs can be complex and confusing to many people. Considering their potential implications, it’s crucial to understand how they work.

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7 May 2024

Can a Power of Attorney Change a Life Insurance Beneficiary?

Powers of attorney (POAs) are instrumental in estate planning. They allow life insurance policyholders to designate other parties to act on their behalf, such as purchasing coverage and paying premiums. Someone with power of attorney could change the beneficiary on a life insurance policy, subject to legal exceptions. In this guide, you’ll learn the relevant aspects of POA and the circumstances in which a POA holder can alter life insurance policies.

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29 Apr 2024

Types of Investment Fraud

Fraudsters use different tactics to scam investors. While most of these approaches are old, new fraudulent schemes keep emerging, especially on the internet. Investors must be vigilant and conduct due diligence before transferring money or assets to any promoter, regardless of their relationship. This guide discusses the seven common types of investment fraud and tips on protecting your interests.

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29 Apr 2024

How to Catch Investment Fraud

Investment fraud has grown popular over the years, threatening trust and confidence in the financial market. It causes financial and emotional losses to individuals and business owners, some of whom never recover fully. Fortunately, there are ways to catch investment fraud early, which we discuss in this article. If you have been defrauded, you may seek legal remedy in court, depending on the facts of the case.

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8 Apr 2024

Guide to Investing in Private Companies

Private company investments offer investors opportunities to diversify their portfolios and play a vital role in the success of businesses. However, it’s crucial to understand what private company investment entails and how the investments can be structured. In this guide, you’ll learn what private companies are, including the types of private companies available in Massachusetts. 

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30 Apr 2021

How to Recover Loaned Money in Massachusetts

Have you loaned a significant amount of money to a business partner, family member, or friend and not yet received your money back? If you find yourself in this tricky situation, you may be wondering how to proceed to recover your money and preserve your relationship.

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