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Category: Bay Area

Jun 22, 2017 - Bay Area by |

San Francisco County and California Annuities and Investment Fraud and Financial Elder Abuse Attorney: Retirement Planning

ATTORNEY NEWSLETTER Holistic Retirement Planning Planning for Tomorrow Twenty-first Century life is ever more caught up in the moment; it’s a Snapchat/Instagram world shared in a succession of moments. But the moments add up to hours and days and years, the years to decades. Before you know it, you’re caught […]

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Jun 20, 2017 - Bay Area by |

San Francisco County and California Whistleblower and Securities and Tax Fraud Attorneys: Tax and Securities Fraud and False Claims

ATTORNEY NEWSLETTER IRS Whistleblower Reveals Hedge Fund Tax Fraud Massive Tax Fraud and Multiple False Claims Tax fraud ranges from cheating on a 1040 to massive tax avoidance schemes, often offshore, amounting to the tens of millions. One whistleblower (also known as a “relator” under some statutes) has blown the […]

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Jun 12, 2017 - Annuities Fraud by |

Marin County Annuity Fraud and FINRA Arbitration Attorney: Annuity Fraud and FINRA Arbitration

ATTORNEY NEWSLETTER FINRA Gives Individual $1 Million for Annuity Fraud Annuity Fraud Annuity fraud, especially targeting seniors, is a growing problem. Complex annuities are often sold to individuals as retirement investments when they are, in fact, an insurance product often wholly unsuitable to a client’s portfolio or future financial needs. […]

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