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Jun 6, 2018 - Uncategorized by |

San Francisco and California Financial Elder Abuse and Annuity Attorneys: FINRA Enforcement

ATTORNEY NEWSLETTER FINRA Cracking Down on Faulty Annuity Replacements Cracking Down on Exploitation The Financial Industry Regulatory Authority (FINRA) is looking closely at brokers guilty of churning their clients’ annuities. The churning (or replacements) resulted in heavy surrender charges, fees, and tax bills for the cheated clients. The San Francisco […]

Jun 4, 2018 - Uncategorized by |

Marin County and California Financial Elder Abuse and Annuity Attorneys: How Investors Get Into Trouble With Annuities

ATTORNEY NEWSLETTER Beware The Hype Annuities Are Complex And Dangerous To Your Pocketbook Annuities are complex, long-term insurance contracts, especially deferred annuities. Agents and carriers often sell inappropriate or unsuitable annuity contracts to consumers, especially seniors. Agents and companies pitch the annuities as sound retirement investments offering income security late […]

Jun 3, 2018 - Uncategorized by |

California Banking and Elder Abuse Attorney: Closed Bank Accounts-Where to find California Unclaimed Property

ATTORNEY NEWSLETTER Closed Bank Accounts Banks routinely close inactive accounts and our California Elder Abuse attorneys have seen this happen to seniors especially.  An account may have been opened years ago and forgotten or addresses changed. Banks close accounts due to inactivity over periods of time. When a bank closes […]

May 30, 2018 - Uncategorized by |

Alameda County and California Financial Elder Abuse and Annuity Attorneys: FINRA Enforcement

ATTORNEY NEWSLETTER FINRA Cracking Down on Faulty Annuity Replacements Cracking Down on Exploitation The Financial Industry Regulatory Authority (FINRA) is looking closely at brokers guilty of churning their clients’ annuities. The churning (or replacements) resulted in heavy surrender charges, fees, and tax bills for the cheated clients. The California annuity […]

May 28, 2018 - Uncategorized by |

California and San Francisco Whistleblower and Tax Fraud Attorneys: Base for IRS Whistleblower Awards Increases

ATTORNEY NEWSLETTER Internal Revenue Service Whistleblower Awards Awards Now Based on Penalties Too The Internal Revenue Service (IRS) pays awards to people who provide specific and credible information to the IRS if the information results in the collection of taxes, penalties, interest or other amounts from the noncompliant taxpayer. For […]

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