Monthly Archives: May 2018

Unfortunately, fraud is very common and it is often not discovered until investors have experienced a substantial amount of loss. A California whistleblower attorney at Evans Law Firm can provide representation to those who have been defrauded in connection with financial products. The Securities and Exchange Commission (SEC) urges insiders […]

ATTORNEY NEWSLETTER Beware Annuity Sales Hype Always Think About Taxes Incomplete information may be worse than none at all, particularly when it comes to annuities and taxes. Tax deferral is a key component of sound retirement planning.  Insurance agents push annuities as the best tool for that deferral.  Resist that […]

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 […]

ATTORNEY NEWSLETTER Helping Senior Loved Ones in Marin County Every day, thousands of seniors suffer injury at the hands of acquaintances or people they know even better. Seniors in Marin County are targets and victims of financial elder abuse too.  The consequences of financial elder abuse in any form and […]

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 […]

Financial fraud is a pervasive problem and seniors are often the ones victimized by the perpetrators of that fraud. A California securities fraud attorney should be consulted to provide representation in circumstances where a senior has been the victim of any kind of financial fraud. An attorney can help seniors […]

ATTORNEY NEWSLETTER Financial Elder Abuse Comes From All Directions Financial elder abuse takes many forms and comes from many different directions. Thousands of seniors suffer injury at the hands of acquaintances or people they know even better.  Elder victims lose their life savings, pensions, and homes through these scams and […]

ATTORNEY NEWSLETTER False Claims Whistleblower Cases Awards Over ninety percent of all government recoveries for false claims made to the government for payments come from cases initiated by whistleblowers. Those whistleblower cases are brought under the False Claims Act, which allows private persons (known as “relators” similar to “whistleblowers”) to […]

Seniors are especially vulnerable to scammers who target them, and a San Jose financial elder abuse attorney should be consulted if you are a senior who has been victimized by dishonest and unethical behavior.  Unfortunately, many elderly investors were recently scammed out of more than $1 million by the pastor […]

ATTORNEY NEWSLETTER California Law Protecting Victims California’s Identity Theft Act Every two seconds, a consumer falls victim to identity theft. Thieves access bank accounts, credit cards, online payment services, and home equity lines of credit. Often, when the victim refuses to pay the fraudulent charge, the credit card company or […]