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LOSSES IN FANNIE MAE OR FREDDIE MAC PREFERRED STOCKS

Have you Suffered Losses in Fannie Mae or Freddie Mac Preferred Stocks? You are not alone, and many investors in Fannie Mae and Freddie Mac preferred stocks are filing claims against their brokers and brokerage firms as a result of the sales practices related to these products. For years, investment …

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LOSSES IN MORGAN KEEGAN BOND FUNDS

Have You Suffered Losses in Morgan Keegan Bond Funds? Have you purchased Morgan Keegan Bond Funds, particularly the Regions Morgan Keegan High Income Fund; Regions Morgan Keegan Multi-Sector High Income Fund; Regions Morgan Keegan Select High Income Fund; Regions Morgan Keegan Strategic Income Fund; Regions Morgan Keegan Advantage Income Fund; …

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ARE YOU A VICTIM OF SECURITIES FRAUD?

It is our experience that the majority of the victims of securities fraud simply do not take action for a number of reasons.  Such inaction is often the result of uncertainty as to what constitutes securities fraud or uncertainty as to what things brokers can, cannot, or are required to …

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THINK TWICE BEFORE TRANSFERRING YOUR VARIABLE ANNUITY TO A DIFFERENT BROKERAGE FIRM OR ANNUITY COMPANY

If you have purchased a variable annuity, or any annuity for that matter, it is likely that you do not fully understand how it works, what it does and does not offer you, or why you even purchased it in the first place. It is also very likely that your …

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LOSSES IN LEHMAN BROTHERS STRUCTURED NOTES

Have You Suffered Losses in Lehman Brothers Structured Notes Sold by UBS and Other Major Brokerage Firms? Many investors are filing claims against UBS Financial Services and other major brokerage firms alleging that they were deceived as to the risks of investing in Lehman Brothers structured notes.  Brokers pitched the …

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IRS LOSS TREATMENT FOR CERTAIN INVESTMENT LOSSES

THE AVAILABILITY OF ORDINARY LOSS TREATMENT FOR CERTAIN INVESTMENT LOSSES UNDER THE INTERNAL REVENUE CODE[1] Jeffrey P. Coleman and Jennifer R. Newsom[2] I. THE SHORTCOMINGS OF CAPITAL LOSS TREATMENT. 2 II. ESTABLISHING A THEFT UNDER FEDERAL INCOME TAX LAWS. 3 The Definition of Theft. 3 Examples of Conduct Giving Rise …

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CAN AN INVESTMENT BECOME A THEFT FOR TAX PURPOSES?

CAN AN INVESTMENT BECOME A THEFT FOR TAX PURPOSES? The classic Ponzi scheme may soon be renamed the Madoff scheme, simply by virtue of the massive amount of money invested with Madoff. It is now known that Madoff, like his famous predecessor, Charles Ponzi, used monies given to him by …

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