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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: Ilaine who wrote (62121)4/16/2005 11:39:33 PM
From: Snowshoe  Read Replies (1) of 74559
 
If you can get access to your client's old tax returns, you may be able to determine the broker(s) by checking Schedule C to find the name of the interest/dividend payer(s). If all else fails, you might be able to get copies of the returns from the IRS.

Once you know the broker(s), you could contact their legal department to try to reconstruct the past history of the account(s).
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