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To: Ilaine who wrote (62121)4/16/2005 11:39:33 PM
From: Snowshoe  Read Replies (1) | Respond to 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).



To: Ilaine who wrote (62121)4/17/2005 1:06:43 AM
From: Maurice Winn  Read Replies (1) | Respond to of 74559
 
<I have a client who lost a bundle on Enron but is too gaga to remember the name of his broker or anything else useful, and he needs the tax break.

Where do I turn?
>

There must be some sort of paper trail lying around his house or family's house or he maybe has a friend who visits or whose name he can remember. Bank records - at the bank. I assume you have power of attorney or whatever it's called over there.

IRS must be able to tell you quite a bit as already suggested. Ask Google if It knows anything about him.

Mqurice



To: Ilaine who wrote (62121)4/17/2005 8:04:34 AM
From: elmatador  Read Replies (2) | Respond to of 74559
 
Your client may not be saying the truth!! Have you consider that?