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  You are here:  AllExperts > Money > Online Brokerage/Banking > General Stock Investment Strategies

Expert Profile: Tad Borek

Expertise:  I am a San Francisco-based investment adviser and attorney.

Experience in the area
I opened my investment advisory practice, Borek Financial Management, in 1999, and have been a licensed attorney since 1993.

I received my B.S from Cornell University, and a J.D. from George Washington University Law School.

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Average Ratings
Prestige Points: 12344
Knowledge   9.94   Best of the best
Clarity of Response   9.89   Best of the best
Timeliness   9.85   Best of the best
Politeness   10.0   Best of the best
Number Of Questions Today
(GMT time)
0
Max Questions to be Asked
(Per Day, in GMT time)
7
Total Questions
(since joining AllExperts)
907
Recent Reviews from Users
KnowlClarityTimePolitenessDate
1010101005/26/09
1010101005/11/09
1010101004/05/09
1010101002/19/09
1010101002/18/09
User Comments
Thank you so much. Dave
(Dave on 05/26/09)
Thanks so much I will do my research and see what I come up with.
(Adrianne on 04/05/09)
Thanks Tad - I appreciate the answer and the followup link - it does help. The questions I actually asked are of a real situation - actually multiple
(Ron on 02/19/09)
Thank you. I was not aware of the "deemed worthless" aspect. After I submitted my question, i kept trying different google searches and found 2 numb
(Jack on 02/18/09)
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Recent Answers from Tad Borek
2009-05-26  Looking for Delta stock Dave, that's a tough one to track down. My best suggestion is to check with the unclaimed-property authority in the state where your mother lives. If there was a brokerage account that was abandoned, it...
2009-05-10  bankruptcy Dan, in nearly all bankruptcies the original stock is canceled as part of the final bankruptcy order, so it is worthless. New shares are created and given out to creditors. Once the bankruptcy is final...
2009-03-31  gains on stock Rod, sorry for a slow reply - tax season. You need to confirm this for each merger/acquisition (website of the acquiring company is a good source) but typically, this type of transaction is mostly tax-free...
2009-03-30  Selling stock as a custodian Hi Adrianne- This question can get complicated but I'll try to point you in the right direction. Generally the custodian of a minor's account has the power to make changes in the investments, as long...
2009-02-18  Wash Sales Ron, this sounds like a tax exam question! Did you really do these purchases? Regardless here's how to look at the wash sale rule...it requires that you obtain "replacement shares" during the 30 days before/after...
More Answers for "General Stock Investment Strategies"


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