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Financial & Tax

Financial and Tax Lawyer California

Financial and Tax Lawyer San Francisco California

Victims of financial fraud need help. Even the smartest and most experienced can be duped into business or investment ventures that are essentially scams.

Those perpetrating these frauds are clever, experienced and persuasive. The attorneys at Guy O. Kornblum, A Professional Law Corporation in San Francisco have represented many who have been victimized, whether it be a bogus tax shelter, the sale of unnecessary life insurance, or other investments that in retrospect were “too good to be true.”

We can advise and counsel you in these matters, provide representation and put the pressure on the defendants, whether individuals or big companies that have allowed their agents to misuse investment products in their sale to you.


If you have discovered that you put yourself at risk and lost money, while your broker or agent benefited from the tax shelter transaction, you may have been the victim of tax shelter abuse or fraud. At the San Francisco law offices of Guy O. Kornblum, A Professional Law Corporation, we can protect your rights and help you get your money back.



It is the job of brokers, agents and investment counselors to sell plans. If they suggest you enroll in a tax-exempt plan to fund your retirement, they may tell you that your payments are tax deductible, then set up the plan so they are not. What may seem like a mistake can be very profitable for them and can have serious consequences for you.

If a broker, agent or counselor gave you false information about a tax shelter for insurance, trust or retirement purposes, you may have been the victim of tax shelter fraud. We will take a look at your plan and determine what is deductible and how your plan could be altered to actually benefit you. Next, we will come up with a plan to make sure the fraudulent broker or agent is held responsible.

With over forty years of experience taking on insurance companies, agents and brokers in fraud and bad faith claims, attorney Guy Kornblum has handled hundreds of these cases. He understands what you have at stake and what you can do to protect your rights in cases of tax shelter fraud and abuse.

Our lawyers can help you determine if you have been the victim of financial fraud, and, if so, help you respond appropriately to protect your rights and seek compensation from the wrongdoers. Call (415) 440-7800 or use the form below to schedule a consultation and find out more.