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Taxation & Estate Planning

: TaxProf Blog

WSJ to Mutual Fund Shareholders: Sell Now!

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With the average U.S. mutual fund down 33% for the year and large capital gains distributions looming in December, today's Wall Street Journal urges those owning mutual fund in non-retirement accounts to sell in order to be able to take...

Full post as published by TaxProf Blog on October 22, 2008 (boomark / email).

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Lawsuits and Settlements

Mutual Fund Losses
alleging financial advisors breached fiduciary duties by not looking out for investors best interests.

The Reserve Fund's Primary Fund
401(k) / ERISA Stock Fraud

The Reserve Fund's Primary Fund
RFIXX

Grubb & Ellis
alleging violations of fiduciary duties to shareholders and securities laws.

Google
alleging that companies who used internet advertising to sell mobile content have overpaid for keywords.

John Vermillion and Associates LLC et al.
allegedly misrepresented themselves as qualified financial advisers to sell living trusts and exploit senior citizens.

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