GOODMAN v. UBS FINANCIAL SERVICES INC.
Case Number:
2:21-cv-18123
Court:
Nature of Suit:
Multi Party Litigation:
Class Action
Judge:
Firms
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July 13, 2023
UBS Gets Nod On $2.5M Tax Reporting Deal With Bondholders
A New Jersey federal court gave preliminary approval to a $2.5 million settlement that would resolve claims that UBS Financial Services cost its bondholders millions of dollars by misrepresenting bond premiums after incorrectly reporting tax information.
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June 12, 2023
UBS Bondholder Seeks Initial OK On $2.5M Tax Reporting Deal
A UBS Financial Services bondholder asked a New Jersey federal judge to give initial approval to a $2.5 million settlement to resolve claims that the company cost its bondholders millions of dollars in taxes by misreporting bond premiums.
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June 30, 2022
Judge Trims UBS Client's Suit Over Bond Tax Reporting
A New Jersey federal judge Thursday dismissed parts of a man's suit against UBS Financial Services arguing it cost bondholders millions in taxes by misreporting bond premiums, but the judge allowed claims alleging negligence and breach of contract to proceed.