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SEC Allegations of Insider Trading
Case

SEC Allegations of Insider Trading

Defense counsel retained Professor Emeritus William Beaver of Stanford University and Cornerstone Research on behalf of a former CEO of a publicly traded water treatment company.

Tax Implications of Alleged Options Backdating
Case

Tax Implications of Alleged Options Backdating

Cornerstone Research analyzed corporate and individual tax treatments of employee stock options related to stock option backdating allegations.

Tax-Advantaged Transactions
Case

Tax-Advantaged Transactions

Cornerstone Research evaluated the fundamental requirements for tax-advantaged transactions (also known as tax shelters) to be sustained if challenged by the IRS, including whether transactions had a reasonable business purpose.

Auditor Liability Following Client Bankruptcy
Case

Auditor Liability Following Client Bankruptcy

Counsel for a large auditing firm retained Cornerstone Research in an action arising from the bankruptcy of one of the auditor’s clients.

Tax Treatment of a Partnership
Case

Tax Treatment of a Partnership

Cornerstone Research examined the economic substance of a partnership, addressing whether the partnership had features of an equity investment.

Metropolitan Creditors’ Trust et al. v. Ernst & Young
Case

Metropolitan Creditors’ Trust et al. v. Ernst & Young

Counsel for Ernst & Young retained Cornerstone Research and Professor Christopher James of the University of Florida in an accountant’s malpractice claim brought by the bankrupt estate of Metropolitan Mortgage…

DPL Inc. Securities Litigation
Case

DPL Inc. Securities Litigation

For a case involving both federal and state claims, Cornerstone Research supported Professor J. Richard Dietrich of The Ohio State University to review how DPL, a large Ohio electric utility,…

Anglo American Security Fund v. S.R. Global International Fund
Case

Anglo American Security Fund v. S.R. Global International Fund

Counsel for Ernst & Young retained Cornerstone Research in a case arising from losses incurred by hedge fund investors.

AOL Time Warner Inc. Securities Litigation
Case

AOL Time Warner Inc. Securities Litigation

In class action–related securities litigation brought by opt-out plaintiffs, Cornerstone Research supported Timothy Lucas, former director of research and technical activities at the Financial Accounting Standards Board and former chairman…

Auditor Independence: Audit Firm
Case

Auditor Independence: Audit Firm

Cornerstone Research was retained by defense counsel for a national accounting firm in a case involving an audit of a large company.

Baker v. American Century Investment Management, Inc.
Case

Baker v. American Century Investment Management, Inc.

Counsel for American Century retained Cornerstone Research in an action alleging that the investment management company had charged excessive fees to its mutual fund customers.

DMX Music, Inc. v. Muzak LLC and CVS Pharmacy, Inc.
Case

DMX Music, Inc. v. Muzak LLC and CVS Pharmacy, Inc.

DMX sued CVS and Muzak in California over an agreement to provide music programming services to the CVS drugstore chain.

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