Legal Opinion
GOODMAN v. UBS FINANCIAL SERVICES INC.
District Court, D. New Jersey
Decided June 30, 2022No. 2:21-cv-18123Unknown
1Opinion
UNITED STATES DISTRICT COURT FOR THE DISTRICT OF NEW JERSEY RICHARD GOODMAN, individually and as trustee of the Richard M. Goodman revocable living trust, and on behalf of all others similarly situated, Civ. No. 21-18123 (KM) (MAH) Plaintiff, OPINION v. UBS FINANCIAL SERVICES, INC., Defendant. KEVIN MCNULTY, U.S.D.J.: Sometime before 2014, Richard Goodman purchased a significant number of taxable municipal bonds, which he held in a brokerage account controlled by defendant UBS Financial Services, Inc. (“UBS”). Goodman alleges that for the tax years between 2015 and 2018, UBS incorrectly…
2Cases cited27 opinions
- Ashcroft v. IqbalSupreme Court of the United States · 2009
- Bell Atlantic Corp. v. TwomblySupreme Court of the United States · 2007
- Clark-Fitzpatrick, Inc. v. Long Island Rail RoadNew York Court of Appeals · 1987
- Murphy v. American Home Products Corp.New York Court of Appeals · 1983
- Davis v. Wells Fargo, U.S.Court of Appeals for the Third Circuit · 2016
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