Legal Opinion
Beverage v. Pullman & Comley, LLC
Court of Appeals of Arizona
Decided April 25, 2013No. 1 CA-CV 12-0173PublishedCited by 4 opinions
1Opinion of the Court
OPINION
JOHNSEN, Judge.
¶ 1 We hold in this ease that a Connecticut law firm that accepted $50,000 in legal fees for issuing an opinion letter to an Arizona resident in connection with a tax shelter transaction is subject to suit in Arizona after the tax shelter failed. We accordingly reverse the superior court’s dismissal for lack of personal jurisdiction and remand for further proceedings.
FACTS AND PROCEDURAL HISTORY
¶2 Bill Beverage, an Arizona resident, heard from his local accountant, Randy Fitzpatrick, of an opportunity to invest in a tax shelter promoted by Chenery Associates, a financial…
2Cases cited19 opinions
- Burger King Corp. v. RudzewiczSupreme Court of the United States · 1985
- Hanson v. DencklaSupreme Court of the United States · 1958
- Sher v. JohnsonCourt of Appeals for the Ninth Circuit · 1990
- The Austad Company, a South Dakota Corporation v. Pennie & Edmonds, a New York PartnershipCourt of Appeals for the Eighth Circuit · 1987
- A. UBERTI & C. v. Leonardo in & for PIMAArizona Supreme Court · 1995
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3Cited by4 opinions
- Hoag v. Hon. french/wellsCourt of Appeals of Arizona · 2015
- Bill Beverage Et Ux v. Pullman & comley/morrisArizona Supreme Court · 2014
- Malcomson v. ImvuCourt of Appeals of Arizona · 2019
- Picus v. Kushner CarlsonCourt of Appeals of Arizona · 2017