CRA’s Forensic Services Practice was retained to help resolve a FINRA-arbitrated dispute between a major financial services firm and a significant customer, regarding the fees charged on a multi-million-dollar investment portfolio. The CRA team analyzed the investment activity, including investment and advisory fees, and reviewed the underlying account documentation, including account opening documents, investment fee disclosures, and fee change notices, to recompute the fees in dispute.
Measuring and mitigating harm from discriminatory taxes
In the article the authors examine the April 2 Executive Order signed by President Trump highlighting US trading partners’ nontariff barriers, such as...