Fines &
penalties
Date Mutual fund company (in $mns)
Dec. 18, 2003 Alliance Capital Management $250
Feb. 5, 2004 MFS Investment Management $225
March 15, 2004 Bank of America/Fleet Boston $515
April 8, 2004 Putnam Investments $110
April 27, 2004 Janus Capital Group $100
May 20, 2004 Strong Capital Management/Richard Strong $140
June 22, 2004 Pilgrim Baxter & Associates $90
June 30, 2004 Bank One Investment Advisors $50
Sept. 8, 2004 Invesco Funds Group $325
Sept. 8, 2004 AIM Advisors $50
Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.
Test your knowledge of the biggest accounting headlines of the week. No. 2 pencil not required!
Plus, Earmark launches a web app; and other accounting technology news.
Plus, the Kansas Society of CPAs gives out scholarships; the Accounting MOVE Project announces a mini summit; and more.
Speedy sentencing; WWTF; no longer Confident; and other highlights of recent tax cases.
The IRS and the Treasury released final regs on the tax credits, with specific rules for partnerships and S corporations.
