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Cum-Ex, a strategy that took advantage of how Germany collected dividend tax, involved multiple parties claiming refunds on a tax that was paid only once.
May 3 -
The $2.6 billion Miami firm is the largest independent advisor yet to take advantage of the U.S. territory’s incentives.
March 27 -
The biggest-ever payouts went to tipsters who provided information that helped the agency bring a 2016 case against Bank of America.
March 20 -
The Public Company Accounting Oversight Board has imposed a $1 million civil penalty against PricewaterhouseCoopers and censured the firm for its audits of Merrill Lynch.
August 2 -
The sweeping changes the Trump administration hopes to make to individual taxes will likely be a long time coming, Bank of America Merrill Lynch’s municipal research strategy team led by Philip Fischer writes in a report.
July 26