U.S. District Court Dismisses Claims Under ERISA and State Law Against People Who Gave Advice Regarding Deductions that IRS Later Disallowed

The U.S,. District Court, Central District of Illinois, Peoria Division, in C. Johnson et al. v. Sec. Mut. Life Ins. Co. of New York et al., Sec. Mut. Life Ins. Co. of New York v. Katzman et al., dismissed claims against individuals and their company that advised employee unionization and the formation of a tax-exempt voluntary employees' benefit association to receive deductions that the IRS subsequently disallowed. 

See Also: Claims Against Company and Individuals for Incorrect Tax Advice Dismissed, 2010 TNT 13-19 (January 14, 2010). 

Posted by Neil I. Rumbak, Associate Editor, Wealth Strategies Journal.