The Sarbanes Oxley Act of 2002 "SOx" § 806 protects certain employees who reasonably believe they are reporting a violation of a law, rules, or regulation listed in § 806. Their belief must be subjectively and objectively reasonable.
The Prudent Investor Act introduced new standards for investment performance. It de-emphasizes the importance of accounting income and instead measures a trustee's performance in terms of total return (income plus growth) to the trust portfolio.
I had a call last week on Friday, from the search firm, seeking to potentially fill a recent query for an Expert Witness. Reporting that I’m available for a phone interview was the next step. With that in mind, I could expect a call from a law firm partner, who would be asking
