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    Supreme Court Strikes Down “Bob Richards” Rule, Impacting Consolidated Group Members’ Entitlement to Tax Refunds in Bankruptcy Proceedings
    2020-02-28

    On February 25, 2020, in Rodriguez v. FDIC,1 the U.S. Supreme Court unanimously rejected the application of the so-called “Bob Richards” rule, a judicial doctrine that was developed in the context of a bankruptcy case almost 60 years ago concerning ownership of tax refunds secured by the parent corporate entity on behalf of a bankrupt subsidiary included in a consolidated group tax return.

    Filed under:
    USA, Banking, Insolvency & Restructuring, Litigation, Tax, O'Melveny & Myers LLP, Bankruptcy, Internal Revenue Service (USA), Ninth Circuit, Tenth Circuit
    Authors:
    Alexander Anderson , John J. Rapisardi , Billy Abbott , Alexander Roberts , Matthew P. Kremer , Dawn Lim
    Location:
    USA
    Firm:
    O'Melveny & Myers LLP
    U.S. Supreme Court Rules Against Use of Bob Richards Rule to Determine Ownership of Tax Refund Within Consolidated Group: Consolidated Return Filers Should Check Their Tax Sharing Agreements Now
    2020-03-02

    On February 25, 2020, in Rodriguez v. Federal Deposit Insurance Corporation, No. 18-1269 (U.S. 2020), the U.S. Supreme Court effectively ruled that the so-called “Bob Richards rule” should not be used to determine which member of a group of corporations filing a consolidated federal income tax return is entitled to a federal income tax refund.

    Filed under:
    USA, Insolvency & Restructuring, Litigation, Tax, Kelley Drye & Warren LLP, Income tax, Internal Revenue Service (USA), Federal Deposit Insurance Corporation (USA), Supreme Court of the United States
    Authors:
    Andrew H. Lee
    Location:
    USA
    Firm:
    Kelley Drye & Warren LLP
    The Supreme Court’s Rejection of the Bob Richards Rule Creates Uncertainty Regarding the Entitlement of Members of a Consolidated Group to Tax Refunds
    2020-03-02

    On February 25, 2020, the United States Supreme Court in Rodriguez v. Federal Deposit Insurance Corporation[1] struck down a judicial federal common law rule—known as the Bob Richards rule—that is used by courts to allocate tax refunds among members of a corporate affiliated group where the group does not have a written tax sharing agreement in place, or, at least in some federal Circuits, where an agreement fails to allocate the refunds unambiguously.

    Filed under:
    USA, Insolvency & Restructuring, Litigation, Tax, A&O Shearman, Income tax, Federal Deposit Insurance Corporation (USA), Internal Revenue Code (USA)
    Authors:
    Todd Lowther , Ryan Bray , Fredric Sosnick , Luckey McDowell , Ian E. Roberts
    Location:
    USA
    Firm:
    A&O Shearman
    High Court Tax Refund Ruling Indicates State Law Authority
    2020-03-02

    On Feb. 25, The U.S. Supreme Court issued its decision in Rodriguez v. Federal Deposit Insurance Corp.,[1] a case involving a dispute between (1) the trustee in bankruptcy of a defunct bank holding company, and (2) the FDIC, as receiver for the bank holding company’s failed bank subsidiary, over the ownership of a federal income tax refund that was payable by the U.S. Department of the Treasury to the bank holding company as the parent of a consolidated tax filing group.

    Filed under:
    USA, Banking, Insolvency & Restructuring, Litigation, Tax, Kilpatrick Townsend & Stockton LLP, Bankruptcy, Supreme Court of the United States, Tenth Circuit
    Authors:
    Todd C. Meyers , Alfred S. Lurey
    Location:
    USA
    Firm:
    Kilpatrick Townsend & Stockton LLP
    Bankruptcy Court Preliminary Injunction Held Not Appealable
    2020-03-03

    A bankruptcy court’s preliminary injunction was “not a final and immediately appealable order,” held the U.S. District Court for the District of Delaware on Dec. 10, 2019. In re Alcor Energy, LLC, 2019 WL 6716420, 4 (D. Del. Dec. 10, 2019). The court declined to “exercise [its] discretion” under 28 U.S.C. §158(a)(3) to hear the interlocutory appeal. Id., citing 16 Wright & Miller, Federal Practice and Procedure, §3926.1 (3d ed. 2017) (“There is no provision for appeal as of right from an injunction order of a bankruptcy judge to the district court.”).

    Filed under:
    USA, Insolvency & Restructuring, Litigation, Schulte Roth & Zabel LLP, Internal Revenue Service (USA), United States bankruptcy court, Third Circuit
    Authors:
    Michael L. Cook
    Location:
    USA
    Firm:
    Schulte Roth & Zabel LLP
    Can a Corporate Debtor Be a ‘Financial Institution’? Second Circuit Again Holds That Tribune’s LBO is Protected By the Bankruptcy Code’s Safe Harbors
    2020-03-03

    On December 19, 2019, the Second Circuit held that appellants’ state law constructive fraudulent transfer claims were preempted by virtue of the Bankruptcy Code’s safe harbors that exempt transfers made in connection with a contract for the purchase, sale or loan of a security from being clawed back into the bankruptcy estate for

    Filed under:
    USA, Insolvency & Restructuring, Litigation, A&O Shearman, Second Circuit
    Authors:
    Fredric Sosnick , Joel Moss , Ned S. Schodek , Luckey McDowell , Ian E. Roberts
    Location:
    USA
    Firm:
    A&O Shearman
    Executive Conversation: Ted Manley on Optimization
    2020-03-03

    Declining foreclosure volume has created a “new normal” in default levels, but servicers can’t get complacent. Ted Manley explains why now is the perfect time to optimize processes with talent and technology to prepare for the inevitable volume increase.

    HousingWire: What are some of the pressing issues facing servicers right now from a regulatory standpoint?

    Filed under:
    USA, Ohio, Banking, Insolvency & Restructuring, Manley Deas Kochalski LLC, Foreclosure
    Authors:
    Theodore K. Manley
    Location:
    USA
    Firm:
    Manley Deas Kochalski LLC
    Gerrymandering votes in bankruptcy? The classification of an undersecured claim
    2020-02-25

    Confirmation of a Chapter 11 plan generally requires the consent of each impaired class of creditors. A debtor can “cramdown” a plan over creditor dissent, however, as long as at least one class of impaired claims accepts the plan.

    Filed under:
    USA, Insolvency & Restructuring, Litigation, Dechert LLP
    Authors:
    Shmuel Vasser , Alaina Heine
    Location:
    USA
    Firm:
    Dechert LLP
    The 910 Cramdown: Personal or Business Use?
    2020-02-25

    When the Bankruptcy Abuse Prevention and Consumer Protection Act (BAPCPA) revised the U.S. Bankruptcy Code in 2005, Section 1325 was amended to add a new paragraph that is affectionately referred to as the “hanging paragraph.” It states:

    Filed under:
    USA, Insolvency & Restructuring, Litigation, Manley Deas Kochalski LLC, Title 11 of the US Code
    Authors:
    Stephen R. Franks
    Location:
    USA
    Firm:
    Manley Deas Kochalski LLC
    Death of the Bob Richards Rule?Supreme Court Limits Federal Common Law ( Rodrigues v. Fed. Deposit Ins. Corp.)
    2020-02-25

    When can a Federal Court employ a federal common law rule to make its decision in the case? Justice Gorsuch answer this in Rodriguez v. Fed. Deposit Ins. Corp., U.S., No. 18-1269, 2/25/20.[1] The answer . . . less often than you might think.

    Filed under:
    USA, Insolvency & Restructuring, Litigation, BCLP, Federal Deposit Insurance Corporation (USA), Office of Thrift Supervision, Internal Revenue Code (USA)
    Authors:
    Craig Schuenemann
    Location:
    USA
    Firm:
    BCLP

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