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Emergency Advice

Investing for the Long Term – How to Play Trends That Will Move Markets for Years to Come

Investing for the Long Term – How to Play Trends That Will Move Markets for Years to Come

Investing for the Long Term – How to Play Trends That Will Move Markets for Years to Come, as reported in the WS Journal. Investors often try to profit by betting on short- and medium-term shifts in stocks and bonds. But the real money comes from anticipating long-term trends, the kinds of changes that take […]

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U.S. banks post detailed crisis plans to avoid breakup threat

U.S. banks post detailed crisis plans to avoid breakup threat

WASHINGTON (Reuters) – The largest Wall Street banks on Monday published detailed manuals of how to shut down their business during a crisis without the help of taxpayer money, a crucial step to prevent being broken up by regulators. After the 2007-09 financial crisis, the banks were required to submit the so-called “living wills” each year to […]

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Here are 15 economic surprises for 2015 Business leaders predict what we’ll be talking about this time next year.

Here are 15 economic surprises for 2015 Business leaders predict what we’ll be talking about this time next year.

As reported in the OC Register: Think back a year ago. Did anybody see consumers rewarded with cheap money and cheap gasoline – along with a healthy economy – nicely wrapped under the 2014 economic Christmas tree? It’s a good lesson that it’s one thing to predict economic trends – the high-probability business patterns we […]

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10 things emergency rooms won’t tell you

10 things emergency rooms won’t tell you

10 things emergency rooms won’t tell you – Why it takes so long and costs so much to get care in the E.R., as reported in the WS Journal. 1. “Patience will get you nowhere.” Nobody likes a visit to the emergency room. Babies are crying. People are wheezing or moaning in pain. And there’s […]

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Put Your Financial House in Order – There’s No Better Time for Some Financial Housekeeping

Put Your Financial House in Order – There’s No Better Time for Some Financial Housekeeping

Put Your Financial House in Order – There’s No Better Time for Some Financial Housekeeping, as reported in the WS Journal. There’s nothing like the start of a new year to prompt an urge to improve our finances, but all too often our best-laid plans fall apart. Luckily, an approaching deadline might be useful for […]

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Relief for residential rental projects financed with exempt facility bonds due to Colorado disasters

Relief for residential rental projects financed with exempt facility bonds due to Colorado disasters

IRS Notice – In IR 2013-79; Notice 2013-63, 2013-42 IRB, IRS has suspended certain requirements under Code Sec. 142(d) for qualified residential rental projects financed with exempt facility bonds to provide emergency housing relief needed as a result of the devastation caused by the weather-related disasters in the State of Colorado that began Sept. 11, […]

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Why Your College-Age Children Need an Estate Plan They Should Designate Someone to Make Medical and Financial Decisions

Why Your College-Age Children Need an Estate Plan They Should Designate Someone to Make Medical and Financial Decisions

As reported in the WS Journal, Why Your College-Age Children Need an Estate Plan – They Should Designate Someone to Make Medical and Financial Decisions.  Here’s an issue many families overlook when children leave for college: That child, in the eyes of the law, is now an adult—and needs some all-important documents. Once individuals reach […]

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Prepare Your House and Finances for a Natural Disaster

Prepare Your House and Finances for a Natural Disaster

As reported in the WS Journal, “Prepare Your House and Finances for a Natural Disaster,” I find myself having to make a “to-do” list.  See what you think about the suggestions and advice – – sounds good to me. You may not be as prepared as you think.  When a storm is bearing down or […]

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IRS gives extra time to small, automatically-revoked organizations hit by Hurricane Sandy

IRS gives extra time to small, automatically-revoked organizations hit by Hurricane Sandy

The IRS is allowing small tax-exempt organizations affected by Hurricane Sandy until February 1, 2013, to apply for reinstatement of their exempt status and seek transitional relief. News Release IR-2012-96. To be eligible for the postponed deadline, described in Notice 2012-71, the organization’s principal place of business must be located in the covered disaster area, […]

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Retirement Plans Can Make Loans, Hardship Distributions to Sandy Victims

Retirement Plans Can Make Loans, Hardship Distributions to Sandy Victims

The Internal Revenue Service announced that as part of the administration’s efforts to bring all available resources to bear to support state and local partners impacted by Hurricane Sandy, 401(k)s and similar employer-sponsored retirement plans can make loans and hardship distributions to victims of Hurricane Sandy and members of their families. 401(k) plan participants, employees […]

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Safeguard Documents From Next Storm

Safeguard Documents From Next Storm

An great article in the WSJ, entitled “Safeguard Documents From Next Storm,” is a good reminder to all of us to have back-up plans for safeguarding important documents.  Here’s the article. It happened again. Just a year after Tropical Storm Irene and an October nor’easter delivered a one-two punch to my shoreline New England community, […]

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Meet Paul Raymond

Meet Paul Raymond

Mr. Raymond is a sought after speaker in tax controversy law by many attorney, accountant, and business groups and at the request of the Internal Revenue Service, has presented programs at the IRS Nationwide Tax Forum, attended by tax professionals throughout the United States.

Additionally, he continues to be an active member in the Section of Taxation, American Bar Association, where he was the Past Chair of the Employment Taxes Committee.

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Member CA Bar Member Orange County Bar US Tax Court Attorney