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Financial Planning

High-Frequency Traders Try to Combat Critics

High-Frequency Traders Try to Combat Critics

High-frequency trading firms formed a trade group to challenge what they see as a public misperception of their business. The trading firms believe most of the public believes high-frequency traders are behind the severe volatility that has plagued Wall Street. The firms attribute the market disruptions to human error and not computers run amok. Wall […]

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Treasury official explains misconceptions and criticisms relating to FATCA

Treasury official explains misconceptions and criticisms relating to FATCA

In a post to the Treasury Department’s website, a Treasury official addressed many of the concerns and criticisms relating to the Foreign Account Tax Compliance Act (FATCA). Among other things, he clarified a number of misconceptions about the effect that FATCA will have on U.S. citizens living abroad, and also explained how Treasury is drafting […]

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August Is Time for a Financial Reboot

August Is Time for a Financial Reboot

As reported in the news of the WS Journal, August is Time for a Financial Reboot, it’s a good time for year-end financial planning. Here’s the article. August. You could call it the nap-time of personal-finance planning. Many workers find this month is a quiet time at the office. For families, it’s a time to […]

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Six Money Moves You Should Make in 2013

Six Money Moves You Should Make in 2013

As reported in the news of the WS Journal, here are some tips about making Six Money Moves You Should Make in 2013. Some of them might surprise you but they do leave you thinking – here’s the bullet list:  1. Work out your biggest savings goal; 2.  Ramp up your investments; 3. Try homemade […]

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Financial planning for the average investor – want advice with that?

Financial planning for the average investor – want advice with that?

Editor’s Note:  a great article appeared in the LA Times about financial planning isn’t only for the super rich, and average investors can get basic guidance that won’t break the bank.  Here’s the article. Of all the challenges individual investors face, one of the toughest is finding a good financial planner.  As a generation of […]

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It’s Time for Some Portofolio Tweaks, right?

It’s Time for Some Portofolio Tweaks, right?

Editor’s Note:  as reported in the news in the WSJ article entitled “It’s Time for Some Portfolio Tweaks,” there are several comments I found to be very noteworthy, particularly in the area of taxable gains, given the uncertain tax climate.  Here’s the article. With U.S. stock indexes posting double-digit gains through the third quarter, and […]

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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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Practice Areas & Information

Certifications &
Associations
Member CA Bar Member Orange County Bar US Tax Court Attorney