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Oil and Gas

SEC opens the door to startup investing

SEC opens the door to startup investing

As reported in the news of the OC Register: A new form of crowdfunding is coming soon that will allow startups to raise money by selling stock to Main Street investors. The Securities and Exchange Commission on Friday adopted rules implementing a 2012 law that opened the door to securities crowdfunding. The vote was 3-1 […]

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Just How Risky Is Your Portfolio? – Here Are Five Ways to Size Up Your Holdings

Just How Risky Is Your Portfolio? – Here Are Five Ways to Size Up Your Holdings

Just How Risky Is Your Portfolio? – Here Are Five Ways to Size Up Your Holdings, as reported in the WS Journal. U.S. stocks are expensive by historical standards and the market has been choppy since mid-September. Nervous? To figure out how much risk you’re exposed to, try looking at your portfolio from five different […]

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Where to Exit the Market Herd

Where to Exit the Market Herd

Editor’s Note: This article appeared in early January, 2015.  The timing and statements still appear true as of today  – – the date of publication. Where to Exit the Market Herd – Simon Constable Suggests Three Contrarian Investment Plays, as reported in the WS Journal. Going with the crowd might have helped in high school, […]

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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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10 things investors won’t tell you

10 things investors won’t tell you

10 things investors won’t tell you, as reported in the WS Journal. 1. We have no idea what we’re doing… Over the last four decades, the 401(k) plan has replaced the pension as the main form of retirement plan. About 31% of workers had so-called defined contribution retirement plans in 2008, up from just 8% […]

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Simple, Bedrock Rules on Personal Finance

Simple, Bedrock Rules on Personal Finance

Simple, Bedrock Rules on Personal Finance as reported in the WS Journal.  Smart money moves aren’t more complicated than you think. They’re simpler.  Cut through all the jargon and pontificating and technical stuff, and everything you really need to know about personal finance fits into less than 1,000 words—no more than three to four minutes. […]

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Tax Court – investment in oil and gas ventures resulted in partnership & self-employment income

Tax Court – investment in oil and gas ventures resulted in partnership & self-employment income

Methvin, TC Memo. 2015-81   The Tax Court has concluded that an individual who acquired small working interests in several oil and gas ventures was a partner in a partnership for tax purposes.Despite his lack of active involvement in the operation of the wells and an election-out of the partnership rules, the working interest owners […]

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Appellate court affirms that bonus payment under oil and gas agreement was ordinary income

Appellate court affirms that bonus payment under oil and gas agreement was ordinary income

Michael H. Dudek, (CA 3 12/24/2014) 114 AFTR 2d ¶ 2014-5561   The Court of Appeals for the Third Circuit, affirming the Tax Court, has held that an over $800,000 bonus payment taxpayers received under an oil and gas agreement was taxable as ordinary income and not as capital gain as they had reported. This […]

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Will Funds Outperform in 2015? – A Few Investment Lessons From Last Year’s Market

Will Funds Outperform in 2015? – A Few Investment Lessons From Last Year’s Market

Will Funds Outperform in 2015? – A Few Investment Lessons From Last Year’s Market, as reported in the WS Journal. As 2015 gets under way, most on Wall Street expect the nearly six-year-old bull market for stocks to keep running. And the long-awaited bear market for bonds seems to be on hold. For mutual-fund investors, […]

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What Professional Investors Expect in 2015 – Many Say the Key Factors Are Rates, the Dollar and Oil

What Professional Investors Expect in 2015 – Many Say the Key Factors Are Rates, the Dollar and Oil

What Professional Investors Expect in 2015 – Many Say the Key Factors Are Rates, the Dollar and Oil, as reported in the WS Journal. As we close the book on 2014, how should you tweak your portfolio for the year ahead? On the whole, the U.S. economy has been looking better of late. Financial experts […]

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Savings Strategies for Young People – When Your Earnings Are Meager, You Need a Plan

Savings Strategies for Young People – When Your Earnings Are Meager, You Need a Plan

Savings Strategies for Young People – When Your Earnings Are Meager, You Need a Plan, as reported in the WS Journal. Tatum Lindsay knows she should be saving, but she’s not quite sure where to start. The 22-year-old interned at Harvard Law School’s online-education outfit and worked as a writer on a contract basis with […]

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End of the Road for ‘Investing Basics’ – I’ve Learned a Lot, and Hope Readers Have Too

End of the Road for ‘Investing Basics’ – I’ve Learned a Lot, and Hope Readers Have Too

End of the Road for ‘Investing Basics’ – I’ve Learned a Lot, and Hope Readers Have Too, as reported in the WS Journal. Three years ago, I was asked to provide sensible advice on a variety of investing topics in a new column for The Wall Street Journal Sunday. We called it Investing Basics. Sometimes […]

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How to Keep Your Portfolio on Track – Thirty-One Rules to Guide Your Investments This Year

How to Keep Your Portfolio on Track – Thirty-One Rules to Guide Your Investments This Year

How to Keep Your Portfolio on Track – Thirty-One Rules to Guide Your Investments This Year, as reported in the WS Journal. Looking to improve your money management in 2015? Here are 31 rules for the financial road ahead. They’re excerpted from the “ Jonathan Clements Money Guide 2015,” which covers financial topics from retirement […]

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White Calls For Tighter Rules On Fund Managers

White Calls For Tighter Rules On Fund Managers

The SEC is working on a set of reforms intended to lessen the asset management industry’s risk and limit the likelihood that a market downturn could trigger a broader financial crisis. The initiatives are a response to the asset management industry’s massive growth and the expanding range of investments fund managers hold. SEC Chair Mary […]

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Structure Your Portfolio for Turbulence – Two Investment Rules to Help Do That

Structure Your Portfolio for Turbulence – Two Investment Rules to Help Do That

Structure Your Portfolio for Turbulence -Two Investment Rules to Help Do That, as reported in the WS Journal. As we struggle with yet another bout of stock-market turbulence, keep two investment rules in mind: No. 1: Never trade based on a market forecast. No. 2: Design your portfolio so that short-term results don’t matter. With […]

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How Cheap Oil Complicates Investing While Retail Stocks Benefit, Others Take It on the Chin

How Cheap Oil Complicates Investing While Retail Stocks Benefit, Others Take It on the Chin

As reported in the WS Journal,”How Cheap Oil Complicates Investing – While Retail Stocks Benefit, Others Take It on the Chin.” For most Americans, this year’s sudden collapse of oil prices appears to be unqualified good news. Oil prices have dropped 45% since June, amid surging output from U.S. shale fields, strong Saudi Arabian production […]

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Oil Glut Cracks Foundation Of U.S. Export Ban

Oil Glut Cracks Foundation Of U.S. Export Ban

WASHINGTON (Reuters Breakingviews) – The global glut of oil could lubricate the Washington machine enough to bring a rare show of unity. Cheap gasoline and plentiful crude could make lawmakers consider loosening the 40-year-old prohibition on exports and maybe rethink ethanol and natural gas policies. The slide in global oil prices has Americans enjoying the […]

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How Reaching for Return Becomes Digging a Hole – Most Investors Have No Business Loading Up on Leverage and Dabbling in Derivatives

How Reaching for Return Becomes Digging a Hole – Most Investors Have No Business Loading Up on Leverage and Dabbling in Derivatives

How Reaching for Return Becomes Digging a Hole – Most Investors Have No Business Loading Up on Leverage and Dabbling in Derivatives, as reported in the WS Journal. During a stock-market decline, there are those who panic and sell. And then there are those who don’t have any choice. In late 2008 and early 2009, […]

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Market Watch – New Money-Fund Rules, Tight Mortgage Standards, Home Sales Slide

Market Watch – New Money-Fund Rules, Tight Mortgage Standards, Home Sales Slide

New Money-Fund Rules, Tight Mortgage Standards, Home Sales Slide, as reported in the WS Journal. New Money-Fund Rules U.S. regulators approved rules intended to prevent a repeat of an investor exodus out of money-market mutual funds during the financial crisis, addressing one of the biggest unresolved issues from the 2008 meltdown. The asset-management industry, long […]

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Analysts Say TransCanada Is Sharply Undervalued

Analysts Say TransCanada Is Sharply Undervalued

Analysts Say TransCanada Is Sharply Undervalued – Growth Prospects Are Strong, Especially If Pipe and Generation Assets Are Split, as reported in the WS Journal. The controversial Keystone XL pipeline, which would transport oil from Alberta to refineries in the U.S. Midwest and Gulf Coast, has been held up for four years by political 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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Member CA Bar Member Orange County Bar US Tax Court Attorney