Contact Paul +

Time limit is exhausted. Please reload CAPTCHA.

Stocks – Investments

JCT updates list of expiring provisions to reflect year-end extenders legislation

JCT updates list of expiring provisions to reflect year-end extenders legislation

Joint Committee on Taxation, List of Expiring Federal Tax Provisions 2016-2025 (JCX-1-16), January 8, 2016. The Protecting Americans from Tax Hikes (PATH) Act and Consolidated Appropriations Act, 2016, went well beyond what many expected would be another short-term, blanket extension of the temporary “extender” tax provisions that had been expired for most of a year. Some provisions […]

Read the full article →

Mutual Funds Can Ride the Market Up in 2014 – Wall Street Pros Say Stocks Could See Another Impressive Year

Mutual Funds Can Ride the Market Up in 2014 – Wall Street Pros Say Stocks Could See Another Impressive Year

Mutual Funds Can Ride the Market Up in 2014 – Wall Street Pros Say Stocks Could See Another Impressive Year, as reported in the news of the WS Journal. The stock market shocked investors in 2013 with huge gains. It could happen again in 2014 as long as corporate earnings cooperate. A year ago, a […]

Read the full article →

Don’t Sweat Rise in ‘Full’ Retirement Age

Don’t Sweat Rise in ‘Full’ Retirement Age

As reported in the news of the WS Journal, Don’t Sweat Rise in ‘Full’ Retirement Age – What matters more is the “real” retirement age—70—when you’re eligible for full Social Security benefits. What does all this talk about raising the so-called full retirement age really mean? A whole lot of nothing, according to Alicia Munnell, […]

Read the full article →

Dividend investors face a tangled year-end tax web

Dividend investors face a tangled year-end tax web

As reported in the news of the AP, the federal stalemate poses a dividend dilemma. Investors could see higher taxes.  Investors pay a 15% tax on most income from dividend-paying stocks.  That rate will rise unless Congress and President Obama reach a compromise on taxes and spending. Without legislation, “earn more, pay more” as dividends […]

Read the full article →

Stocks Diving Off the ‘Cliff’; Dow Down 7.5%

Stocks Diving Off the ‘Cliff’; Dow Down 7.5%

Editor’s Note:  as reported in the WSJ news, “Stocks Diving Off the ‘Cliff’; Dow Down 7.5%,” a word to the wise:  the real problem is that no one knows yet which way the issue will go. Investors need to keep their eyes on the news through the end of the year and stay in touch […]

Read the full article →

Tax Changes – “The Times They Are A-Changing, . . . “

Tax Changes – “The Times They Are A-Changing, . . . “

Editor’s Note:  with apologies to Bob Dylan, but I could not help thinking about that song.  Here’s some food for thought re State and Federal Taxes.  It’s not great news. STATE TAX INCREASES In our home state of California there are two significant developments in the tax area which were voted into law. The first […]

Read the full article →

Corporate America sweats as U.S. nears fiscal cliff

Corporate America sweats as U.S. nears fiscal cliff

As reported in the news on September 26 (Reuters) – Top U.S. executives have less confidence in the business outlook now than at any time in the past three years – and a key reason is fear of gridlock in Washington over the fiscal deficit and tax policy. The uncertainty, coupled with slowing demand in […]

Read the full article →

On Crowdfunding and Other Threats

On Crowdfunding and Other Threats

Editor’s Note:  a great article appeared in the WS Journal entitled “On Crowfunding and Other Threats.”  While the title did not grab me, the first few lines of the story did – -“Attention, investors: Congress has a deal for you!  Thanks to the JOBS Act of 2012, you soon will have new ways to drop […]

Read the full article →

5 Stocks Poised for Breakouts – Do You Believe or Have Faith?

5 Stocks Poised for Breakouts – Do You Believe or Have Faith?

Editor’s Note:  in the news was an article entitled “5 Stocks Poised for Breakouts.”  Pardon the pun but how much “stock” do you place in stock suggestions?  Another blog follows this article entitled “7 Stocks for a Housing Rebound.” I’m thinking about taking the 5 stocks here, investing and see where it goes; probably the […]

Read the full article →

7 Stocks for a Housing Rebound

7 Stocks for a Housing Rebound

Editor’s Note: here’s the news regarding the “7 Stocks for a Housing Rebound.”  Do you believe?  Got faith? MILLBURN, N.J. (Stockpickr) — There are many indications — anecdotal and factual — that the housing market is in the midst of a renaissance after a crushing multiyear depression. Here are some of those indicators: Housing starts […]

Read the full article →
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.

Read More

Connect With Paul on Social Media

Practice Areas & Information

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