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New Articles

September 2016

Church of the Mighty Flatulence  
Brad Christensen's latest exchange. .
(NEW: May 11, 2007)
The Princess and the Porcupine  
Brad Christensen's recent exchange. .
(Updated May 09, 2007)
Tax Haven Abuses: The Enablers, The Tools and Secrecy   .
Asset Protection Group Scam  Federal Trade Commission shuts down Asset Protection Group, Inc., and has it placed into receivership for a franchise scam involving convicted felon Rick Neiswonger .
Private Annuity Exhaustion Test  Kevin McGrath Article on Private Annuity Sales and the Exhaustion Test Raises Issues for Private Annuity Trusts .
Paperwork Reduction Act Decision  Judge Egan's decision to dismiss Springer's complaint in Lindsey K. Springer v. U.S., the IRS and Commissioner of the IRS .
Accounts Receivable Financing Scams  In the last several years, numerous account receivable financing programs have been created and they all have their quirks and variations. But the theme is still the same... .
David Tanner and Capital Enhancement Club   .
Permanent Injunction Against Donald R. Bushnell   .
May 22, 2006
Westlake Village Men Arrested For Operating $68 Million Ponzi Scheme That Defrauded More Than 70 Investors   .
May 16, 2006
Dr. Tom Clayton -- 861 Goes Down In Flames Again  Houston Area Radiologist Indicted on Tax Charges .
Private Annuity Trust  The Numbers Don't Support the Hype. by Kevin J. McGrath .
United States v. Rex Black  Pure Trust court opinion .
Stokes v. Commissioner  In a case involving the National Association of Financial and Estate Planners, the court held that the private annuity trust in that particular case "constituted a sham trust that lacked economic substance". Not only did Mr. Stokes not receive the promised tax benefits, but he also got slammed with an accuracy-related penalty! .
Beginners' Guide to Asset Allocation, Diversification and Rebalancing  Even if you are new to investing, you may already know some of the most fundamental principles of sound investing. How did you learn them? Through ordinary, real-life experiences that have nothing to do with the stock market... .
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