The Wall Street Journal – Pension Plan Cut Jeb Bush’s Taxes

By Mark Maremont - July 2, 2015 In the tax returns he released Tuesday, GOP presidential candidate Jeb Bush reported large deductions for payments to “pension and profit-sharing plans.” The payments averaged $350,000 a year for the past five years, far more than most people could contribute to an individual retirement account or 401(k) plan. … Continue reading The Wall Street Journal – Pension Plan Cut Jeb Bush’s Taxes

Jeb Bush Tax Returns – A Closer Look at Unreviewed Companion Documents

Update: Within 2 days of this initial post the Wall Street Journal, Washington Post and numerous other major publications did extensive stories on this post. Disclosure:  Parish & Company maintains no ties to any Presidential candidate and has a long history of impartial analysis regarding the financial disclosures of political candidates at the local, statewide … Continue reading Jeb Bush Tax Returns – A Closer Look at Unreviewed Companion Documents

Bloomberg – How an Exclusive Hedge Fund Turbocharged Its Retirement Plan

By Richard Rubin and Margaret Collins - June 16, 2015 It’s one of the sweetest employee perks in the hedge-fund world: a chance to invest in Medallion, the wildly profitable fund created by market legend James Simons. Now, with deft legal maneuvers and a blessing from Washington, the firm Simons started is giving its employees … Continue reading Bloomberg – How an Exclusive Hedge Fund Turbocharged Its Retirement Plan

How an Exclusive Hedge Fund Turbocharged Its Retirement Plan

by, Richard Rubin and Margaret Collins, Bloomberg “The issue is tax fairness,” said Bill Parish, an investment adviser in Portland, Oregon, who has written on his blog about Renaissance. “To the extent that they’re eliminating taxes by stuffing deals in their retirement accounts, the rest of us end up paying more.” Read full story here:  … Continue reading How an Exclusive Hedge Fund Turbocharged Its Retirement Plan

Blackstone’s Tony James and Renaissance Technologies Jim Simons, Top Financial Engineers, Back Hillary Clinton Campaign

Disclosure:  This post is the first of several regarding the 2016 Presidential candidates.  One post will be done on each major candidate and the focus will be their primary financial backers and their respective foundations.  Bill Parish maintains no ties to any candidate nor does he have knowledge of any client owning positions in private … Continue reading Blackstone’s Tony James and Renaissance Technologies Jim Simons, Top Financial Engineers, Back Hillary Clinton Campaign