Reason Tax Group

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April 2021 - Economic and Market Update

Executive Summary * Markets are responding well to vaccination progress and consumers are returning to more normal behavior. * Inflation is a real thing, but something we have not experienced significantly in a long time. As such, it appears to be misunderstood and a bit too feared. The start of 2021 has

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13 Minutes To The Moon – The Apollo 11 Story

It is not everyday that you come across something worthy of bringing the attention of others to. The next show to stream or movie to watch or book to read is so often a matter of taste more than anything else. However, occasionally something comes along that hits all the

tax optimization

January 2021 - Economic and Market Update

Executive Summary * Despite all the turmoil markets ended 2020 substantially above the intra-year lows. * It is easy to conflate politics and market performance in our minds. The reality is far more mundane with positive market performance no matter the political leadership scenario. Fiscal and monetary stimulus does influence the markets,

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The CARES Act 2.0

Please note that the information below is subject to change at any time by further guidance from the IRS and Treasury or further legislation from Congress. The content provided herein is based on our interpretation of the CARES Act and is not intended to be legal advice or provide a

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Proposition 19 – What Happens Now?

Proposition 19 passed during the 2020 election by a slim 2.2% margin. This Proposition, which changes parts of Proposition 13 and Proposition 58, affects the way we currently pass appreciated property down to our heirs and presents a planning opportunity for many Californians. Real estate in California is taxed

2020 Q3 market returns

Q3 Market Review

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Time To Vote

Just in case you didn't know ... time to vote !!! Voting feels a lot less ritualistic this year with the mail-in balloting, but that does not diminish the weight of our civic responsibility. The opportunity to find a smattering of humorous “voting in the time of Covid” memes will