Reason Tax Group

Sign in Subscribe

steve

$100 bills

Paycheck Protection Loan (PPP) Guidance - Now What?

Welcome to your new Paycheck Protection Loan (PPP). Now what? We have provided more details below but let us start by highlighting the most important guidelines to follow to ensure you are on track to qualify for forgiveness. 1. Ensure you have payroll wages of at least 75% of the

2020 Q1 stock and bond performance

Q1 Quarterly Market Review

[embeddoc url="https://reason-tax-group.ghost.io/content/files/2025/09/q1-market-review-1.pdf" download="all" viewer="google"]

stock chart

April 2020 - An Economic and Market Update

Executive Summary * Stock markets plummeted, the global economy came to a screeching halt, and the government gave out a LOT of money. * There has been a lot of activity in our portfolios as we have performed ongoing rebalancing and tax-loss harvesting. * There are financial strategies, such as a Roth Conversion,

small plant potted in coins

The CARES Act Webinar

Our very own Jessica Folsom, EA provides a comprehensive overview on the CARES Act and how it applies to the gigworker, freelancer and the self employed.

tax planning and preparation

Special Report – A CARES Act Update

On March 27, 2020, congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act in response to the Coronavirus pandemic that has caused worldwide economic and social turmoil. Our goal in this update is to highlight the tax and financial aspects of how this $2tn bill will affect many

two people view graphs

Special Report – A Fourth Update

The daily cadence of life has certainly been interrupted by these interesting times. We sincerely hope each of you is finding a good way of coping with the disruption to your schedule. As most parents of any age can probably relate too, our houses have turned into roller-skating rinks with

blur chart data

Special Report – A Third Update

We have now seen significant responses from both the Federal Reserve and the Federal Government to the threat that the Coronavirus pandemic represents to the economy. The monetary policy came first with a .5% cut to the Fed Funds rate, followed quickly by an additional 1% cut on Sunday evening