Reason Tax Group

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Estate Planning University

“In this world nothing can be said to be certain, except death and taxes.” - Benjamin Franklin Death and Taxes - As much as we do not like talking about the former we find the two guaranteed things in life are easily reviewed together. This quarter we want to bring

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January 2016 – An Economic and Market Update

EXECUTIVE SUMMARY * The domestically produced Oil Export Ban in force since 1975 was recently lifted allowing for U.S. oil to be sold and shipped internationally.[i] * The Federal Reserve raised interest rates for the first time in nearly a decade with a symbolic move “off the bottom” by a

tax update

2016 - Tax Update

Protecting Americans from Tax Hikes Act of 2015 CONGRESS RENEWS TAX BREAKS IN YEAR-END LEGISLATION The Protecting Americans from Tax Hikes Act of 2015 was signed into law on December 18, 2015. The law renews a long list of tax breaks known as “extenders” that have been expiring on an

Introducing Matthew J. Anderson

Matthew J. AndersonFinancial and Tax AdviserIt is with great pleasure and professional satisfaction that we are able to assist individuals, families and businesses with their investment management, financial planning, tax planning and preparation needs. In doing so our purpose is to enable a lifetime of rational, informed and well-reasoned financial

Guided Advice - Payment

December 2015 – An End of Year Tax Update

The June Supreme Court decision upholding Affordable Care Act provisions eased some concern about the law’s effect on 2015 tax returns. Yet as year-end approaches, Congress once again has a lot of work to accomplish. While comprehensive tax reform is not on the schedule in the final months of

October 2015 - An Economic and Market Update

EXECUTIVE SUMMARY * Two forces are significantly impacting global markets. The lack of Security and the element of Surprise are increasing volatility as evidenced by the significant price swings of the last couple months. * A global slowdown is in process as evidenced in the most recent measurements of the Global Purchasing