Jason Reiman, CFP®, EA Get Financially Fit!

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About Jason Reiman, CFP®, EA

By age 27, I had been married nearly a decade, paid off nearly $26,000 of debt in 22 months as a low-ranking Airman in the Air Force, and was on track to become a millionaire less than a decade later.

During this time, I realized that taxes and finances are complicated.

Through my core values of empathy, honestly, integrity, and excellence, I made it my mission to assist people through the most difficult transitions in life.

I know what it’s like to leave a wife, daughter, and newborn son behind at home in order to accomplish the mission. I also understand the complexities involved with leaving that life behind.

I know what it’s like to face the fierce giant called divorce and also what it’s like to come out on the other side a better person.

I understand the extreme grief and confusion surrounding the loss of a loved one and the tax and financial decisions that must be made.

I don’t sell financial planning. I sell objectivity infused with a great deal of empathy. I’m here to help.

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Recently Published

New Tax Law: Business or Hobby?

March 31, 2018

Business or Hobby for Income Tax Purposes Nearly three years ago, to the day, I wrote a post about business vs. hobby classification for tax purposes. If you haven’t read that, I highly recommend – it’s short and sweet. Today, I’d like to expand on that topic a bit as the new tax law, perhaps, […]

The post New Tax Law: Business or Hobby? appeared first on Jason Reiman | Oro Valley Tucson Tax and Financial Planner.

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Divorce: Who Claims the Child Dependency Exemption

February 25, 2018

You’re divorced or legally separated… Should you can claim the child dependency exemption? Simply put, the IRS doesn’t get involved in family law matters. The IRS definition of “custody” (i.e., parenting time) is based upon the number of nights spent with each parent. However, often, years go by between the original divorce decree/separation agreement – […]

The post Divorce: Who Claims the Child Dependency Exemption appeared first on Jason Reiman | Oro Valley Tucson Tax and Financial Planner.

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The Perils of Poor Estate Planning

February 13, 2018

Estate Planning… A term reserved for the ultra wealthy? Confusing, legal jargon, not intended for the average person? Au contraire! Don’t leave your loved ones like this. Proper and effective estate planning is an integral part of any high-functioning financial plan. In it’s simplicity, estate planning means you’ve gone through the thoughts, processes and functions […]

The post The Perils of Poor Estate Planning appeared first on Jason Reiman | Oro Valley Tucson Tax and Financial Planner.

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Ideal Clients

  • Divorcees
  • Generation X
  • Veterans
  • Widows/Widowers

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee

Fee Options

  • Monthly: $99+/mo + $1000 upfront

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States Registered

  • Arizona

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