Informational purposes only
The content on this website, including articles, calculators, planning guides, and any other materials, is provided for general informational and educational purposes only. Nothing on this site constitutes tax advice, legal advice, investment advice, financial planning advice, or any other professional advice. No advice is formed, and no professional relationship is created, merely by your use of or access to this site.
You should not act or refrain from acting based on any content on this site without seeking independent professional counsel from a qualified tax professional, attorney, or registered investment adviser who is familiar with your specific circumstances.
No client relationship
Visiting this website, submitting a contact form, using the calculator, reading articles, or scheduling a call does not create a client, advisory, or engagement relationship with Matt Reese, CPA, Measured Risk Portfolios, or any of their representatives. No client relationship exists until a formal engagement agreement is signed by both parties.
Any communications through this site (including form submissions or emails) prior to entering a signed engagement agreement are not protected by attorney-client or accountant-client privilege.
Calculator outputs are illustrative, not projections
The exit tax calculator and any other estimation tools on this site produce illustrative outputs only. Results are based on simplified assumptions and publicly available tax rate schedules. They are not projections, forecasts, or guarantees of actual tax liability or financial outcome. Actual results will differ based on your specific facts, applicable law, elections made, and professional guidance received.
For a full explanation of calculator assumptions and limitations, see our Calculator Disclaimer.
Past examples are hypothetical
Any planning scenarios, case studies, or examples described on this site are hypothetical illustrations only. They do not represent the results of actual clients or transactions. Past hypothetical examples are not indicative of future results. Individual outcomes will vary based on facts and circumstances.
Intellectual property
All content on this site — including text, graphics, calculator logic, article copy, and design — is the property of Reese Tax & Wealth (comprising Matt Reese, CPA and Measured Risk Portfolios) and is protected by applicable copyright and intellectual property laws. You may not reproduce, distribute, or create derivative works from any content on this site without prior written permission.
Limitation of liability
To the maximum extent permitted by applicable law, Matt Reese, CPA, Measured Risk Portfolios, and their respective principals, employees, and affiliates shall not be liable for any direct, indirect, incidental, special, or consequential damages arising from your use of, or inability to use, this website or any content on it. This includes damages resulting from reliance on any information provided on this site.
Some jurisdictions do not allow limitations on implied warranties or liability for certain types of damages, so some of the above limitations may not apply to you.
Entity identification
Matt Reese, CPA is an accounting and tax services firm that provides CPA-led tax preparation, planning, and advisory services.
Measured Risk Portfolios is a registered investment adviser that provides investment advisory and wealth management services.
Matt Reese, CPA and Measured Risk Portfolios are separate legal entities. They operate under a coordinated service model through the Reese Tax & Wealth brand, but each maintains independent legal obligations and regulatory status. Engagement with one entity does not constitute engagement with the other.
No obligation to engage both entities
You are under no obligation to engage both Matt Reese, CPA and Measured Risk Portfolios. Services from each entity are available independently. Any decision to engage one entity does not require or imply an obligation to engage the other. You may choose tax services, investment advisory services, or both, based solely on your needs and preferences.
Form ADV & CRS
Measured Risk Portfolios is a registered investment adviser. Its Form ADV Part 2A (Firm Brochure) and Form ADV Part 3 (Client Relationship Summary / CRS) are available upon request. For details, visit our Form ADV & CRS page.
Governing law
These terms are governed by the laws of the State of California, without regard to its conflict-of-law principles. Any disputes arising from your use of this site shall be subject to the exclusive jurisdiction of the state and federal courts located in California.
Changes to these terms
We may update these Terms & Disclaimer from time to time. When we do, we will revise the “Last updated” date at the top of this page. Continued use of the site after changes are posted constitutes acceptance of the updated terms.