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Steve Coker, CFP
Aug 27, 20214 min read
What documents should I keep?
While it seems like a mundane question, “What documents should I keep?” is one of the most common questions I hear, and it is far from...
Steve Coker, CFP
Jul 25, 20212 min read
What is a fair share?
This week congress is expected to begin negotiations on sweeping changes to the U.S. tax code. We expect taxes to go up, particularly for...
Steve Coker, CFP
Jul 10, 20213 min read
What is the Difference Between Gain and Return?
How am I doing? It is a common question among investors. We all want to measure how well we are managing our money. Of course, we can...
Steve Coker, CFP
May 22, 20212 min read
The Coming Tax Wave
There are rumors coming out of Washington – rumors of increased taxes. While the specifics are still being worked out, momentum is...
Carole Meitler
Mar 26, 20212 min read
What You Need to Know About the New Tax Day Extension to May 17
On March 17, the Internal Revenue Service (IRS) announced that the 2020 federal income tax filing due date for individuals will be...
Walter Cifuentes
Jan 29, 20212 min read
What is a 1099-R?
It is that lovely time of year that we all like to look forward too - Tax Season! You might have noticed something in your mailbox that...
Steve Coker, CFP
Nov 12, 20202 min read
Getting started on year-end tax planning
It doesn’t seem like tax season. The election just finished, your tax return is not due for months, and your CPA is just getting back...
Steve Coker, CFP
Oct 9, 20204 min read
The Biden Tax Proposals – and what they mean for the market
As we noted last week, there is little historical evidence of an election bump or crash in the market. Further, History tells us little...
Steve Coker, CFP
Jun 5, 20202 min read
Tax Tip: You can still contribute to your 2019 IRA
The CARES Act has delayed the IRS 2019 tax filing deadline to July 15th, 2020. If you have taken advantage of the delay and still have...
Carole Meitler
Apr 3, 20203 min read
Coronavirus Tax Relief
In response to the coronavirus crisis, the IRS announced several changes to the tax filing season this year. For those of you who have...
Steve Coker, CFP
Dec 2, 20192 min read
2019 Year-End Tax Planning Ideas
December doesn’t feel like tax season, but year-end is one of the best times to consider your tax situation since many tax-saving...
Steve Coker, CFP
Oct 28, 20192 min read
Big Changes Coming to IRAs: The SECURE Act
New retirement legislation, known as the SECURE Act, has passed in the House of Representatives, has bipartisan support in the Senate,...
Steve Coker, CFP
Sep 23, 20193 min read
4 Tax Benefits for California Retirees
It is popular to criticize California for its high taxes, and rightfully so. Californian’s enjoy one of the highest income tax rates,...
Steve Coker, CFP
Apr 26, 20193 min read
Reducing your taxes in retirement: How to keep more of what you have saved
Many things change dramatically when you retire, not the least of which is your tax situation. Retirees face a unique set of...
Steve Coker, CFP
Mar 18, 20193 min read
Tax Tips: The IRA
It is tax time and many of us will be heading to our local CPA or wrestling with Turbo Tax to complete our tax returns before the April...
Steve Coker, CFP
Feb 25, 20193 min read
Retiring Out of California
California is a wonderful and expensive place to live. It has incredible beauty, amazing weather, and some of the highest tax rates in...
Steve Coker, CFP
Feb 19, 20192 min read
Give Stock, Save Taxes, Give More
If you are feeling the bite at tax time, here is a great planning idea to help reduce your taxes for 2019: give appreciated stock...
Steve Coker, CFP
Feb 4, 20192 min read
What is a 1099-R?
It is tax time, and your mailbox is likely stuffed with envelopes with the words “Important Tax Information Enclosed” written on the...
Steve Coker, CFP
Oct 1, 20183 min read
Retiring Out of California
California is a wonderful and expensive place to live. It has incredible beauty, amazing weather, and some of the highest tax rates in...
Steve Coker, CFP
Feb 12, 20182 min read
What is a 1099-R?
It is tax time, and your mailbox is likely stuffed with envelopes with the words “Important Tax Information Enclosed” written on the...
