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How to Pay Zero Percent Capital Gains
Most people are stunned to learn that the lowest Federal capital gains tax rate is 0%. That is right, tax-free, and while it does not apply to everyone, with the right planning, some of those capital gains in your investment portfolio could result in zero tax. For 2026 the 0% capital gains applies to married tax filers with taxable income up to $100,800. Taking the new $32,200 standard deduction into account means that a married couple can generate $133,000 in income and s
Steve Coker, CFP
Jun 52 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
Dec 2, 20192 min read
Last Minute 2017 Tax Planning
With only about two weeks left in the year, Congress has yet to pass promised tax reform, though a bill does appear to be imminent. As of...
Steve Coker, CFP
Dec 17, 20173 min read
Year-End Tax Planning While the Rules Are Changing
As we move into the last months of 2017, aka tax planning season, we are faced with an unusual situation. Congress is debating the...
Steve Coker, CFP
Nov 3, 20173 min read
