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Steve Coker, CFP
- Dec 2, 2019
- 2 min
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
- Feb 2, 2018
- 2 min
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...
Steve Coker, CFP
- Dec 17, 2017
- 3 min
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
- Nov 3, 2017
- 3 min
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...