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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 details of what could be one of the biggest changes to the US Tax Code in 30 years forcing many of us to make decisions this year despite the foggy future of the tax law. During this time of uncertainty, it is wise to stay informed about the current proposals being discussed. At the very least, this allows us to make decisions using the most curre
Steve Coker, CFP
- Nov 3, 2017
- 1 min
Updated Retirement Limits for 2018
The IRS has issued updated retirement limits for 2018. IRA contribution limits will remain the same but there will be a slight increase for salary deferral vehicles. However, many of these limits could significantly change if tax reform materializes later this year. We will continue to monitor the situation as it unfolds in Congress and publish updates as they become available. #IRS #contributionlimits #2018 #taxreform
Steve Coker, CFP
- Apr 3, 2017
- 2 min
What is a Fair Share?
Ok. I’m a nerd. The nice thing is that I work with nerds. We spend a disproportionate amount of our ‘free time’ learning financial facts around the world. So, lunch conversations a Cedarstone will often begin with a question like ‘which has the bigger economy Ireland or Singapore’ or ‘which US corporations have a greater market capitalization than the stock market of Russia’. To us, this is ‘fun’. But these random facts also have a purpose. They help frame our perspecti
Steve Coker, CFP
- Dec 12, 2016
- 3 min
Tax Reform Taking Shape
While Trump’s specific agenda for his administration is still being formed, one significant proposal on the table is a major overhaul of the tax code. In fact, both Trump and the Republican-led House have laid out designs to both lower tax rates and simplify the rules. There are, of course, significant differences between what the House GOP and Trump are proposing, implying that we have a long way to go before anything is finalized. Nonetheless, since December is tax plann
