Like you, we at Cora Capital Advisors have been keeping an eye on the recently enacted tax reforms. Our financial planners know you may need to make some decisions as a result of the changes. Some of those tax planning and investment decisions may need to be made before 2018.
We have worked with the CPAs at Baratz & Associates to provide the following tax briefs. Please realize they are not comprehensive documents, but a highlight of key changes affecting both individuals and businesses.
The reforms are complicated, and some provisions phase out over time. We may be contacting you with more detailed information in the future. Should you have questions, please contact your financial advisor or accountant to discuss your options. We hope to hear from you soon and look forward to working together in the New Year.Contributor: Kelly-Anne Shoaf