News & Press

• 2018 Tax Brief for Pass Through Entities

  Finally, a single piece of legislation was released which merged together the differences in tax reform from both the House and Senate.  This tax brief highlights the changes that would affect pass-through entities, known as S Corporations, LLC Partnerships, and Sole Proprietorships. This brief is not meant to be a comprehensive look at the Act, but a rundown of the major points that impact our individual clients. This data, provided by Baratz & Associates, P.A., is for informational purposes only. Please click on the link to access the document.      

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• 2018 Tax Briefs

  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…

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• Did You Know That Pharmacy Discount Programs Could Save You Money ?

  Prescription drug discount cards are a membership benefit of certain organizations like AAA and AARP, and are also available free at various websites. Some chains also offer proprietary cards good only at their own pharmacy. These cards are not considered insurance, and can only be used for prescriptions not covered by insurance. This program should not be confused with retailers’ own programs offering $4 and $10 prescriptions for certain generic drugs. Costco often has the lowest cost on prescriptions and you do not need to be a member to buy prescription drugs at Costco. First…Check here Prescription Drug Discount Cards:…

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