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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