The three biggest problems CPAs face & how you can help solve them

Posted on May 25, 2017

A symbiotic relationship between CPAs and financial advisors can prove beneficial for your clients - as well as both businesses. Building this kind of relationship can provide balance that would otherwise be missing.

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Posted in Tax Clarity, Client reports, CPAs

Women & money: the retirement planning opportunity you may be missing

Posted on May 24, 2017

A new study reveals that although women are taking control of household finances, they’re unprepared to meet long-term financial goals and are not seeking financial planning advice.

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Posted in Retirement, Social Security, Social Security Timing, Tax Clarity, women in retirement

Charting the retirement course on Covisum's Tax Map

Posted on May 23, 2017

Case Study: The Real Tax System

John and Jane are married and will be filing jointly. They are both over 65 years old. They have $50,000 in combined Social Security assets, $15,000 of net long-term capital gains, and $25,000 in IRA distributions.

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Posted in Retirement, Tax, Tax Clarity, Tax Map, case study

Covisum featured in InvestmentNews

Posted on May 11, 2017

Retirement taxes are not for sissies

Opportunities abound for advisers schooled in tax-efficient withdrawals

Covisum's president, Joe Elsasser, was quoted in InvestmentNews. Here's an excerpt:

"Taxes are a critical piece in retirement planning, yet most financial advisers avoid discussing the topic for several reasons," writes Joe Elsasser, founder of Covisum, a training and software company that helps advisers create retirement income plans through smart Social Security claiming

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Posted in Tax, Tax Clarity, Tax Map, Tax Reform

Get to know Frank Oliver, member of The Arrow Group

Posted on May 04, 2017

Frank Oliver, III, is president and founder of Oliver Financial Group. Frank is a recognized national speaker on retirement planning and financial literacy. He draws upon his expertise in retirement, proactive tax planning, maximizing Social Security, and family wealth transfer to effectively guide families to make sound financial decisions.

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Posted in Blog, Social Security, The Arrow Group