Covisum is hosting a free webinar on January 30 at 11 a.m. Central where advisors can learn how to capitalize on opportunities from the change in the tax law. Hear from Joe Elsasser, CFP® and President of Covisum and Dave Cechanowicz, JD, MSFS, AIF® AEP and Senior Financial Planner with REDW Stanley, in this must-attend webinar.
Our expert panel will answer these questions and more:
- What are the significant changes to tax brackets and tax rates? And how will the changes affect your mass-affluent clients?
- Given changes to standard deductions and the elimination of personal exemptions, how should you decide which accounts to harvest from and when?
- What impact will the deduction for pass-through income have on your clients?
Learn all of this and more during this live webinar. Following the presentation, we will have 10-15 minutes for questions and answers. Register now.
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