Throw CPAs a life jacket

Americans are inundating CPAs with questions about how the recently passed tax law will impact them. But most CPAs make their living off businesses and business owners with complex and time-consuming concerns, not the middle-income retirees calling with questions.

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Posted in Tax Clarity, CPAs, Grow your business, Tax Cuts and Jobs Act, New Tax Law

Join us for a live demonstration of Tax Clarity

Covisum's mission is to improve lives through better decisions. Advisors and financial institutions rely on us to help them guide their clients to make the best financial decisions. That's why we create software and reports that visually illustrate the value of a good decision. Advisors can quickly recognize and identify opportunities to save their clients from leaving significant money on the table.  

Learn more about how we can support you and your business at one of our upcoming live

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Posted in Software Programs, Tax, Tax Clarity, Tax Map, Tax Reform, Training, Support, Webinar, Demo, Financial Planning, Clients, Advisor, Grow your business, Features, Tax Law, New Tax Law

PLANADVISOR: Achieving ‘Tax Clarity’ on Retirement Income Is Possible in 2018

On Friday, Joe Elsasser, CFP®, president of Covisum spoke with PLANADVISOR's John Manganaro about the tax landscape looking into 2018, the updates we've made to Tax Clarity and what advisors should do to make the most of the changes from the Tax Cuts and Jobs Act of 2017.  

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Posted in In The News, Tax Clarity, Tax Map, Grow your business, Taxes, Tax Cuts and Jobs Act, Tax Law, New Tax Law

New resources added to Tax Clarity

Our team cares about your business growth goals and we've been hard at work creating content and materials to help you along the way. With all the discussions about tax law in the news, we wanted to let you know about some new resources we've added to Tax Clarity

Top advisors use Tax Clarity to create a landscape view of tax for their clients. Tax Clarity instantly calculates your client’s effective marginal tax rate and lets you view alternates so that you can guide your clients to make

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Posted in Marketing, Tax Clarity, New Resources, Grow your business