Covisum President Joe Elsasser, CFP® recently contributed an article to WealthManagement.com explaining how the Tax Cuts and Jobs Act represents a relatively significant tax cut for many retirees, but there are opportunities for advisors to help clients visualize the new tax landscape and make better decisions about which income streams to use at different points in retirement.
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®, RHU®, REBC® and President of Covisum and Dave Cechanowicz, JD, MSFS, AIF® AEP and Senior Financial Planner with REDW Stanley, in this must-attend webinar.
The U.S. tax landscape is changing. Last week, the Tax Cuts and Jobs Act was passed into law. It is clear that there is a need for members of the general public to understand the changes and how those changes impact their personal situations. Financial advisors are faced with a choice – either take proactive steps to first become educated on the new laws, and then identify specific opportunities for their clients, or risk losing clients to other proactive advisors who choose the first path.
By Joe Elsasser, CFP®, president of Covisum
For all the talk about how the Trump tax plan, the House plan and the Senate plan change the current tax system, there has been little talk about just how similar they are to the current structure. For mass-affluent retirees and the advisors who serve them, the future is highly similar to the past — rich with opportunities to help clients
The tax plans don’t change the fundamental concepts in the current tax system. Here, we break it down by those
Advisors, you’ve come to the right place. Join Joe Elsasser, CFP® and Ron Piccinini, PhD, live on November 9 at 3:00 p.m. Central, as they answer your questions about SmartRisk.
It's no secret, Joe Elsasser, our company president uses Covisum technology to reinforce measurable value for his own clients in his personal financial practice. He was recently quoted in Financial Planning: