4 new features in Tax Clarity help advisors make an impact for their clients 

Everyone in the financial services industry is talking about how the changes to the tax law will impact clients, and the most prepared advisors will be able to capitalize on this enormous opportunity.

With Tax Clarity®, you can provide tax alpha and quickly identify sub-optimal situations, showing clients how to make retirement decisions in the most tax-efficient way. 

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Posted in Tax Clarity, New Resources, Tax Cuts and Jobs Act, New Tax Law, New Features

Tax Clarity adds Quick Reference Guide for free-trial and paid subscribers

Your one-stop reference for tax acronyms, brackets and more

Looking up tax brackets or what certain acronyms stand for can eat up a lot of time, interrupt your workflow and possibly even irritate clients during a meeting.

Tax Clarity’s Quick Reference Guide organizes some of the most commonly needed items for holistic retirement planning all on a single, easy-to-read page, keeping you focused on your clients and their retirement plans.

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Posted in Free Download, Tax Clarity, Free Trial, New Resources

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

InvestmentNews: New tax law offers opportunities for advisers and retirees

After the Tax Cuts and Jobs Act passed and Covisum updated Tax Clarity to reflect the changes, we've seen a huge influx of interest in the software. We've updated all of our advisor-facing marketing materials that come with a paid subscription, including our white paper, "The Elephant and the Snowball: How Advisors Can, and Should, Talk Taxes with Clients." Recently, Mary Beth Franklin with Investment News covered the content in the article, "New tax law offers opportunities for advisers and 

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Posted in In The News, Tax Clarity, White Paper, InvestmentNews

On-Demand Webinar, "Tax Law 2018: What Advisors Need to Know"

Do you have clients who don’t understand the relationship between ordinary and capital incomes? If you do, they could be on their way to potentially significant tax inefficiency in their retirement strategy.

Recently, President of Covisum Joe Elsasser, CFP®, RHU®, REBC® and Dave Cechanowicz, JD, MSFS, AIF® AEP and Senior Financial Planner with REDW Stanley hosted a webinar discussing how to capitalize on opportunities from the change in the tax law. The webinar was written about in "

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Posted in Tax Clarity, Webinar, Financial Planning, Joe Elsasser, Taxes, Retirement Planning, Tax Cuts and Jobs Act, Tax Law, New Tax Law, ThinkAdvisor, PLANADVISOR

ThinkAdvisor: 4 Tips for Navigating Clients’ Tax Questions

Yesterday, Joe Elsasser, CFP®, RHU®, REBC® and President of Covisum and Dave Cechanowicz, JD, MSFS, AIF® AEP and Senior Financial Planner with REDW Stanley hosted a free webinar discussing how to capitalize on opportunities from the change in the tax law. ThinkAdvisor attended and provided this summary article, "4 Tips for Navigating Clients' Tax Questions."

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Posted in In The News, Tax Clarity, Webinar, Financial Planning, Joe Elsasser, Taxes, Retirement Planning, Tax Cuts and Jobs Act, Tax Law, New Tax Law, ThinkAdvisor

Tax law 2018: what financial advisors need to know

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.

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Posted in Tax, Tax Clarity, Tax Map, Tax Reform, Webinar, Financial Planning, Joe Elsasser, Taxes, Retirement Planning, Tax Cuts and Jobs Act, Tax Law, 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

The Tax Landscape in 2018

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. 

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Posted in Tax Clarity, Tax Reform, Joe Elsasser, Tax Cuts and Jobs Act, Tax Law