Blog

Tax

The One Big Beautiful Bill Act is Now Law

on July 7, 2025 | By Joe Elsasser, CFP®, Founder and President of Covisum

The One Big Beautiful Bill Act of 2025 (OBBBA 2025) has passed. It affects several key areas of the tax code, especially provisions set to expire at the end of 2025 under the previous tax law. We’re preparing software updates and expect those to be finalized in all versions of both Tax Clarity® and Income InSight® by July 18.

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Tax

Why Taxes Deserve a Front Seat in Retirement Planning Conversations

on May 30, 2025 | By Joe Elsasser, CFP®, Founder and President of Covisum

When it comes to retirement income planning, taxes matter, a lot. Yet tax planning is often overlooked or oversimplified. The truth is, your clients’ tax exposure in retirement doesn’t just depend on how much they withdraw each year, but how and from where those withdrawals happen.

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Event

Introducing Covisum Conversations: Real Advisors. Real Strategies. Real Growth.

on April 10, 2025 | By Joe Elsasser, CFP®, Founder and President of Covisum

At Covisum, we’re always looking for ways to equip financial advisors with the tools, insights, and connections they need to thrive. That’s why I’m excited to introduce something new — something created for advisors, by advisors.

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