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    In The News

    The Three Biggest Problems CPAs Face & How You Can Help Solve Them

    A symbiotic relationship between CPAs and financial advisors can prove beneficial for your clients - as well as both businesses. Building this kind of relationship can provide balance that would otherwise be missing.
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    In The News

    Charting the retirement course on Covisum's Tax Map

    Case Study: The Real Tax System John and Jane are married and will be filing jointly. They are both over 65 years old. They have $50,000 in combined Social Security assets, $15,000 of net long-term capital gains, and $25,000 in IRA distributions.
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    Tax

    Covisum featured in InvestmentNews

    Retirement taxes are not for sissies Opportunities abound for advisers schooled in tax-efficient withdrawals Covisum's president, Joe Elsasser, was quoted in InvestmentNews. Here's an excerpt: "Taxes are a critical piece in retirement planning, yet most financial advisers avoid discussing the topic for several reasons," writes Joe Elsasser, founder of Covisum, a training and software company that helps advisers create retirement income plans through smart Social Security claiming strategies and tax-efficient withdrawals." Read the full article.
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