Covisum Blog

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 . . .
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Women & money: the retirement planning opportunity you may be missing

A new study reveals that although women are taking control of household finances, they’re unprepared to meet long-term . . .
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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. . . .
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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 . . .
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Get to Know Frank Oliver

Frank Oliver, III, is president and founder of Oliver Financial Group. Frank is a recognized national speaker on . . .
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