Covisum Blog

PLANADVISOR: Advisers Beware and Be Cautious When Talking Taxes in 2018

On Tuesday, President of Covisum Joe Elsasser, CFP® and Dave Cechanowicz, JD, MSFS, AIF® AEP and Senior Financial Planner . . .
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ThinkAdvisor: 4 Tips for Navigating Clients’ Tax Questions

Yesterday, Joe Elsasser, CFP® and President of Covisum and Dave Cechanowicz, JD, MSFS, AIF® AEP and Senior Financial . . .
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ThinkAdvisor features The Advisor and the Quant 

How should advisors prep for a crash? Joe Elsasser, CFP® and Ron Piccinini, PhD were recently featured in a ThinkAdvisor . . .
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6 topics that will attract prospects and how to deliver them

In retirement planning, free seminars to the public are a proven way to attract prospects and convert them to clients. . . .
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TheStreet: How Does Social Security Calculate My Benefit Check?

TheStreet readers ask about how to get the biggest Social Security checks possible. Robert Powell gets answers from the . . .
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WealthManagement.com: Social Security Tax Management Moves Upstream 

Covisum President Joe Elsasser, CFP® recently contributed an article to WealthManagement.com explaining how the Tax Cuts . . .
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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 . . .
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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 . . .
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When clients ask: How do I stress-test my portfolio?

To help you talk risk with clients, Ron Piccinini, Ph.D., answers some common client questions here. Ron, Covisum’s . . .
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How To Make the Most of Your Social Security Benefits

PlanStrongerTV™ hosted by David Holland, CPA, CFP® featured Joe Elsasser, CFP® and president of Covisum in an episode . . .
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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 . . .
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5 Things To Start, Stop, And Keep Doing With Your Financial Practice In 2018

The New Year traditionally brings resolutions, some of which actually will be kept. Financial advisors should go beyond . . .
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Tax

Covisum updates Tax Clarity software to reflect  Tax Cuts and Jobs Act changes

Advisors can now answer clients' biggest question in the New Year: "How will the new tax law affect me?" Advisors and . . .
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