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In The News

Financial Planning highlights survey that suggests consumers want an advisor with tax knowledge

A recent article in Financial Planning highlighted a report from 1st Global that suggests the top priority among affluent and emerging affluent consumers when choosing a financial advisor is tax knowledge. 
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In The News

4 Tips to Simplify Planning Your Next Financial Seminar

Financial planning seminars can be a great way to engage new prospects, grow your financial advisory business, and hit annual business goals. Whether you’re hosting seminars in-person or online, we want to help you grow your business through these educational events. Whether you’re a well-established firm or an upstart venture, educational seminars are a great way to build visibility for your brand. The key to success is all in the planning of these events, and finding ways to streamline the planning process to generate as much value as possible from financial seminars.
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Tax

A Closer Look at the New Tax Clarity Updates: Saver’s Credit

At the beginning of April, Covisum rolled out four new features to our Tax Clarity® software. The new Saver’s Credit feature allows an advisor to demonstrate the impact the Saver's Credit can have on a client’s retirement plan, which is particularly relevant for semi-retired clients who have choices on which accounts to draw from in order to supplement part-time work.
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Free Download

Dream Team: Financial Advisors & CPAs

Collaboration Leads to Better Client Thinking Financial advisors can capitalize on this era of new tax laws by forming mutually beneficial relationships with CPAs. CPAs can add value to your practice, both by providing tax advice and by referring clients who need financial plans. Tax advice that a CPA gives is different than the advice you can give for a tax-efficient retirement plan. But when paired together, this advice empowers your client to make the best financial decisions. Use our free CPA introduction letter template to forge the relationships that will result in better retirement plans for your clients. 
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In The News

3 Questions that Make Creating a Retirement Investment Strategy Easier

Crafting a retirement investment strategy can be a daunting task for many people, even when they have a great financial advisor. Between the financial goals being set and the possible scenarios being accounted for through retirement planning, it’s easy for your clients to become overwhelmed and disoriented.
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In The News

A closer look at the new Tax Clarity updates: self-employment tax

At the beginning of April, Covisum rolled out four new features to our Tax Clarity® software. The new self-employment tax calculates the impact of paying both the employee and the employer's share of Social Security and Medicare taxes for self-employed clients.
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In The News

ThinkAdvisor: Covisum's advisor and quant discuss how to manage sequence of returns risk in retirement planning

In an ongoing series exclusive to ThinkAdvisor, Joe Elsasser, CFP® and Ron Piccinini, PhD provide readers with two distinct perspectives on the same topic. Check out the most recent installment, "How do you manage sequence of returns risk in retirement planning?"  In this edition, Joe and Ron discuss how to protect clients from a down market in the crucial early withdrawal years. Joe's response included:
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