Follow the Tax Map to Find Clients Nontaxable Income
Katie Godbout, Director of Sales & Marketing
July 26, 2017
Imagine showing a prospect how to harvest $11,000 IRA income with no tax. Or a client how to harvest $67,500 of capital gain with no tax. Our “Practical Uses for Tax Clarity” video shows how simple it is.
Tax Clarity helps you strengthen your value to existing clients by showing ways to make even smarter decisions about when to realize income or gain for a more tax-efficient income. And by showing prospects their customized Tax Map, you’ll open their eyes to your value, gaining them as clients. Find out for yourself and take a 10-day free trial now.
Katie thrives on making an impact and achieving big goals. She believes that communication strategy has a major impact on business success. As a strategic communicator with a diverse background in non-profit, B2B, healthcare, and SaaS, Katie combines her expertise in strategy development, marketing and sales to spread the word about how Covisum can help advisors and institutions inform their clients of the best financial decisions.