"Last Minute Tax Moves" webinar now available for on-demand viewing

10761-hero-SANS-info-button-1Your clients have until the end of the year to harvest from an IRA, execute a Roth conversion, or take a capital lossRecently, President and Founder of Covisum, Joe Elsasser, CFP®, RHU®, REBC®, hosted a webinar about optimizing year-end tax opportunities for clients. The webinar is now is now available for on-demand viewing. Watch the webinar when and where it's convenient for you. 

 In this relevant and thoughtful webinar you will learn:

  • How to communicate the value tax-efficient retirement advice adds.
  • Easy ways to identify and prioritize tax inefficiencies in a client’s retirement income strategy.
  • How to pinpoint clients with potential tax opportunities.

Learn how to provide tax alpha and quickly identify sub-optimal situations to show clients how to make retirement decisions in the most tax-efficient way - use Tax Clarity to help. Additionally, when you subscribe to the software you get an entire support team to help you answer client and software questions.

Watch Now

This entry was posted in Webinar, Joe Elsasser, Taxes, Tax, Tax Clarity, Tax Map