Your clients have until the end of the year to harvest from an IRA, execute a Roth conversion, or take a capital loss. Recently, President and Founder of Covisum, Joe Elsasser, CFP®, 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 - useTax Clarity to help. Additionally, when you subscribe to the software you get an entire support team to help you answer client and software questions.