TAX | 11/14/18 8:07 AM | by Lauren Laferla, Director of Communications
Covisum is hosting a free webinar on December 5 at 11:00 a.m. Central Time where advisors can learn how to optimize year-end tax opportunities for clients. Your clients have until the end of the year to harvest from an IRA, execute a Roth conversion, or take a capital loss. Join Joe Elsasser, CFP®, President and Founder of Covisum for this timely discussion.
In this relevant and thoughtful webinar you will learn:
Learn all of this and more during this live webinar. Following the presentation, we will have 10-15 minutes for questions and answers. Register now.
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