---
title: "On-Demand Webinar, \"Last Minute Tax Moves: What Advisors Need to Know\""
description: Join Joe Elsasser, CFP®, President of Covisum, on December 5 at 11:00 a.m. Central Time for a timely, free webinar to help you optimize year-end tax opportunities for your clients.
image: https://www.covisum.com/hubfs/10761-social_LI.png
---

[Login](https://www.covisum.com/login-experience) | [Call: 402-235-4500](tel:1-402-235-4500) | [Contact Us](https://www.covisum.com/contact)

**

[![covisum-logo](https://www.covisum.com/hs-fs/hubfs/covisum-logo.png?width=264&height=41&name=covisum-logo.png "covisum-logo")](https://www.covisum.com/)

[![Start Your Free Trial](https://no-cache.hubspot.com/cta/default/2755909/b23743cd-d0df-4907-a66d-293b58ab1164.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/b23743cd-d0df-4907-a66d-293b58ab1164)

[![Contact Us](https://no-cache.hubspot.com/cta/default/2755909/6c6d7fe7-e094-4fc0-9c82-d93d4ccbb532.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/6c6d7fe7-e094-4fc0-9c82-d93d4ccbb532)

# On-Demand Webinar, "Last Minute Tax Moves: What Advisors Need to Know"

[TAX  |  ](https://www.covisum.com/blog/topic/tax)11/14/18 8:07 AM  |  by [Lauren Laferla, Director of Communications](https://www.covisum.com/blog/author/lauren-laferla-pr-content-marketing-manager)

![10761-social_LI](https://www.covisum.com/hs-fs/hubfs/10761-social_LI.png?width=600&name=10761-social_LI.png)

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](https://www.covisum.com/our-team/#joe), CFP®, President and Founder of Covisum for this timely discussion. 

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 all of this and more during this live webinar. Following the presentation, we will have 10-15 minutes for questions and answers. [Register now](https://www.covisum.com/last-minute-tax-moves-webinar).

[![Register now](https://no-cache.hubspot.com/cta/default/2755909/734ceb56-c8ef-43b2-847f-52f61949b3f9.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/734ceb56-c8ef-43b2-847f-52f61949b3f9)

### Share this article

[![Share on Facebook](https://static.hubspot.com/final/img/common/icons/social/facebook-24x24.png)](http://www.facebook.com/share.php?u=https%3A%2F%2Fwww.covisum.com%2Fblog%2Fon-demand-webinar-last-minute-tax-moves-what-advisors-need-to-know%3Futm_medium%3Dsocial%26utm_source%3Dfacebook) [![Share on LinkedIn](https://static.hubspot.com/final/img/common/icons/social/linkedin-24x24.png)](http://www.linkedin.com/shareArticle?mini=true&url=https%3A%2F%2Fwww.covisum.com%2Fblog%2Fon-demand-webinar-last-minute-tax-moves-what-advisors-need-to-know%3Futm_medium%3Dsocial%26utm_source%3Dlinkedin) [![Share on Twitter](https://static.hubspot.com/final/img/common/icons/social/twitter-24x24.png)](https://twitter.com/intent/tweet?original_referer=https%3A%2F%2Fwww.covisum.com%2Fblog%2Fon-demand-webinar-last-minute-tax-moves-what-advisors-need-to-know%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&url=https%3A%2F%2Fwww.covisum.com%2Fblog%2Fon-demand-webinar-last-minute-tax-moves-what-advisors-need-to-know%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&source=tweetbutton&text=On-Demand%20Webinar%2C%20%22Last%20Minute%20Tax%20Moves%3A%20What%20Advisors%20Need%20to%20Know%22)

## Related Blog Articles

[

### Tax

 Live Webinar: Tax-Efficient Planning for Baby Boomers

 Read 

](https://www.covisum.com/blog/live-webinar-tax-efficient-planning-for-baby-boomers)

[

### Webinar

 Live Webinar: Combatting Conflicts in Your Tech Stack

 Read 

](https://www.covisum.com/blog/live-webinar-combatting-conflicts-in-your-tech-stack)

[

### Tax

 FinPlan Friday: Roth Conversions in 2020

 Read 

](https://www.covisum.com/blog/finplan-friday-roth-conversions-in-2020)

[See All Articles](https://www.covisum.com/blog) <https://www.covisum.com/blog/on-demand-webinar-last-minute-tax-moves-what-advisors-need-to-know#>

## Covisum’s ecosystem of solutions can help you grow.

[Sign Up Free](https://idp.socialsecuritytiming.com/register)

## Stay Connected

Access industry news, expert insights, best practices, free downloads and more.

[![Logo-White-Stacked](https://www.covisum.com/hs-fs/hubfs/Logo-White-Stacked.png?width=124&height=146&name=Logo-White-Stacked.png "Logo-White-Stacked")](https://covisum.com)

444 Regency Parkway Dr. Suite 201 Omaha, NE 68114

- <https://twitter.com/covisum>
- <https://www.facebook.com/covisum/>
- <https://www.linkedin.com/company/covisum/>
- <https://www.youtube.com/channel/UCcpqTvwn5xagflw-Y3_8qdQ>

 Read Reviews of Our Solutions In: 

[![Footer Capterra Logo](https://www.covisum.com/hubfs/Capterra_logo%20(1).svg)

](https://www.capterra.com/p/203728/Tax-Clarity/reviews/)[![Footer G2 Logo](https://www.covisum.com/hubfs/logo-g2.png) ](https://www.g2.com/search?utf8=%E2%9C%93&query=covisum)

[![Contact Us](https://no-cache.hubspot.com/cta/default/2755909/interactive-193539503962.png) ](https://www.covisum.com/hs/cta/wi/redirect?encryptedPayload=AVxigLIeyNo%2Fvt7%2F%2BmENvYzwjJxuP5y4ct%2FDbEAjKuMBD0vuiyksej7NZAE7N9Wyxg8MdabwtzUdgpXktLmmCgeUSFLfg1sXrPyxBxQJnmJqHuJBt8tgUle5x4czytqvQnbjz4b%2BM3jouWQlZhI3NKZ6Ubxdt70XOa3zRGsCvMkayJ%2FukrA%3D&webInteractiveContentId=193539503962&portalId=2755909)

[![SOC 2 T2 Logo](https://no-cache.hubspot.com/cta/default/2755909/interactive-193539503801.png) ](https://www.covisum.com/hs/cta/wi/redirect?encryptedPayload=AVxigLLKV0lhylN6k8opDNM%2BRYZnqa6ywqk185YxPp%2FVE5aGqitd6kPz7si5L633bfXUOeBXAUy4duP5GzZQFtlNp%2BCLOJ4w%2Ft3%2BmI4u5Giu7JTypnascxCdMWKJKySJmL%2FCgpc8qN7BZw7p7LvHXYo%2BhOH7ZaxgkBJ6MxmH6sRmwx4taDkBr9wfjQ9E0BwTaUH3TrBXYpSB&webInteractiveContentId=193539503801&portalId=2755909)

 © 2010 – 2026 Covisum®. All Rights Reserved. For advisor use only. Covisum is not connected with, affiliated with or endorsed by the United States government or the Social Security Administration. The local advisor offering Covisum products may be an insurance agent, financial advisor, accountant or attorney. Advisors may offer other products or services and are compensated by commissions and/or fees for any other services they may provide. [Terms and Conditions](https://www.covisum.com/terms-of-use) | [Privacy Policy](https://www.covisum.com/privacy-policy)

```json
{
  "@context" : "https://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "Lauren Laferla, Director of Communications",
    "url" : "https://www.covisum.com/blog/author/lauren-laferla-pr-content-marketing-manager"
  },
  "dateModified" : "2018-11-14T15:03:56.825Z",
  "datePublished" : "2018-11-14T14:07:00.000Z",
  "headline" : "On-Demand Webinar, \"Last Minute Tax Moves: What Advisors Need to Know\"",
  "image" : [ "https://www.covisum.com/hubfs/10761-social_LI.png" ],
  "mainEntityOfPage" : {
    "@id" : "https://www.covisum.com/blog/on-demand-webinar-last-minute-tax-moves-what-advisors-need-to-know",
    "@type" : "WebPage"
  },
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "url" : "https://www.covisum.com/hubfs/Covisum-Logo-Grey.png"
    },
    "name" : "Covisum LLC"
  }
}
```