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    Why Effective Marginal Rate Planning Matters Even More Under OBBBA

    Tax

    Why Effective Marginal Rate Planning Matters Even More Under OBBBA

    As advisors, our role is about much more than picking investments. It’s about helping clients make smarter, forward-looking decisions, particularly around taxes. That’s always been true, but the One Big Beautiful Bill Act of 2025 (OBBBA) raised the stakes.
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    Breaking Down Big Changes: OBBBA Bite‑Sized Insights for Financial Advisors

    Law Changes

    Breaking Down Big Changes: OBBBA Bite‑Sized Insights for Financial Advisors

    When major legislation like the One Big Beautiful Bill Act of 2025 (OBBBA) becomes law, it doesn’t take long for the questions to start rolling in from both clients and advisors.
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    Why Taxes Deserve a Front Seat in Retirement Planning Conversations

    Tax

    Why Taxes Deserve a Front Seat in Retirement Planning Conversations

    When it comes to retirement income planning, taxes matter, a lot. Yet tax planning is often overlooked or oversimplified. The truth is, your clients’ tax exposure in retirement doesn’t just depend on how much they withdraw each year, but how and from where those withdrawals happen.
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    Introducing Covisum Conversations: Real Advisors. Real Strategies. Real Growth.

    Event

    Introducing Covisum Conversations: Real Advisors. Real Strategies. Real Growth.

    At Covisum, we’re always looking for ways to equip financial advisors with the tools, insights, and connections they need to thrive. That’s why I’m excited to introduce something new — something created for advisors, by advisors.
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