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    Hidden Value: Year-End Tax Opportunities

    In The News

    Hidden Value: Year-End Tax Opportunities

    While this time of year can be a busy one for advisors and clients alike, it’s important for advisors to take a closer look at where clients are likely to end the year from a tax perspective. You won’t be able to take advantage of these opportunities after Dec. 31.
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    FinPlan Friday: End of Year Tax Moves

    Tax

    FinPlan Friday: End of Year Tax Moves

    Tax-Efficient Planning for the End of 2019 As 2019 winds to a close, it's important to evaluate where your clients are likely to end the year from a tax perspective. Learn which opportunities you should look out for this week in our FinPlan Friday discussion with Joe.
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    Exciting News—We're Moving!

    Culture

    Exciting News—We're Moving!

    We are moving! The Covisum team is growing rapidly and we are very excited to announce that we are moving to a bigger space to better serve our customers.
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    Retirees Should Talk To Their Advisor Before Taking Out An Auto Loan

    In The News

    Retirees Should Talk To Their Advisor Before Taking Out An Auto Loan

    Forbes Finance Council: Financing Vehicles in Retirement In a recent article for Forbes Finance Council, Covisum Founder and President Joe Elsasser, CFP®, outlined some of the unexpected expenses retirees can encounter when buying an automobile and stressed the importance of talking with financial advisor about tax-efficient planning before financing a vehicle in retirement.
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    Hidden Value: Choose a Niche for Your Financial Planning Practice

    Free Download

    Hidden Value: Choose a Niche for Your Financial Planning Practice

    Hidden Value is a column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights that advisors and their clients may not have considered. This week, Joe discusses the benefits of choosing a niche for your financial planning practice.
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    FinPlan Friday: Financial Planning Techniques to Differentiate Your Practice

    Video

    FinPlan Friday: Financial Planning Techniques to Differentiate Your Practice

    Set Your Practice Apart In this crowded industry, it can be difficult for clients to see the differences between the financial advice you provide and the "advice" from the advisor down the street. Learn how you can differentiate your practice from the competition with financial planning techniques that make a meaningful difference for the client this week in our FinPlan Friday discussion with Joe.
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    On-Demand Webinar: Marketing Your Retirement Planning Practice

    Marketing

    On-Demand Webinar: Marketing Your Retirement Planning Practice

    Creating a marketing strategy is a key component for the success of your business. In this era of constant communication and instant notification, marketing is even more important than it’s ever been before. Recently our Director of Sales and Marketing, Katie Godbout, hosted a webinar to help advisors develop and execute an effective marketing strategy. The webinar is now is now available for on-demand viewing. Watch the webinar when and where it's convenient for you.
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    Hidden Value: Tax-Smart Charitable Giving Strategies for the New Tax Era

    In The News

    Hidden Value: Tax-Smart Charitable Giving Strategies for the New Tax Era

    on September 14, 2019 | By Lauren Laferla, Director of Communications
    Hidden Value is a column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights that advisors and their clients may not have considered. This week, Joe discusses tax-smart strategies for charitable giving.
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