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    ThinkAdvisor: Covisum's advisor and quant discuss the benefits and risks of ESG investing

    In The News

    ThinkAdvisor: Covisum's advisor and quant discuss the benefits and risks of ESG investing

    In an ongoing series exclusive to ThinkAdvisor, Joe Elsasser, CFP® and Ron Piccinini, PhD provide readers with two distinct perspectives on the same topic. This week, we asked Joe and Ron to discuss, the benefits and risks of ESG investing.
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    ThinkAdvisor: Covisum's advisor and quant discuss how to plan for health care costs in retirement

    In The News

    ThinkAdvisor: Covisum's advisor and quant discuss how to plan for health care costs in retirement

    In an ongoing series exclusive to ThinkAdvisor, Joe Elsasser, CFP® and Ron Piccinini, PhD provide readers with two distinct perspectives on the same topic. Check out the most recent installment, "How to Plan for Retiree Health Care Costs." This week, we asked Joe and Ron how to plan for health care expenses in retirement.
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    A closer look at the new Tax Clarity updates: pass-through deduction

    In The News

    A closer look at the new Tax Clarity updates: pass-through deduction

    At the beginning of April, Covisum rolled out four new features to the Tax Clarity® software. The new pass-through deduction feature is particularly important for advisors with certain clients who own small businesses. The update allows advisors to demonstrate the impact of the deduction for pass-through income and the phase-out of the deduction under the 2017 Tax Cuts and Jobs Act.
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    Financial Planning highlights survey that suggests consumers want an advisor with tax knowledge

    In The News

    Financial Planning highlights survey that suggests consumers want an advisor with tax knowledge

    A recent article in Financial Planning highlighted a report from 1st Global that suggests the top priority among affluent and emerging affluent consumers when choosing a financial advisor is tax knowledge.
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    4 Tips to Simplify Planning Your Next Financial Seminar

    In The News

    4 Tips to Simplify Planning Your Next Financial Seminar

    Financial planning seminars can be a great way to engage new prospects, grow your financial advisory business, and hit annual business goals. Whether you’re hosting seminars in-person or online, we want to help you grow your business through these educational events. Whether you’re a well-established firm or an upstart venture, educational seminars are a great way to build visibility for your brand. The key to success is all in the planning of these events, and finding ways to streamline the planning process to generate as much value as possible from financial seminars.
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    A Closer Look at the New Tax Clarity Updates: Saver’s Credit

    Tax

    A Closer Look at the New Tax Clarity Updates: Saver’s Credit

    At the beginning of April, Covisum rolled out four new features to our Tax Clarity® software. The new Saver’s Credit feature allows an advisor to demonstrate the impact the Saver's Credit can have on a client’s retirement plan, which is particularly relevant for semi-retired clients who have choices on which accounts to draw from in order to supplement part-time work.
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    Dream Team: Financial Advisors & CPAs

    Free Download

    Dream Team: Financial Advisors & CPAs

    Collaboration Leads to Better Client Thinking Financial advisors can capitalize on this era of new tax laws by forming mutually beneficial relationships with CPAs. CPAs can add value to your practice, both by providing tax advice and by referring clients who need financial plans. Tax advice that a CPA gives is different than the advice you can give for a tax-efficient retirement plan. But when paired together, this advice empowers your client to make the best financial decisions. Use our free CPA introduction letter template to forge the relationships that will result in better retirement plans for your clients.
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