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    In The News

    Tax Law 2018: What Financial Advisors Need to Know

    Covisum is hosting a free webinar on January 30 at 11 a.m. Central where advisors can learn how to capitalize on opportunities from the change in the tax law. Hear from Joe Elsasser, CFP® and President of Covisum and Dave Cechanowicz, JD, MSFS, AIF® AEP and Senior Financial Planner with REDW Stanley, in this must-attend webinar.
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    In The News

    PLANADVISOR: Achieving ‘Tax Clarity’ on Retirement Income Is Possible in 2018

    On Friday, Joe Elsasser, CFP®, president of Covisum spoke with PLANADVISOR's John Manganaro about the tax landscape looking into 2018, the updates we've made to Tax Clarity™ and what advisors should do to make the most of the changes from the Tax Cuts and Jobs Act of 2017.
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    Risk

    When Clients Ask: How Do I Stress Test My Portfolio?

    To help you talk risk with clients, Ron Piccinini, Ph.D., answers some common client questions here. Ron, Covisum’s director of product development, is an expert on quantitative risk modeling, heavy-tailed distributions and risk management.
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    Tax

    The Tax Landscape in 2018

    The U.S. tax landscape is changing. Last week, the Tax Cuts and Jobs Act was passed into law. It is clear that there is a need for members of the general public to understand the changes and how those changes impact their personal situations. Financial advisors are faced with a choice – either take proactive steps to first become educated on the new laws, and then identify specific opportunities for their clients, or risk losing clients to other proactive advisors who choose the first path. Join Joe Elsasser, CFP® and president of Covisum as he discusses the hot topic of taxes and retirement for the Society of Financial Service Professionals on January 24 at 11 a.m. Central.
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    Tax

    Covisum updates Tax Clarity software to reflect  Tax Cuts and Jobs Act changes

    Advisors can now answer clients' biggest question in the New Year: "How will the new tax law affect me?" Advisors and financial institutions rely on us to help them guide their clients to make the best financial decisions. Advisors who are struggling to quantify all the implications of the new 500-page Tax Cuts and Jobs Act can gain insight into unseen opportunity to add dollars to a retirement plan with the newly updated Tax Clarity tool. Advisors can now confidently perform tax simulations for 2017 and 2018, showing their clients reports with dollar comparison estimates based on various tax strategies and scenario planning.
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