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    Follow the Tax Map to Find Clients Nontaxable Income

    In The News

    Follow the Tax Map to Find Clients Nontaxable Income

    Imagine showing a prospect how to harvest $11,000 IRA income with no tax. Or a client how to harvest $67,500 of capital gain with no tax. Our “Practical Uses for Tax Clarity” video shows how simple it is with a customize Tax Map.
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    New white paper examines how advances in risk analytics are changing the client-advisor discussion

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    New white paper examines how advances in risk analytics are changing the client-advisor discussion

    Covisum’s new white paper explains the dangers of relying on traditional models of explaining and estimating portfolio risk, and how risk analytics have evolved, giving you amazing new opportunities to help clients more. You've seen it happen: losses accumulate in a portfolio, and the client ponders doing something unwise. Whether they're the most risk-averse client or extremely laissez-faire, they're vulnerable to emotional reactions. When they're paying you to help them make smart financial decisions, this leaves you in an unpleasant situation. How do you help people avoid behavioral mistakes that could cost them — and cost you your reputation?
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    On-demand webcast: how to talk risk with clients

    Risk

    On-demand webcast: how to talk risk with clients

    The advisor and the quant What do clients need to know about risk? Is a portfolio too risky? When and how should you rebalance? In this on-demand webcast, advisor Joe Elsasser, CFP®, and quant Ron Piccinini, Ph.D., shed light on portfolio risk topics that are important for building trust with your clients. Effectively estimating and communicating a client's risk can help them avoid behavioral mistakes, significantly impacting their bottom line.
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    The Three Biggest Problems CPAs Face & How You Can Help Solve Them

    In The News

    The Three Biggest Problems CPAs Face & How You Can Help Solve Them

    A symbiotic relationship between CPAs and financial advisors can prove beneficial for your clients - as well as both businesses. Building this kind of relationship can provide balance that would otherwise be missing.
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    Charting the retirement course on Covisum's Tax Map

    In The News

    Charting the retirement course on Covisum's Tax Map

    Case Study: The Real Tax System John and Jane are married and will be filing jointly. They are both over 65 years old. They have $50,000 in combined Social Security assets, $15,000 of net long-term capital gains, and $25,000 in IRA distributions.
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    Covisum featured in InvestmentNews

    Tax

    Covisum featured in InvestmentNews

    Retirement taxes are not for sissies Opportunities abound for advisers schooled in tax-efficient withdrawals Covisum's president, Joe Elsasser, was quoted in InvestmentNews. Here's an excerpt: "Taxes are a critical piece in retirement planning, yet most financial advisers avoid discussing the topic for several reasons," writes Joe Elsasser, founder of Covisum, a training and software company that helps advisers create retirement income plans through smart Social Security claiming strategies and tax-efficient withdrawals." Read the full article.
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