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

Katie Godbout, Director of Sales & Marketing
January 13, 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.  

“The end result is that we can help advisers demonstrate for their clients and their CPA partners exactly where there may be missed opportunities to make changes to withdrawal strategies, small or large, that could impact the total amount of taxes paid, and thus the total wealth of the client,” Elsasser says. “Without a solution that allows the adviser to play around and guide the client through this complex conversation, it’s very hard for people to see where they may not be making the best tax decisions. Even for a CPA partner, it can be hard for them to see some of the stuff that our platform is going to show them.”

Read the full article here.

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Posted by Katie Godbout, Director of Sales & Marketing
Katie thrives on making an impact and achieving big goals. She believes that communication strategy has a major impact on business success. As a strategic communicator with a diverse background in non-profit, B2B, healthcare, and SaaS, Katie combines her expertise in strategy development, marketing and sales to spread the word about how Covisum can help advisors and institutions inform their clients of the best financial decisions.