On Tuesday, President of Covisum Joe Elsasser, CFP® and Dave Cechanowicz, JD, MSFS, AIF® AEP and Senior Financial Planner with REDW Stanley presented a webinar, "Tax Law 2018: What Advisors Need to Know," to hundreds of advisors across the nation. PLANADVISOR's John Manganaro attended and wrote this piece summarizing the presentation: Advisors Beware and Be Cautious When Talking Taxes in 2018.

“There are tax-related competencies that are at the heart of what advisers do,” Elsasser said. “But that does not mean that we can provide advice that will serve as the basis for clients’ specific tax-related decisions.” 


Read the full article to learn more, and stay tuned to our blog and watch for the webinar to be posted for free on-demand viewing. 

Do you have clients who don’t understand the relationship between ordinary and capital incomes? If you do, they could be on their way to potentially significant tax inefficiency in their retirement strategy. You can help with Tax Clarity. Provide tax alpha and quickly identify sub-optimal situations to show clients how to make retirement decisions in the most tax-efficient way. Additionally, when you subscribe to the software you get an entire support team to help you answer client and software questions.

Get a 10-day free trial