PLANADVISOR: Advisers Beware and Be Cautious When Talking Taxes in 2018

Katie Godbout, Director of Sales & Marketing
January 31, 2018
    

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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. 


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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.