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.


Recently, President of Covisum Joe Elsasser, CFP® and Dave Cechanowicz, JD, MSFS, AIF® AEP and Senior Financial Planner with REDW Stanley hosted a webinar discussing how to capitalize on opportunities from the change in the tax law. The webinar was written about in "ThinkAdvisor" and "PLANADVISOR," and is now available for on-demand viewing. Watch the webinar when and where it's convenient for you. 

In this timely and insightful webinar, Elsasser and Cechanowicz answer these questions and more:

  • What are the significant changes to tax brackets and tax rates? And how will the changes affect your mass-affluent clients?
  • Given changes to standard deductions and the elimination of personal exemptions, how should you decide which accounts to harvest from and when?
  • What impact will the deduction for pass-through income have on your clients?

What did attendees have to say about the live broadcast?

I was deeply impressed with the knowledge and skill of the presenters. GREAT! 

Thank you for the excellent information presented!

I thought the webinar was very informative. There was so much information, I need to listen to it again.

Thank you putting on a great webinar event!

Thank you for hosting the excellent webinar. The content was very helpful.

Learn how to provide tax alpha and quickly identify sub-optimal situations to show clients how to make retirement decisions in the most tax-efficient way - use Tax Clarity to help. Additionally, when you subscribe to the software you get an entire support team to help you answer client and software questions.

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