Tax Law 2018: What Financial Advisors Need to Know
Katie Godbout, Director of Sales & Marketing
January 16, 2018
Covisum is hosting a free webinar on January 30 at 11 a.m. Central where advisors can learn how to capitalize on opportunities from the change in the tax law. Hear from Joe Elsasser, CFP® and President of Covisum and Dave Cechanowicz, JD, MSFS, AIF® AEP and Senior Financial Planner with REDW Stanley, in this must-attend webinar.
Our expert panel will 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?
Learn all of this and more during this live webinar. Following the presentation, we will have 10-15 minutes for questions and answers. Register now.
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.