ThinkAdvisor: 4 Tips for Navigating Clients’ Tax Questions

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

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Yesterday, Joe Elsasser, CFP® and President of Covisum and Dave Cechanowicz, JD, MSFS, AIF® AEP and Senior Financial Planner with REDW Stanley hosted a free webinar discussing how to capitalize on opportunities from the change in the tax law. ThinkAdvisor attended and provided this summary article, "4 Tips for Navigating Clients' Tax Questions."

  1. 5 magic words: This is not tax advice.
  2. Bring in a tax professional to deliver actual tax advice when necessary. 
  3. Take advantage of tax-alpha opportunities.
  4. Consider these miscellaneous items that could affect your clients.

Learn more about each of these tips and read the full article. Also, 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.

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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.