A closer look at the new Tax Clarity updates: dependent tax credit

Posted on June 26, 2018

At the beginning of April, Covisum rolled out four new features to the Tax Clarity® software. The new dependent tax credit feature allows advisors to demonstrate the impact of the revised dependent tax credit, including for dependents over the age of 16

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Posted in New Features, Tax Law, New Tax Law, Taxes, Tax Clarity, Tax Map

4 new features in Tax Clarity help advisors make an impact for their clients 

Everyone in the financial services industry is talking about how the changes to the tax law will impact clients, and the most prepared advisors will be able to capitalize on this enormous opportunity.

With Tax Clarity®, you can provide tax alpha and quickly identify sub-optimal situations, showing clients how to make retirement decisions in the most tax-efficient way. 

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Posted in New Tax Law, Tax Cuts and Jobs Act, Tax Clarity, New Resources, New Features