Covisum Blog

Hidden Value: Tax-Smart Charitable Giving Strategies for the New Tax Era

Hidden Value is a column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights that advisors . . .
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Build a Comprehensive Retirement Strategy

Tech Processes in Practice Thousands of advisors across the U.S. use one of Covisum's tools separately to offer . . .
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FinPlan Friday: Debt in Retirement

Navigating Debt in Retirement Most advisors will encounter at least one client with debt in retirement. Sometimes this . . .
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The Math Doesn't Add Up

The Value of the Tax Map for Your Clients Covisum's software started out as services in my own financial planning . . .
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FinPlan Friday: Form Partnerships with CPAs

The Perfect Team: Financial Advisors and CPAs This week, Joe discusses the benefits of forming mutually beneficial . . .
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Build a Better Tech Stack

Covisum software can help you grow your financial planning practice by helping you communicate and deliver additional . . .
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FinPlan Friday: Find Your Financial Planning Niche

Identify Your Ideal Client and Grow This week, Joe discusses the benefits of niching your financial planning practice. . . .
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How to Harness the Power of Educational Seminars

If you’re an advisor in growth mode, you may think your competence, professionalism and ambition are enough to help you . . .
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Roth Conversions Made Easy with Income InSight

Income InSight and Roth Conversions  The Tax Cuts and Jobs Act significantly lowered marginal income tax rates for most . . .
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