Covisum Blog

Tax Clarity Leaves a Lasting Impression on Prospective Clients

Demonstrate the Dollars You Add to Your Client's Retirement Strategy with Tax Clarity The first meeting with a . . .
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How to Convert Seminar Attendees to Clients

Seminar Success! Now What? You’ve successfully attracted people to attend your educational seminar on taxes in . . .
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Tax-Efficient Planning Can Deepen Existing Client Relationships

Business Growth: Marketing & Referrals  Prospecting is necessary for growing your practice, but maintaining your current . . .
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On-Demand Webinar: Tax-Efficient Planning for Baby Boomers

Clients don’t always understand the interactions between different types of income and deductions, leading to potentially . . .
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Live Webinar: Tax-Efficient Planning for Baby Boomers

Sequence of Withdrawals: Tax-Efficient Planning for Baby Boomers Covisum® is hosting a free webinar on Wednesday, March . . .
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Hidden Value: Tax-Savvy Tactics for Retirement Cash Flow

Hidden Value is a column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights advisors and . . .
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4 Ways Financial Advisors Can Make the Most of this Tax Season

Tax Day is rapidly approaching, and there are a few ways that financial advisors can be really helpful during this . . .
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Schedule Annual Client Review Meetings

We are well into February, and we’ve reached the perfect time of year to schedule annual reviews for your clients who are . . .
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Hidden Value: Roth IRA Conversions, How Much Is Too Much?

Hidden Value is a column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights advisors and . . .
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