Blog | Tax (11)

In The News

The Three Biggest Problems CPAs Face & How You Can Help Solve Them

on May 25, 2017 | By Katie Godbout, Vice President of Sales & Marketing

A symbiotic relationship between CPAs and financial advisors can prove beneficial for your clients - as well as both businesses. Building this kind of relationship can provide balance that would otherwise be missing.

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In The News

Charting the retirement course on Covisum's Tax Map

on May 23, 2017 | By Katie Godbout, Vice President of Sales & Marketing

Case Study: The Real Tax System John and Jane are married and will be filing jointly. They are both over 65 years old. They have $50,000 in combined Social Security assets, $15,000 of net long-term capital gains, and $25,000 in IRA distributions.

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Tax

Covisum featured in InvestmentNews

on May 11, 2017 | By Katie Godbout, Vice President of Sales & Marketing

Retirement taxes are not for sissies Opportunities abound for advisers schooled in tax-efficient withdrawals Covisum's president, Joe Elsasser, was quoted in InvestmentNews. Here's an excerpt: "Taxes are a critical piece in retirement planning, yet most financial advisers avoid discussing the topic for several reasons," writes Joe Elsasser, founder of Covisum, a training and software company that helps advisers create retirement income plans through smart Social Security claiming strategies and tax-efficient withdrawals." Read the full article.

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How to approach ‘A Fine Mess’ of a tax code before Trump reform

on April 19, 2017 | By Katie Godbout, Vice President of Sales & Marketing

Following the failed attempt to repeal and replace the Affordable Care Act, President Trump signaled that his next big effort would be to reform the tax code. But a few weeks later, he said an overhaul of the tax code would be pushed back so another attempt to repeal Obamacare would be a priority.

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