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    Hidden Value: Avoid the SECURE Act's Long-Term Tax Traps

    In The News

    Hidden Value: Avoid the SECURE Act's Long-Term Tax Traps

    on February 10, 2020 | By Lauren Laferla, Director of Communications
    Hidden Value is a column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights that advisors and their clients may not have considered. This week, Joe discusses the tax implications of the SECURE Act.
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    FinPlan Friday: The Savers Credit & The SECURE ACT

    Tax

    FinPlan Friday: The Savers Credit & The SECURE ACT

    The Saver's Credit The Saver's Credit has become more important following the passage of the SECURE Act, because now you are able to continue to contribute to a traditional IRA even after age 70 ½. Learn more about the Saver's Credit this week in our FinPlan Friday discussion with Joe.
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    5 Reasons You Should Try Tax Clarity Right Now

    Tax

    5 Reasons You Should Try Tax Clarity Right Now

    As 2019 starts to wind to a close, now is the perfect time to check out Tax Clarity®. The software helps you quickly identify sub-optimal situations and show clients tax opportunities. Use Tax Clarity to calculate your client's effective marginal tax rate and identify dangerous points where an additional dollar of income can create a much higher effective marginal tax rate. Here are five reasons that right now is the perfect time to start a 10-day free trial of the software.
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    Tax Cuts and Jobs Act: What Your Seminar Attendees Need to Know

    Tax

    Tax Cuts and Jobs Act: What Your Seminar Attendees Need to Know

    Addressing Tax Legislation in Your Financial Planning Seminars Significant changes brought on by the fairly recent Tax Cuts and Jobs Act (TCJA) have created some fantastic opportunities for strategic advisors. Offering a “taxes in retirement” seminar at your local library or community college, allows you to educate the public about the changes and gain some potential clients. However, the legislation is extensive and you don’t want seminar attendees to lose interest by diving into all of the details. Here are five topics that you need to address in your taxes in retirement seminar.
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    Announcing: The New and Improved Tax Clarity

    Tax

    Announcing: The New and Improved Tax Clarity

    Current Subscribers Now Have Access to The New Tax Clarity Save and compare as many alternates as you want and experience our new, cleaner interface with easier data entry and a better user experience. Current Tax Clarity subscribers can view the new features and enter client data in the updated Tax Clarity by visiting portal.covisum.com. Log in using your original credentials.
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    Hidden Value: Year-End Tax Opportunities

    In The News

    Hidden Value: Year-End Tax Opportunities

    While this time of year can be a busy one for advisors and clients alike, it’s important for advisors to take a closer look at where clients are likely to end the year from a tax perspective. You won’t be able to take advantage of these opportunities after Dec. 31.
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    FinPlan Friday: End of Year Tax Moves

    Tax

    FinPlan Friday: End of Year Tax Moves

    Tax-Efficient Planning for the End of 2019 As 2019 winds to a close, it's important to evaluate where your clients are likely to end the year from a tax perspective. Learn which opportunities you should look out for this week in our FinPlan Friday discussion with Joe.
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    Retirees Should Talk To Their Advisor Before Taking Out An Auto Loan

    In The News

    Retirees Should Talk To Their Advisor Before Taking Out An Auto Loan

    Forbes Finance Council: Financing Vehicles in Retirement In a recent article for Forbes Finance Council, Covisum Founder and President Joe Elsasser, CFP®, outlined some of the unexpected expenses retirees can encounter when buying an automobile and stressed the importance of talking with financial advisor about tax-efficient planning before financing a vehicle in retirement.
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