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    In The News

    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 and their clients may not have considered. This week, Joe discusses tax-smart strategies for charitable giving.
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    Tax

    FinPlan Friday: Debt in Retirement

    Navigating Debt in Retirement Most advisors will encounter at least one client with debt in retirement. Sometimes this can be beneficial, but other times it can weigh down a client's retirement investment strategy. Learn how to navigate these unique client situations this week in our FinPlan Friday discussion with Joe.
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    Tax

    The Value of the Tax Map for Your Clients

    Covisum's software started out as services in my own financial planning practice. We use Tax Clarity® at least once per year with every client, mainly because skipping it just doesn’t make sense. Let me explain our thought process: We get at least one client referral each year to provide a Tax Map and advice on a tax-efficient retirement. The lifetime value of a client to our practice is over $15,000. It’s a no brainer to spend $960 on software to make that happen.
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    Marketing

    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 gain new clients. While those are important elements of business success, they’re not enough to fuel true growth…particularly among all the competition from up-and-coming advisors, seasoned advisors and robo-advisors. Being competent, professional and ambitious will help you survive…but you won’t thrive.
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