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    A closer look at the new Tax Clarity updates: pass-through deduction

    In The News

    A closer look at the new Tax Clarity updates: pass-through deduction

    At the beginning of April, Covisum rolled out four new features to the Tax Clarity® software. The new pass-through deduction feature is particularly important for advisors with certain clients who own small businesses. The update allows advisors to demonstrate the impact of the deduction for pass-through income and the phase-out of the deduction under the 2017 Tax Cuts and Jobs Act.
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    Financial Planning highlights survey that suggests consumers want an advisor with tax knowledge

    In The News

    Financial Planning highlights survey that suggests consumers want an advisor with tax knowledge

    A recent article in Financial Planning highlighted a report from 1st Global that suggests the top priority among affluent and emerging affluent consumers when choosing a financial advisor is tax knowledge.
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    A Closer Look at the New Tax Clarity Updates: Saver’s Credit

    Tax

    A Closer Look at the New Tax Clarity Updates: Saver’s Credit

    At the beginning of April, Covisum rolled out four new features to our Tax Clarity® software. The new Saver’s Credit feature allows an advisor to demonstrate the impact the Saver's Credit can have on a client’s retirement plan, which is particularly relevant for semi-retired clients who have choices on which accounts to draw from in order to supplement part-time work.
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    Dream Team: Financial Advisors & CPAs

    Free Download

    Dream Team: Financial Advisors & CPAs

    Collaboration Leads to Better Client Thinking Financial advisors can capitalize on this era of new tax laws by forming mutually beneficial relationships with CPAs. CPAs can add value to your practice, both by providing tax advice and by referring clients who need financial plans. Tax advice that a CPA gives is different than the advice you can give for a tax-efficient retirement plan. But when paired together, this advice empowers your client to make the best financial decisions. Use our free CPA introduction letter template to forge the relationships that will result in better retirement plans for your clients.
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    A closer look at the new Tax Clarity updates: self-employment tax

    In The News

    A closer look at the new Tax Clarity updates: self-employment tax

    At the beginning of April, Covisum rolled out four new features to our Tax Clarity® software. The new self-employment tax calculates the impact of paying both the employee and the employer's share of Social Security and Medicare taxes for self-employed clients.
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    ThinkAdvisor: Covisum's advisor and quant discuss the impact of tax reform on investment portfolios

    In The News

    ThinkAdvisor: Covisum's advisor and quant discuss the impact of tax reform on investment portfolios

    In an ongoing series exclusive to ThinkAdvisor, Joe Elsasser, CFP® and Ron Piccinini, PhD provide readers with two distinct perspectives on the same topic. Check out the most recent installment, "How New Tax Law Affects Investment Portfolios." In this edition, we asked both Joe and Ron what kind of impact tax reform has on investment portfolios. Joe's response included:
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    4 New Features in Tax Clarity Help Advisors Make an Impact for Their Clients

    In The News

    4 New Features in Tax Clarity Help Advisors Make an Impact for Their Clients

    Everyone in the financial services industry is talking about how the changes to the tax law will impact clients, and the most prepared advisors will be able to capitalize on this enormous opportunity. With Tax Clarity®, you can provide tax alpha and quickly identify sub-optimal situations, showing clients how to make retirement decisions in the most tax-efficient way.
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    Tax Clarity adds Quick Reference Guide for free-trial and paid subscribers

    Free Download

    Tax Clarity adds Quick Reference Guide for free-trial and paid subscribers

    Your one-stop reference for tax acronyms, brackets and more Looking up tax brackets or what certain acronyms stand for can eat up a lot of time, interrupt your workflow and possibly even irritate clients during a meeting. Tax Clarity’s Quick Reference Guide organizes some of the most commonly needed items for holistic retirement planning all on a single, easy-to-read page, keeping you focused on your clients and their retirement plans.
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    Throw CPAs a Life Jacket

    In The News

    Throw CPAs a Life Jacket

    Americans are inundating CPAs with questions about how the recently passed tax law will impact them. But most CPAs make their living off businesses and business owners with complex and time-consuming concerns, not the middle-income retirees calling with questions.
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