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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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    The impact of tax reform on

    In The News

    The impact of tax reform on "Consider This" with Cathy Wyatt and Joe Elsasser

    On February 9, Joe Elsasser, CFP® and President of Covisum appeared on "Consider This" on NET to discuss the impact of the Tax Cuts and Jobs Act. Watch the full interview here:
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    InvestmentNews: New tax law offers opportunities for advisers and retirees

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    InvestmentNews: New tax law offers opportunities for advisers and retirees

    After the Tax Cuts and Jobs Act passed and Covisum updated Tax Clarity to reflect the changes, we've seen a huge influx of interest in the software. We've updated all of our advisor-facing marketing materials that come with a paid subscription, including our white paper, "The Elephant and the Snowball: How Advisors Can, and Should, Talk Taxes with Clients." Recently, Mary Beth Franklin with Investment News covered the content in the article, "New tax law offers opportunities for advisers and retirees." Here's one of our favorite quotes from the article:
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    On-Demand Webinar,

    In The News

    On-Demand Webinar, "Tax Law 2018: What Advisors Need to Know"

    Do you have clients who don’t understand the relationship between ordinary and capital incomes? If you do, they could be on their way to potentially significant tax inefficiency in their retirement strategy. Recently, President of Covisum Joe Elsasser, CFP® and Dave Cechanowicz, JD, MSFS, AIF® AEP and Senior Financial Planner with REDW Stanley hosted a webinar discussing how to capitalize on opportunities from the change in the tax law. The webinar was written about in "ThinkAdvisor" and "PLANADVISOR," and is now available for on-demand viewing. Watch the webinar when and where it's convenient for you.
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    PLANADVISOR: Advisers Beware and Be Cautious When Talking Taxes in 2018

    In The News

    PLANADVISOR: Advisers Beware and Be Cautious When Talking Taxes in 2018

    On Tuesday, President of Covisum Joe Elsasser, CFP® and Dave Cechanowicz, JD, MSFS, AIF® AEP and Senior Financial Planner with REDW Stanley presented a webinar, "Tax Law 2018: What Advisors Need to Know," to hundreds of advisors across the nation. PLANADVISOR's John Manganaro attended and wrote this piece summarizing the presentation: Advisors Beware and Be Cautious When Talking Taxes in 2018.
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    Tax Law 2018: What Financial Advisors Need to Know

    In The News

    Tax Law 2018: What Financial Advisors Need to Know

    Covisum is hosting a free webinar on January 30 at 11 a.m. Central where advisors can learn how to capitalize on opportunities from the change in the tax law. Hear from Joe Elsasser, CFP® and President of Covisum and Dave Cechanowicz, JD, MSFS, AIF® AEP and Senior Financial Planner with REDW Stanley, in this must-attend webinar.
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    PLANADVISOR: Achieving ‘Tax Clarity’ on Retirement Income Is Possible in 2018

    In The News

    PLANADVISOR: Achieving ‘Tax Clarity’ on Retirement Income Is Possible in 2018

    On Friday, Joe Elsasser, CFP®, president of Covisum spoke with PLANADVISOR's John Manganaro about the tax landscape looking into 2018, the updates we've made to Tax Clarity™ and what advisors should do to make the most of the changes from the Tax Cuts and Jobs Act of 2017.
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    The Tax Landscape in 2018

    Tax

    The Tax Landscape in 2018

    The U.S. tax landscape is changing. Last week, the Tax Cuts and Jobs Act was passed into law. It is clear that there is a need for members of the general public to understand the changes and how those changes impact their personal situations. Financial advisors are faced with a choice – either take proactive steps to first become educated on the new laws, and then identify specific opportunities for their clients, or risk losing clients to other proactive advisors who choose the first path. Join Joe Elsasser, CFP® and president of Covisum as he discusses the hot topic of taxes and retirement for the Society of Financial Service Professionals on January 24 at 11 a.m. Central.
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