Covisum Blog

On-Demand Video: Open Architecture is Dead

Our Founder Shares the Future of Fintech Recently Covisum Founder and President Joe Elsasser, CFP®, presented "Open . . .
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On-Demand Webinar: Tax-Efficient Planning for Baby Boomers

Clients don’t always understand the interactions between different types of income and deductions, leading to potentially . . .
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Live Webinar: Tax-Efficient Planning for Baby Boomers

Sequence of Withdrawals: Tax-Efficient Planning for Baby Boomers Covisum® is hosting a free webinar on Wednesday, March . . .
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"Last Minute Tax Moves" Webinar Now Available for On-Demand Viewing

Your clients have until the end of the year to harvest from an IRA, execute a Roth conversion, or take a . . .
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On-Demand Webinar, "Last Minute Tax Moves: What Advisors Need to Know"

Covisum is hosting a free webinar on December 5 at 11:00 a.m. Central Time where advisors can learn how to optimize . . .
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Will Siri Take Your Job?

Technology and the future of your practice Technology is advancing faster than ever before. Who knew that dial-up . . .
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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 . . .
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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 . . .
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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 . . .
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