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    On-Demand Webinar: Opportunities For Roth Conversions With Tax Clarity

    Marketing

    On-Demand Webinar: Opportunities For Roth Conversions With Tax Clarity

    It's one thing to hear Covisum tell you how great Tax Clarity® is, but wouldn't it be helpful to hear directly from another advisor who is using it in their practice? Watch this webinar presented by Tax Clarity subscriber David Lloyd, CFP® and Covisum® Founder and President, Joe Elsasser, CFP® to see a case study highlighting some real-life opportunities for clients through Roth conversions.
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    FinPlan Friday: Give Retirement Advice That is Tax-Sensitive

    Tax

    FinPlan Friday: Give Retirement Advice That is Tax-Sensitive

    Tax-Aware Retirement Advice Taxes are a critical piece in retirement planning, yet most financial advisors avoid discussing the topic entirely out of fear violating federal regulations or industry standards that limit who can provide "tax advice." Lumping anything tax-related into "tax advice," however, is a disservice to the client. Learn how to give retirement advice that is tax-sensitive without crossing the line into tax advice in our FinPlan Friday discussion with Joe.
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    A Recap of the 2020 T3 Advisor Conference

    In The News

    A Recap of the 2020 T3 Advisor Conference

    The Covisum team recently returned home after spending a week in warm, sunny San Diego, CA for the 2020 T3 Advisor Conference. T3 creates space for innovation and collaboration with some of the best and brightest in fintech. It’s a great place to see the innovations from other financial technology companies, find opportunities to collaborate, meet with early tech adopters, and release exciting news. Here's a quick recap of all the Covisum news from the conference.
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    On-Demand Webinar: The Impact of the SECURE Act

    Tax

    On-Demand Webinar: The Impact of the SECURE Act

    on February 14, 2020 | By Lauren Laferla, Director of Communications
    The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) offers significant changes for retirees. For instance, The age for required minimum distributions has been changed from 70½ to age 72. IRA contributions are no longer capped by age. The stretch IRA has now been limited to 10 years. Recently, Covisum® Founder and President, Joe Elsasser, CFP®, hosted a webinar to help advisors learn how you can capitalize on this opportunity. The webinar is now available for on-demand viewing. Watch the webinar when and where it's convenient for you.
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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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    On-Demand Webinar: Customizing Tax Clarity to Fit Your Practice

    Marketing

    On-Demand Webinar: Customizing Tax Clarity to Fit Your Practice

    on December 17, 2019 | By Lauren Laferla, Director of Communications
    We could tell you how great Tax Clarity® is, but sometimes you want to hear directly from another advisor who is using it in their practice. That's why we created a new guest webinar series! Every webinar will include insights from real Tax Clarity subscribers who love the software, use it regularly, and tailor it to their practice.
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    Vlog: Use the Covisum Software Suite in Your Strategy Delivery Meeting

    Video

    Vlog: Use the Covisum Software Suite in Your Strategy Delivery Meeting

    on November 20, 2019 | By Lauren Laferla, Director of Communications
    Client Strategy Delivery Meeting Have you ever wondered how Covisum President and Founder, Joe Elsasser, CFP® uses the software in his own financial planning practice? In this video series, Joe shares his process and how he uses the Covisum software suite to add value in a variety of different client meetings. This week, Joe focuses on how he uses the software in his plan delivery meeting to quickly illustrate his recommendations.
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