Tax Clarity

• How do I get started with Tax Clarity?
• How do I access the Tax Clarity seminar presentation?
• Has my broker dealer approved the use of Tax Clarity?
• How do I add Income InSight to my Tax Clarity subscription?
• Does Tax Clarity include state income tax?
• How can delaying your social security decision be beneficial?
• What are the inputs for Tax Clarity?
• Can I see a Tax Clarity report?
• Has Tax Clarity been updated to reflect the new 2018 tax returns?
• Where do I find the seminar in Tax Clarity?
• Are the first $77,000 of long-term gains taxable? I thought they weren't.
• How are taxes tabulated in Tax Clarity?
• Can I use Tax Clarity for ACA planning?
• What is Effective Marginal Rate (EMR)?
• What is Provisional Income?
• What is the relationship between ordinary income and capital gains?
• Do capital losses wipe out qualified dividend income?
• What does the gray portion of the Tax Map represent?
• My broker dealer does not allow us to give tax advice. How do we get around that?
• Does Tax Clarity adjust for the Tax Cuts and Jobs Act sunset?
• Do you offer any case studies for young single $500,000 + income earners?
• Does my client have to take her RMD if she stops working the same year she turns 70.5?
• I want to build a Roth conversion scenario as an example to show potential clients. Could you help me put that together?
• What tax year is used for income counting against Medicare D?
• If you have negative gains left over in 2018 does that transfer to following years? If so, what are the limits?
• Does Tax Clarity work with working people or only with retirement tax plans?
• What is the difference between Tax Clarity and Bloomberg BNA?
• Does Tax Clarity handle exercising stock options?
• What do I do after creating a base case?
• How do I create more than one scenario?
• Where do I place a line item from a tax return?

Pricing

• How do I buy Tax Clarity?