Last minute tax moves: What Advisors Need to Know
Advisors, don’t forget your clients have until the end of the year to harvest from an IRA, execute a Roth conversion, or take a capital loss. Join Joe Elsasser, CFP®, President of Covisum, on December 5 at 11:00 a.m. Central Time for this timely, free webinar to help you optimize year-end tax opportunities for your clients.
In this webinar you will learn:
- How to communicate the value tax-efficient retirement advice adds.
- Easy ways to identify and prioritize tax inefficiencies in a client’s retirement income strategy.
- How to pinpoint clients with potential tax opportunities.