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Watch the Webinar Recording

Tax Clarity: Enhanced

Tax Clarity continues to evolve, making it easier for advisors to compare strategies, communicate recommendations, and deliver clearer tax planning insights within the Covisum Suite platform.

In this on-demand webinar, Joe Elsasser, CFP®, walks through the latest Tax Clarity enhancements and shows how advisors are using the updated experience to improve tax-focused client conversations.

What You’ll Learn

    • A walkthrough of the latest Tax Clarity enhancements in Covisum Suite
    • How side-by-side comparisons help advisors evaluate tax strategies more efficiently
    • How Tax Map comparison views improve visibility directly within report output
    • How clearer, client-friendly explanations help communicate recommendations with confidence
    • How additional IRA withdrawal and Roth conversion segments are now displayed and interpreted
    • Best practices for modeling more complex tax strategies as separate scenarios

Complete the form to access the Tax Clarity: Enhanced webinar recording. 

 

 

Covisum® provides software and education for financial professionals. Not intended for the general public. Social Security Administration and U.S. government are not affiliated with Covisum. 

TUES. 6-16

 
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