LIVE WEBINAR

Tax Clarity, Enhanced

Tuesday, June 16 at 11 AM CDT

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 webinar, we’ll walk through the latest enhancements and show how advisors are using the updated experience to improve tax-focused client conversations.

Join Joe Elsasser, CFP for a live walkthrough of the newest Tax Clarity updates and see how enhanced comparison views, improved report explanations, and expanded strategy visibility can help simplify complex planning decisions.

What You’ll Learn

• Upload tax returns to reduce manual data entry
• A live 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 

Register today to see the latest Tax Clarity enhancements in action and learn how these updates can help simplify tax planning conversations with clients. 

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.