Tax Law 2018: What Advisors Need to Know

On-Demand Webinar 

Learn how to capitalize on opportunities from the change in the tax law. Hear from Joe Elsasser, CFP®, RHU®, REBC® and President of Covisum and Dave Cechanowicz, JD, MSFS, AIF® AEP and Senior Financial Planner with REDW Wealth as they answer these questions and more:

  • What are the significant changes to tax brackets and tax rates? And how will the changes affect your mass-affluent clients?
  • Given changes to standard deductions and the elimination of personal exemptions, how should you decide which accounts to harvest from and when?
  • What impact will the deduction for pass-through income have on your clients?
  • Learn all of this and more during this live webinar.