Category: Taxation and Tariffs

Alliance of Comprehensive Planners and the Kinder Institute of Life Planning Announce Sept. 27 Webcast Date
Press Release Sep 19, 2018
Alliance of Comprehensive Planners and the Kinder Institute of Life Planning Announce Sept. 27 Webcast Date

'Father of life planning' George Kinder will share insights and advice on how financial planners can help clients live their best lives
Alliance of Comprehensive Planners Announces 2018 Tax-Focused Case Study Competition for College Students
Press Release Jul 6, 2018
Alliance of Comprehensive Planners Announces 2018 Tax-Focused Case Study Competition for College Students

Winner will receive free registration to ACP's 2018 Annual Conference, plus airfare and accommodations at Miami Marriott Biscayne Bay
New Covisum White Paper Addresses How Advisors Can and Should Talk Taxes With Clients
Press Release Feb 5, 2018
New Covisum White Paper Addresses How Advisors Can and Should Talk Taxes With Clients

Available for attendees at T3 Advisor Conference: The Elephant and The Snowball white paper helps advisors distinguish taxable income
Covisum Provides New Resources to Help Financial Advisors Navigate the Tax Cuts and Jobs Act
Press Release Jan 24, 2018
Covisum Provides New Resources to Help Financial Advisors Navigate the Tax Cuts and Jobs Act

Webinar to tackle what advisors need to know for 2018 and how to identify opportunities from changes in the tax law.

Covisum Updates Tax Clarity Software to Reflect Tax Cuts and Jobs Act Changes
Press Release Jan 11, 2018
Covisum Updates Tax Clarity Software to Reflect Tax Cuts and Jobs Act Changes

Advisors can now answer clients' biggest question in the New Year: "How will the new tax bill affect me?"