Covisum Provides New Resources to Help Financial Advisors Navigate the Tax Cuts and Jobs Act

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.

​Changes to brackets, rates and deductions have financial advisors and their clients quickly looking for resources on how to best navigate the sweeping Tax Cuts and Jobs Act legislation. Today, Covisum, the developer of SmartRisk™, Social Security Timing® and Tax Clarity™ software solutions for financial advisors, announced a free webinar to tackle what advisors need to know for 2018 and how to identify opportunities from changes in the tax law. Covisum President Joe Elsasser, CFP®, RHU®, REBC® and Dave Cechanowicz, JD, MSFS, AIF® AEP, a senior financial planner with REDW Stanley will headline the panel.

“Its been 30 years since there have been significant changes to the tax laws in the U.S., so for many advisors, this is the first time they are facing some incredibly tough questions from their clients on the subject,” said Elsasser. “Our goals are simple, we want to help advisors strengthen their value to clients by showing ways to make smart decisions.”

During the one-hour webinar on January 30, 2018, the presenters will address a variety of questions including:

Its been 30 years since there have been significant changes to the tax laws in the U.S., so for many advisors, this is the first time they are facing some incredibly tough questions from their clients on the subject. Our goals are simple, we want to help advisors strengthen their value to clients by showing ways to make smart decsions.

Joe Elsasser, President , Covisum

·      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? 

Covisum recently announced the roll out of more than a dozen changes to its Tax ClarityTM software. With these changes, advisors can now confidently perform tax simulations for 2017 and 2018, showing their clients comparison reports based on various tax strategies and scenario planning.

Tax Clarity is available to financial services professionals for $49.99/month or $500 for an annual subscription. Covisum products power many industry-leading applications for financial institutions. Professionals interested in a demonstration of any of Covisum’s suite of tools – SmartRisk™, Social Security Timing® and Tax Clarity™ – can email sales@covisum.com.

The “Tax Law 2018: What Advisors Need to Know” webinar will be hosted on Tuesday, January 30 at 11 a.m. CST. Advisors can register online.

ABOUT COVISUM

 Covisum provides financial advisors with software, training and support to deliver retirement income plans that improve the lives of clients by facilitating better decisions. As the name represents — “co” means joint or shared, and “visum” means vision — Covisum helps advisors and their clients create a shared vision of the future. For more information, visit www.covisum.com.

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MEDIA CONTACT:
Jessica Taylor Shores
Impact Communications
913-649-5009
jessicashores@impactcommunications.org

Source: Covisum