How to approach ‘A Fine Mess’ of a tax code before Trump reform

Following the failed attempt to repeal and replace the Affordable Care Act, President Trump signaled that his next big effort would be to reform the tax code. But a few weeks later, he said an overhaul of the tax code would be pushed back so another attempt to repeal Obamacare would be a priority. When Read more about How to approach ‘A Fine Mess’ of a tax code before Trump reform[…]

Behind the scenes at The Arrow Group meeting in Omaha

Financial advisors from all over the country rallied in Omaha, Nebraska, April 4 and 5 at the Embassy Suites by Hilton Omaha Downtown Old Market. Joe Elsasser, president of Covisum, started the event with exciting updates from Covisum. In the first session, members broke into accountability groups for a team-building activity featuring the Johari Window. Read more about Behind the scenes at The Arrow Group meeting in Omaha[…]

Will adjusted gross income continue to be important in a Trump tax world?

President Trump plans to provide tax relief for middle class Americans and simplify the tax code. How could this new tax plan, outlined in his “Tax Reform That Will Make America Great Again,” impact financial advisors? What could it mean for your clients? Let’s start with this example. What if there was no tax reform? Read more about Will adjusted gross income continue to be important in a Trump tax world?[…]

Calculator figures how much social security benefit is taxable

Are you able to explain to this growing clientele how their benefits are taxed? Our calculator helps. The proportion of beneficiaries who must pay income tax on their Social Security benefits has risen over time and will continue to grow. With more people impacted by these taxes, it’s important that you’re able to explain how Read more about Calculator figures how much social security benefit is taxable[…]

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