Covisum

01/23/2026

Lorie Konish of CNBC recently discussed the temporary $6,000 senior deduction (up to $12,000 for married couples) available for tax years 2025–2028, which may create new planning considerations for clients 65 and older. The article includes insights from Joe Elsasser, CFP® and President of Covisum, who encourages advisors to view it as a four-year additional deduction that can influence broader income decisions, not just Social Security.

Full article:

The "big beautiful" tax law lets older American couples potentially take up to $12,000 per year off their taxable income for four years.

12/31/2025

As the new year begins, we want to thank the advisors who trust Covisum to support their planning work. Helping clients understand their options and move forward with confidence is what meaningful planning is all about. We’re grateful to be part of that journey with you.

Covisum will be closed January 1-2 and will reopen Monday, January 5 at 7:30 a.m. Central. Our online Help Center is always available if you need support along the way:
https://hubs.la/Q03Yl2C10

12/24/2025

From all of us at Covisum, we wish you and your family a warm and joyful holiday season.

Our office will be closed December 25-26 and will reopen Monday, December 29 at 7:30 a.m. Central. As always, our online Help Center is available anytime to help you deliver clarity and confidence to your clients. https://hubs.la/Q03YlcSw0

11/26/2025

We are incredibly thankful for the retirement income planners we serve. To give our team time to enjoy the Thanksgiving holiday with their families, our office will be closed on November 27 & 28.

In the meantime, you can access our Help Center here: https://hubs.la/Q03T-r660

Wishing you a warm, relaxing, and gratitude-filled holiday weekend!

11/18/2025

Retirement income planners who integrate Social Security and tax planning create more confident conversations.

That’s why we offer Covisum Essentials, a streamlined subscription that includes Social Security Timing® and Tax Clarity® in one powerful package.

✅ Upload client tax returns and Social Security XMLs directly.
✅ Automate data entry and save time.
✅ Deliver clearer, more confident advice.

Start your 10-day free trial and see how integrated planning changes everything.
Learn More: https://hubs.la/Q03TLCvK0

09/01/2025

We’re closed today in observance of Labor Day.

We’re especially grateful for our dedicated team who powers the software that helps advisors grow their practices and guide clients toward smarter retirement decisions.

While our office is closed, you can still find answers to common questions anytime in our Help Center: https://hubs.la/Q03DRHQr0

We’ll be back tomorrow at 7:30 AM CT, ready to support you. Wishing you a safe and enjoyable holiday!

07/10/2025

The One Big Beautiful Bill Act of 2025 is now law—bringing sweeping tax changes, new deductions, and key expirations of TCJA provisions that will impact your clients’ retirement and tax planning strategies.

We’ve broken down the most important updates—and what they mean for your practice—in our latest blog. Plus, learn how we’re updating Tax Clarity® and Income InSight® to keep you ahead of the curve.

👉 Read the blog: https://hubs.la/Q03wKxkJ0

Stay confident. Stay proactive. Be the advisor your clients rely on.

07/04/2025

Our team is out of the office today, but you can still find answers to common questions anytime in our Help Center. We'll be back and ready to assist you on Monday, July 7th at 7:30 AM Central. Wishing you a safe and enjoyable Independence Day! https://hubs.la/Q03nYhbF0

06/16/2025

Could your next client meeting reveal six figures in retirement value? With the right tools, it just might.

In this live webinar, Joe Elsasser, CFP®, will unveil the redesigned Social Security Timing® and Tax Clarity® tools—built to help financial advisors deliver smarter retirement strategies. Discover how the latest updates make it even easier to:

🔹 Break down complex strategies with clear visuals
🔹 Drive more impactful client conversations
🔹 Spot inefficiencies and uncover savings
🔹 Guide confident, data-backed retirement decisions

Whether you're a current user or new to Covisum, this webinar is your chance to level up your planning approach.

🖥️ Sneak Peek: Major Updates Coming Soon
⏰ Wednesday, June 18 | 11 AM CT
👉 Save your seat today: https://hubs.la/Q03rRCf30

06/05/2025

Join Joe Elsasser, CFP®, founder of Covisum, for a special sneak peek of the newly enhanced Social Security Timing® and Tax Clarity® tools—built to make your client conversations more seamless and impactful.

In this exclusive session, Joe will show you how to:
✅ How to optimize Social Security claiming strategies to increase your clients’ retirement value, potentially by $100K or more.
✅ How to clearly visualize tax-saving opportunities using Tax Clarity®.
✅ Techniques to identify and explain sub-optimal tax scenarios and propose more efficient withdrawal strategies.
✅ New features and navigation for both software tools.

Whether you’re a current user or exploring planning software for the first time, this session will give you the edge in your client conversations.

👉 Register Here: https://hubs.la/Q03qqsJj0

05/26/2025

Our office is closed for Memorial Day. We'll return tomorrow, Tuesday, May 27th at 7:30am Central. In the meantime, you can find answers to frequently asked questions in our online Help Center 24/7, https://hubs.la/Q03nXFxz0.

05/22/2025

Covisum Conversations, a new quarterly webinar series designed to help you grow your retirement income planning practice, kicked off earlier this month.

Covisum Founder Joe Elsasser talked with Paul Dyer, who played a key role in helping one of our top advisors successfully integrate tax preparation into their retirement income practice. The result? New revenue opportunities and stronger client relationships.

Could tax prep be the next growth lever for your firm?

Watch the recording now and see how it’s done: https://hubs.la/Q03nLyzl0