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TAX CLARITY®
SHOW CLIENTS A TAX-EFFICIENT RETIREMENT
Tax Clarity provides a unique visual that helps clients understand the value you
provide.
HIGHLIGHT THE RETIREMENT TAX LANDSCAPE
Tax Clarity allows you to quickly identify sub-optimal tax situations and show
clients how to make retirement decisions in the most tax-efficient way.
Calculate your client's effective marginal tax rate and identify dangerous
points where just one additional dollar of income can push clients into much
higher effective marginal tax rates.
Get your free trial now!
TAX CLARITY KEY FEATURES
Marketing Materials
Access to professionally created marketing materials: strategy, emails, videos,
presentation deck with script, and graphics
Access to Expert Support & Customer Success
Unlimited free access to our live expert support team who can help make the most
of your subscription.
Unique Tax Map
Identify tax opportunities. Determine which account to draw from, and when, and
find key opportunities for converting to a Roth.
Self-Employment Tax Feature
Calculate the impact of paying both the employee and the employer's share of
Social Security and Medicare taxes for self-employed clients.
Pass-Through Tax Feature
Demonstrate the impact of the deduction for pass-through income and the
phase-out of the deduction under the 2017 Tax Cuts and Jobs Act.
Saver’s Credit Feature
The Saver's Credit has become more important following the passage of the SECURE
Act. Demonstrate the impact the Saver's Credit can have on a client’s retirement
plan
Create Multiple Scenarios
Look at the tax landscape for any given year without creating a new case.
Compare different withdrawal strategies on-screen and save and communicate the
results with your clients.
Side-by-Side Comparison
Compare alternate tax distribution strategies.
Deep Integration with Income InSight
Seamlessly navigate from multi-year Tax Maps in Income InSight into Tax Clarity
for deeper Tax Map analysis of any given year.
CPA Referral Letter
Created by advisors, for advisors, use our CPA referral letter template to build
better relationships.
Quick & easy data entry
Printable PDF report
Download The Elephant and the Snowball: How Advisors Can, and Should, Talk Taxes
With Clients
WATCH A DEMONSTRATION
Use Tax Clarity during every annual client review meeting to look at the tax
landscape for any given year without creating a new case. Easily show the tax
impact of different plan decisions. Compare different withdrawal strategies
on-screen and save and communicate the results with your clients.
SHOW CLIENTS A TAX-EFFICIENT RETIREMENT
TAX CLARITY®
$79.99 per month/per advisor
JOIN THOUSANDS OF USERS WHO TRUST COVISUM.
Subscribe Now
PRICING FAQS
CAN I TAKE A TRIAL OF TAX CLARITY?
Yes! You can try Tax Clarity for free for 10 days with no obligation. No credit
card required.
DO YOU HAVE A DEMO VIDEO OF TAX CLARITY?
Yes, we do. Learn how to use Tax Clarity in your financial planning practice by
watching this recorded demonstration.
DO YOU HAVE A GUIDED PRODUCT WALKTHROUGH?
Yes! View our product tour to get a detailed walkthrough of some of Tax
Clarity's key features.
CAN SOMEONE DEMONSTRATE TAX CLARITY FOR ME?
A member of our customer success team would be happy to demo Tax Clarity for
you. Choose the time and date that works best for you. Click here to schedule a
live demo.
CAN I SUBSCRIBE MONTHLY OR ANNUALLY?
Choose the subscription that's right for you at $79.99/per month or $899/per
year.
CAN MORE THAN ONE ADVISOR USE ONE SUBSCRIPTION TO TAX CLARITY?
Your Tax Clarity subscription is intended for the sole use of one user, as
outlined in our End User License Agreement (EULA). If you plan on utilizing our
tools for multiple users, please reach out to sales@covisum.com for pricing.
IS THERE AN ENTERPRISE VERSION OF TAX CLARITY?
Yes. Covisum powers some of the largest financial institutions in the United
States. Contact sales for more information about our enterprise solutions.
CAN I SEE YOUR DATA SECURITY STATEMENT?
Our data security statement is designed to answer the most common questions
Covisum is asked in a vendor due diligence review and to provide supporting
documentation for your file. Click here to access our data security statement.
YOUR COVISUM EXPERIENCE
TRY
Try Tax Clarity for free for 10 days with no obligation. No credit card
required. Your 10-day free trial is designed to get you up and running with Tax
Clarity.
BUY
Subscribe and unlock additional features and branding capabilities. Gain access
to marketing materials. No contract required.
GROW
Helping you grow is why we’re in business. That’s why we provide practice
management and marketing resources that align with your subscription.
“Tax Clarity has hit a home run for me.”
Ruth
CFP®
"Covisum® has developed state-of-the-art software, including Tax Clarity®, to
better assist your client's retirement needs. They bring a very high level of
value to my firm."
Tax Clarity subscriber
"Covisum’s tools have helped my firm with what can sometimes seem like a
daunting task: providing a clear financial picture to clients and what various
decisions mean to their investment portfolio, tax situation, and overall
retirement income projections. Simply put, these tools are important
conversation starters that can support the dialog every advisor should be having
with their clients. "
David
Senior Financial Planner
“Very good tool to inspire and motivate prospects to take the next step towards
becoming clients.”
Brent
CFP®, CRPS®, ChFC®, CLU®, AIF®
“Helps me present a transparent plan to clients.”
Gilberto
Financial Planner
“Tax Clarity has hit a home run for me.”
Ruth
CFP®
"Covisum® has developed state-of-the-art software, including Tax Clarity®, to
better assist your client's retirement needs. They bring a very high level of
value to my firm."
Tax Clarity subscriber
"Covisum’s tools have helped my firm with what can sometimes seem like a
daunting task: providing a clear financial picture to clients and what various
decisions mean to their investment portfolio, tax situation, and overall
retirement income projections. Simply put, these tools are important
conversation starters that can support the dialog every advisor should be having
with their clients. "
David
Senior Financial Planner
“Very good tool to inspire and motivate prospects to take the next step towards
becoming clients.”
Brent
CFP®, CRPS®, ChFC®, CLU®, AIF®
“Helps me present a transparent plan to clients.”
Gilberto
Financial Planner
“Tax Clarity has hit a home run for me.”
Ruth
CFP®
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STREAMLINE YOUR FINANCIAL PLANNING PRACTICE
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TAX CLARITY FAQS
WHAT IS TAX CLARITY?
Tax Clarity is a type of tax optimization software that allows financial
advisors to identify sub-optimal tax situations, demonstrating to clients how to
make the most effective and tax-friendly retirement decisions. By utilizing
different scenarios, Tax Clarity can calculate the impact of current year Roth
conversions or the harvesting of capital gains, predicting how those decisions
will hit the return in terms of tax consequences and the effective marginal tax
rate.
WHAT UNIQUE FEATURES DOES TAX CLARITY OFFER?
Tax Clarity allows financial advisors to conduct annual tax assessments based on
factual tax data inputs, utilize comparative scenario analysis, and identify
marginal tax rates and Medicare thresholds. A self-employment tax feature
calculates the impact of paying both the employee and the employer's share of
Social Security and Medicare taxes for self-employed clients. A pass-through tax
feature demonstrates the impact of the deduction for pass-through income and the
phase-out of the deduction under the 2017 Tax Cuts and Jobs Act, and a saver’s
credit feature showcases the impact that the saver's credit may have on a
client’s retirement income plan.
HOW IS THE EFFECTIVE MARGINAL RATE DEFINED?
The effective marginal tax rate is the tax rate on the next dollar of income. It
is influenced by individual circumstances including types of income, capital
gains, benefit distributions, overall deductions, and more. It is often higher
than the tax rate suggested by ordinary tax brackets.
WHAT IS THE DIFFERENCE BETWEEN MARGINAL AND EFFECTIVE TAX RATES?
Tax planning software can help determine a client’s effective tax rate and
marginal tax rate. Effective tax rate refers to an individual’s average tax
rate, or the percentage of their total yearly income that’s taxed. Marginal tax
rate is the total amount of taxes that are added to any additional levels of
income.
HOW ARE SOCIAL SECURITY BENEFIT TAXES CALCULATED?
Many financial planning software programs assume that 85% of Social Security
benefits will be taxed once the minimum income threshold is met, but that isn't
always the case. The rate is variable depending on many factors. Tax Clarity can
assist with these calculations to ensure your clients are prepared for their tax
rates.
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