Take an in-depth look at how taxes are handled in eMoney Advisor, a leading wealth management technology platform.  Learn about eMoney’s tax capabilities and discover new ways to customize your tax options and create compelling simulations. This course specifically highlights taxation within the eMoney financial planning platform.
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Course Objectives:

• Review the assumptions that will affect your client’s projections


• Learn best practices on entering the facts to achieve your desired results


• Go through a detailed breakdown of Tax Events Ledger and Income Tax Reports


• Discover how to deploy and accurately account for income tax strategies


• Avoid common troubleshooting errors and review some helpful resources to assist you in putting your client’s plans together