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Tax Features & Capabilities in eMoney Advisor's Financial Planning Platform


This course was previously titled: Taxes in eMoney: Financial Planning After the Tax Cuts and Jobs Act
Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 28, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Series: Tax Reform, Taxes
Course Description

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.
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

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Brandon Heid has been a member of the Financial Planning Group since the Spring of 2017 after coming on board with eMoney in August of 2016.  He works closely with both the Sales and Training departments in assisting our users and prospects.  In addition to this he helps coordinate eMoney’s University Program.  Prior to eMoney he spent time at TD Ameritrade both on the institutional and retail side in roles spanning across the business development spectrum.  Here he worked with clients one-on-one in understanding and solving their financial needs.  He is a native of San Diego and enjoys being outside at the beach for a surf or some volleyball. 

About Our Presenter

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eMoney provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney's solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 70,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 4 million households throughout the U.S.

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