Take an in-depth look at how taxes are handled in eMoney, including new features added for the Tax Cuts and Jobs Act, 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:
Self-Study Course Instructions: FOR DOCUMENT-BASED COURSES Download the course document(s) (below) and follow prompts contained in the document. FOR RECORDED COURSES WITH VIDEO Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable. |
eMoney Advisor
Live Training Specialist
cbeaver@emoneyadvisor.com
Chris Beaver serves on the Live Training Team for eMoney Advisor which is responsible for facilitating training workshops for our users around the country. Chris has been at eMoney for 3 years serving our customer in various ways through the Client Engagement department. Prior to becoming a Live Trainer Chris worked as both a Client Support Specialist and Success Coach. In that time, he assisted new and existing Advisors using the emX tool to help make their time more effective on a day to day basis. He graduated from Saint Joseph’s University in Philadelphia, Pa with a Bachelor’s of Science in Business Intelligence and Analytics.
eMoney Advisor
Financial Analyst
bheid@emoneyadvisor.com
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.
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222