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Self-Study CPE
TAX REFORM AND PASS THROUGH ENTITIES §199A: PLANNING FOR PROFESSIONAL PRACTICE
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2019 TAX SEASON CHAOS: DISCLOSURE? DON'T FILE AN UNCERTAIN TAX RETURN WITHOUT IT
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QUALIFIED OPPORTUNITY ZONES: BRAND NEW PROPOSED REGULATIONS ROUND 2
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2020 ANNUAL FEDERAL TAX SEASON UPDATE
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BLURRING THE LINES: WHEN IS TAX ADVICE SUBJECT TO THE ATTORNEY CLIENT PRIVILEGE?
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NEW YORK STATE'S USE OF THE FALSE CLAIMS ACT AS A TOOL OF TAX ENFORCEMENT
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A PRIMER ON THE EFFECTIVE USE OF EXPERTS IN TAX COURT CASES
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WHAT'S NEW AT LB&I: KEY DEVELOPMENTS AND INITIATIVES
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WHEN IS THE UPDATED VOLUNTARY DISCLOSURE PRACTICE THE BEST CHOICE?
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I WOULD RATHER PAY LESS PLEASE: HOW TO MAKE EFFECTIVE OFFERS IN COMPROMISE
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PRESERVING YOUR CHALLENGES UNDER THE ADMINISTRATIVE PROCEDURES ACT
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DOES ANYBODY RESIDE HERE? REPRESENTING TAXPAYERS IN NYS RESIDENCY AUDITS
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TAX COMPLIANCE AND ENFORCEMENT UPDATE PART I
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OVERBROAD INFORMATION DOCUMENT REQUESTS AND DEMANDS TO INTERVIEW THE TAXPAYER
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UNDERSTANDING THE SCOPE OF PRIVILEGES IN CROSS-BORDER AUDITS AND INVESTIGATIONS
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OUT OF TIME, OUT OF LUCK? HOW TO REQUEST RELIEF FOR A LATE OR MISSED ELECTION
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AREAS OF CONTROVERSY UNDER THE TCJA
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LITIGATING FOREIGN ASSET REPORTING TAX PENALTIES: THE CONTROVERSIES CONTINUE
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TAX COMPLIANCE AND ENFORCEMENT UPDATE PART II
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KEYNOTE ADDRESS: OFFICE OF THE TAXPAYER ADVOCATE - 20 YEARS LATER
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WHY DO I OWE TAX WHEN IT'S NOT MY MONEY? WITHHOLDING PAYMENTS TO FOREIGN PERSONS
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KEYNOTE ADDRESS: STATE OF THE IRS - PRESENTED BY IRS COMMISSIONER CHARLES RETTIG
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FOREIGN NATIONAL TAXATION - A DEEPER DIVE
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EXPATRIATE TAXATION - A DEEPER DIVE
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IRS FORM 1099 REPORTING: REPORTING REQUIREMENTS
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ESOPS 101: A DETAILED INTRODUCTION OF EMPLOYEE STOCK OWNERSHIP PLANS
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FORM 1041: UNIQUE ASPECTS TO TAX ACCOUNTING FOR TRUSTS AND ESTATES
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MISCLASSIFICATION OF WORKERS: THE BATTLE BETWEEN 1099 VS W-2
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TAXATION OF IRAs AT DEATH
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ESTATE PLANNING STRATEGIES FOR MEDIUM AND HIGH NET WORTH CLIENTS POST TCJA
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1099: BEYOND THE BASICS
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AFFORDABLE CARE ACT: INDIVIDUAL RIGHTS & RESPONSIBILITIES
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EARNED INCOME TAX CREDIT
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AFFORDABLE CARE ACT: EMPLOYER RIGHTS & RESPONSIBILITIES
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EARNED INCOME TAX CREDIT DUE DILIGENCE
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EDUCATION TAX BENEFITS
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PUERTO RICO TAX INCENTIVES: HOW TO GET YOUR CLIENTS TO THE 4% TAX BRACKET
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HOME OFFICE DEDUCTION
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TAX CUTS & JOBS ACT: INDIVIDUAL TAX PREPARATION
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THE SECTION §199A PASS-THROUGH DEDUCTION
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TAX TREATMENT OF LIFE INSURANCE PROCEEDS
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BASIC INDIVIDUAL TAXATION
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SCHEDULE C OF FORM 1040
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TAX PROCEDURE
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TAX FEATURES & CAPABILITIES IN EMONEY ADVISOR'S FINANCIAL PLANNING PLATFORM
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INTERNATIONAL CROSS BORDER TRANSACTIONS
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IS ESTATE PLANNING DEAD FOR THOSE WHO ARE NOT SUBJECT TO THE ESTATE TAX?
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INTERNATIONAL TAX TREATIES
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§1031 LIKE-KIND EXCHANGES
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EXPLORING THE CPA'S EXPANDING ROLE IN A CLIENT'S TAX AND FINANCIAL PLANNING
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INTERNATIONAL TAX: CONCEPTS IN A GLOBAL SOCIETY
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TAX EFFICIENT CHARITABLE GIVING STRATEGIES
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INTRODUCTION TO INTUIT PROSERIES: TAX SOFTWARE DEMONSTRATION
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1099-MISC: BOX BY BOX
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MANAGING COMPLEX IRS AUDITS OF MIDSIZE BUSINESS TAXPAYERS - EXPANDED
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TAXATION OF US EXPATRIATES: TAX YEAR 2019
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WORKING WITH SCHEDULE C TAXPAYERS WITH INCOMPLETE RECORDS
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INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
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THE IMPACT OF THE TAX CUTS & JOBS ACT ON LIFE INSURANCE PLANNING
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Self study cpe
Taxes in eMoney: Financial Planning After the Tax Cuts and Jobs Act

TAXES IN EMONEY: FINANCIAL PLANNING AFTER THE TAX CUTS AND JOBS ACT

CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits1.0 hour
CE Credits 0.0 hours
Subject Area Taxes
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateJan 28, 2019
Date OfferedJan 28, 2019
Course Description

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:


  • 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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Handout Materials
Presentation Slides
Review Questions
Review Questions
QUESTION 1: 00:19:00 minutes
QUESTION 2: 00:37:00 minutes
QUESTION 3: 00:50:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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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.

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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. 

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NASBA Approved

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.

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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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