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Self-Study CPE
EFFECTIVE REPRESENTATION TO ADDRESS ENFORCED COLLECTION ACTIVITY FROM THE IRS
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TAX TREATMENT OF SICKNESS & INJURY PLANS
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EARNED INCOME TAX CREDIT
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TAX TREATMENT OF RETIREMENT PLANS, PENSIONS AND ANNUITIES
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HOME OFFICE DEDUCTION
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EDUCATION TAX BENEFITS
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TAX TREATMENT OF INDIVIDUAL RETIREMENT ARRANGEMENTS
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AFFORDABLE CARE ACT: INDIVIDUAL RIGHTS & RESPONSIBILITIES
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ESOPS 101: A DETAILED INTRODUCTION OF EMPLOYEE STOCK OWNERSHIP PLANS
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INDEPENDENT CONTRACTOR DILEMMA: 1099 VERSUS W-2
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1099 HEADACHES
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EARNED INCOME TAX CREDIT DUE DILIGENCE
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TAX TREATMENT OF LIFE INSURANCE PROCEEDS
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AFFORDABLE CARE ACT: EMPLOYER RIGHTS & RESPONSIBILITIES
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THE FUTURE OF IRS VOLUNTARY DISCLOSURES IN A POST-OVDP WORLD
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PUERTO RICO ACT 20/ACT 22 – THE UNBELIEVABLE NEW TAX STRATEGY
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INTRODUCTION TO INTUIT PROSERIES: TAX SOFTWARE DEMONSTRATION
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TAX CUTS & JOBS ACT: INDIVIDUAL TAX PREPARATION
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§199A FINAL REGULATIONS FINALLY DROP: CHOICES, CHOICES – WHICH WAY TO GO?
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§199A SMALL BUSINESS DEDUCTION OVERVIEW: STATUTORY FRAMEWORK & PLANNING STRATEGY
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THE SECTION §199A PASS-THROUGH DEDUCTION
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INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
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TAX REFORM: OVERVIEW
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INTERNATIONAL TAX: CONCEPTS IN A GLOBAL SOCIETY
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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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WHAT CPAS AND FINANCIAL PLANNERS SHOULD KNOW ABOUT TRUSTS AND ESTATES
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IRS FORM 1099 REPORTING: REPORTING REQUIREMENTS
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KEYNOTE ADDRESS: OFFICE OF THE TAXPAYER ADVOCATE - 20 YEARS LATER
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A PRIMER ON THE EFFECTIVE USE OF EXPERTS IN TAX COURT CASES
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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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NEW YORK STATE’S USE OF THE FALSE CLAIMS ACT AS A TOOL OF TAX ENFORCEMENT
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BLURRING THE LINES: WHEN IS TAX ADVICE SUBJECT TO THE ATTORNEY CLIENT PRIVILEGE?
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LITIGATING FOREIGN ASSET REPORTING TAX PENALTIES: THE CONTROVERSIES CONTINUE
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PRESERVING YOUR CHALLENGES UNDER THE ADMINISTRATIVE PROCEDURES ACT
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TAX COMPLIANCE AND ENFORCEMENT UPDATE PART II
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UNDERSTANDING THE SCOPE OF PRIVILEGES IN CROSS-BORDER AUDITS AND INVESTIGATIONS
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WHY DO I OWE TAX WHEN IT’S NOT MY MONEY? WITHHOLDING PAYMENTS TO FOREIGN PERSONS
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DOES ANYBODY RESIDE HERE? REPRESENTING TAXPAYERS IN NYS RESIDENCY AUDITS
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OVERBROAD INFORMATION DOCUMENT REQUESTS AND DEMANDS TO INTERVIEW THE TAXPAYER
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TAX COMPLIANCE AND ENFORCEMENT UPDATE PART I
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WHAT’S NEW AT LB&I: KEY DEVELOPMENTS AND INITIATIVES
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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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KEYNOTE ADDRESS: STATE OF THE IRS - PRESENTED BY IRS COMMISSIONER CHARLES RETTIG
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THE IMPACT OF THE TAX CUTS & JOBS ACT ON LIFE INSURANCE PLANNING
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TAXATION OF IRAs AT DEATH
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FORM 1041: UNIQUE ASPECTS TO TAX ACCOUNTING FOR TRUSTS AND ESTATES
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REASONABLE COMPENSATION FOR SHAREHOLDER-EMPLOYEES OF S-CORPS
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MANAGING COMPLEX IRS AUDITS OF MIDSIZE BUSINESS TAXPAYERS - EXPANDED
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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
CPE1.0
Subject AreaTaxes
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateMar 13, 2019
Date OfferedMar 13, 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 is member of eMoney’s Financial Planning Group.  Joined the company in 2016.  Prior to eMoney he spent time at TD Ameritrade both on the institutional and retail side. Past experience in business development and sales.  Born and raised in San Diego and enjoys the nice weather.

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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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About Our Presenter

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eMoney Advisor, LLC (“eMoney”) is the leading provider of scalable wealth management solutions for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney’s technologies and services enable financial professionals to build stronger client relationships, streamline business operations, and drive revenue and growth. With more than 600 passionate, innovative, and dedicated employees in three locations—including its headquarters in Radnor, Pa.—eMoney is transforming the wealth management experience for 50,000 financial professionals and 2.1 million end-clients nationwide.

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