Content Provider
Emoney logo

Middle verasage sage
Self-Study CPE
THE FUTURE OF IRS VOLUNTARY DISCLOSURES IN A POST-OVDP WORLD
View Details/Register
INTRODUCTION TO INTUIT PROSERIES: TAX SOFTWARE DEMONSTRATION
View Details/Register
§199A FINAL REGULATIONS FINALLY DROP: CHOICES, CHOICES – WHICH WAY TO GO?
View Details/Register
§199A SMALL BUSINESS DEDUCTION OVERVIEW: STATUTORY FRAMEWORK & PLANNING STRATEGY
View Details/Register
INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
View Details/Register
TAX REFORM: OVERVIEW
View Details/Register
TAX REFORM AND PASS THROUGH ENTITIES §199A: PLANNING FOR PROFESSIONAL PRACTICE
View Details/Register
2019 TAX SEASON CHAOS: DISCLOSURE? DON'T FILE AN UNCERTAIN TAX RETURN WITHOUT IT
View Details/Register
QUALIFIED OPPORTUNITY ZONES: BRAND NEW PROPOSED REGULATIONS ROUND 2
View Details/Register
2020 ANNUAL FEDERAL TAX SEASON UPDATE
View Details/Register
Free cpe webinars
Tax Features & Capabilities in eMoney Advisor's Financial Planning Platform

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
CPE Credits 1.0 hour
CE Credits 0.0 hours
Subject Area Taxes
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
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

Linkedin
Emoney logo

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. 

Additional Materials
Tax Calculations breakdown
Future of CPA practice
eMoney Brochure
Webinar FAQs
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Handout Materials
Presentation Slides
Nasba

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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Emoney logo
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.

Learn More