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Self-Study CPE
TAX LAW CHANGES: WHAT YOU NEED TO KNOW
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EXPATRIATE TAXATION - A DEEPER DIVE
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FOREIGN NATIONAL TAXATION - A DEEPER DIVE
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2018 TAX UPDATE: SO MUCH MORE NEW THAN MEETS THE EYE - WHAT LURKS BENEATH?
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PAYROLL TAX TRAIN WRECK: RESOLVING YOUR CLIENT'S PAYROLL TAX NIGHTMARE!
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TAX PREPARERS' PRAYERS ANSWERED: TAX ISSUES FOR THE CLERGY
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THE 2017 JOBS ACTS AND TAX CUTS - NEW TAX LAW UPDATE
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FEDERAL INCOME TAX CHANGES - 2018
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REDUCE EMPLOYMENT TAX EXPOSURE AND AVOID PENALTIES AND DISASTERS
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Free cpe webinars
Taxes in eMoney: Financial Planning After the Tax Cuts and Jobs Act

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

Available Date(s)
Thursday, January 17, 2019: 3:00PM EST
Monday, January 28, 2019: 3:30PM EST

Cost Free   CPE Credits 1.0 hour   Subject Area Taxes  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CPA - small firm
CPA - medium firm
CPA - large firm
Other 
Series: Tax Reform, Taxes 
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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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.

Handout Materials
Presentation Slides
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.

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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.

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

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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