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

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 trouble shooting errors and review some helpful resources to assist you in putting your client’s plans together
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Spotlight

Michael Leithead, Senior Portfolio Manager of the New Capital Wealthy Nations Bond Fund discusses smart strategies for fixed income investing.


OTHER ON-DEMAND WEBINARS

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