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Self-Study CPE
EXPATRIATE TAXATION - A DEEPER DIVE
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IRS FORM 1099 REPORTING: REPORTING REQUIREMENTS
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EARNED INCOME TAX CREDIT
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EDUCATION TAX BENEFITS
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EARNED INCOME TAX CREDIT DUE DILIGENCE
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HOME OFFICE DEDUCTION
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TAX CUTS & JOBS ACT: INDIVIDUAL TAX PREPARATION
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TAX TREATMENT OF LIFE INSURANCE PROCEEDS
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SCHEDULE C OF FORM 1040
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BASIC INDIVIDUAL TAXATION
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TAX PROCEDURE
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TAXES IN eMONEY: FINANCIAL PLANNING AFTER THE TAX CUTS AND JOBS ACT
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INTERNATIONAL CROSS BORDER TRANSACTIONS
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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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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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WORKING WITH SCHEDULE C TAXPAYERS WITH INCOMPLETE RECORDS
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INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
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NON-FILERS: A DIFFERENT TYPE OF CIENTELE
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ADVISING A FAMILY AFTER THE DEATH OF A LOVED ONE: TAX & FINANCIAL CONSIDERATIONS
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TAXATION OF US EXPATRIATES: TAX YEAR 2019
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INTERNATIONAL TAX: CONCEPTS IN A GLOBAL SOCIETY
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INTERNATIONAL TAX TREATIES
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UNDERSTANDING PARTNERSHIP TAXATION: DISTRIBUTIONS
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THE MATHEMATICS OF SECURE: WHERE THE TAX LAW AND ECONOMICS COLLIDE
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ESOPS 101: A DETAILED INTRODUCTION OF EMPLOYEE STOCK OWNERSHIP PLANS
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CARES ACT ENFORCEMENT: WHAT CAN WE EXPECT FROM THE IRS?
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TAXPAYER PENALTIES, PROMOTER PENALTIES AND FRAUD REFERRALS
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PUERTO RICO TAX INCENTIVES: HOW TO GET YOUR CLIENTS TO THE 4% TAX BRACKET
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UPDATES FROM IRS CHIEF COUNSEL AND INDEPENDENT OFFICE OF APPEALS
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UPDATES FROM HEAD OF IRS COLLECTION AND THE TAXPAYER ADVOCATE
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IMPACT OF COVID-19 AND THE TAX CUTS AND JOBS ACT ON LIFE INSURANCE PLANNING
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BEST IRA IDEAS IN 2020
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UNDERSTANDING PARTNERSHIP TAXATION: TYPES OF BASIS & CONTRIBUTIONS
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Self study cpe
Taxes in eMoney: Financial Planning After the Tax Cuts and Jobs Act

TAX FEATURES & CAPABILITIES IN EMONEY ADVISOR'S FINANCIAL PLANNING PLATFORM

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, 2020
Date OfferedJan 28, 2020
Series: 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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Handout Materials
Presentation Slides
Additional Materials
Brochure
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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About Our Presenter

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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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