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Webinar Recap: Your Guide to Tax Planning

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In this session, we took an in-depth look at how eMoney handles taxes. We also reviewed how to set up your clients’ taxes accurately in the platform and showed which reports you can utilize to verify your work and share with clients.

 

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Looking for more training opportunities?

Check out how you can register for our upcoming Master Series webinars, earn Continuing Education (CE) credits by attending our monthly on-demand CE webinars or our virtual live training workshops. View all your February Training Opportunities here.


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