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Webinar Recap: Your Guide to Tax Planning

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Webinar: Recognize and Capitalize on Your Firm’s Crucial Growth Opportunities on Thursday, September 30 from 2:00 - 3:00 p.m. ET

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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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