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Webinar Recap: Your Guide to Tax Planning

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Webinar - Advisor Panel: How to Approach the Client Journey in Your Business - Wednesday, March 10 at 2:00 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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