Optimizing Tax Planning with eMoney Advisor

Tis the season! It’s time for tax planning. In this podcast episode, we’re diving into what parts of the application can help you and your Clients in tax planning not just now, but all year long. Sit down with eMoney’s Brett Tharp, CFP®, to learn more.

Please be advised that this podcast contains purely educational information, and nothing discussed may be construed as legal, tax or financial advice. Please consult a financial advisor for any financial investment or money management questions. All views or opinions represented in this podcast are solely the opinion of the speaker, and do not represent those of eMoney Advisor, LLC, or any of its affiliates.