On Demand

2024 Tax Legislation Insights, Proposals, and eMoney Analysis

Watch now for an in-depth look at recent tax law updates for 2024. We cover how the current tax laws including contribution limits, retirement savings changes, and the expiration of the Tax Cuts and Jobs Act (TCJA) will affect client planning. We’ll also delve into the eMoney platform to demonstrate its tax planning functionality.

Areas of focus in this on-demand webinar include:

Current tax rules for 2024
Proposed and upcoming tax legislation
The application of these rules for financial planning using eMoney

*CFP Credits not applicable for viewing the recording

Speakers

Michelle Riiska, ChFC®

Financial Planning Product & Research Consultant

eMoney Advisor

Zac Gates

Training Specialist, Client Training

eMoney

Areas of focus in this on-demand webinar include:

Current tax rules for 2024
Proposed and upcoming tax legislation
The application of these rules for financial planning using eMoney

*CFP Credits not applicable for viewing the recording

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About eMoney

eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6.3 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.