On Demand

Driving Tax Alpha Through eMoney

Tax-aware financial planning can have a significant impact on client outcomes. In this session, we will explore strategies for achieving tax alpha by leveraging advanced tax modeling capabilities in eMoney. Through two detailed case studies, we will demonstrate how to model complex tax scenarios and evaluate potential outcomes. We will also discuss new considerations introduced by recent legislation, highlighting practical applications for integrating tax planning into client recommendations.

*CFP Credits not applicable for viewing the recording

Speakers

Joe Buhrmann, MBA, CFP®, CLU®, ChFC®

Advisory Financial Planning Practice Management Consultant

eMoney

Zac Gates, ChFC®

Senior Training Specialist

eMoney

Michelle Riiska, ChFC®

Senior Financial Planning Product and Research Consultant

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.