CPE & Event Catalog

Payroll management. Accounting for payroll. Accounting for stock-based compensation.

Estate planning. Estate and gift taxes. Plans, devices and techniques.

Estate planning. Annual gift tax exclusion. Family documents.

Estate planning. Estate and gift taxes. Wills and probate. Trusts. Post-mortem planning and tax return requirements.

Estate planning. Estate and gift taxes. Wills and probate. Trusts. Entities and title. Lifetime, annuities and buy-sell agreements. Special business issues. Estate freeze rules. Elderly and disabled planning. Post-mortem planning and tax return requirements.

Estate planning with business issues. Qualified terminable interest property trust. Special business issues.

Estate tools and trusts.

ASU definition. Where to find ASUs. What's included in ASUs. Main provisions and how they differ from current U. S. GAAP. Transition requirements. FASB technical agenda, and more.

S corp general taxation. Preparing form 2553. Fixing S-elections. Stock basis ordering rules. S corporation health insurance.

Advanced strategies for managing IRS audits and appeals.

What to look for in Excel 2024. How to take advantage of new functions and features in Excel. Integrating Excel data with other applications. Improving Excel security.

Understanding the best types of visualizations to use in specific situations. Creating compelling visualizations using Excel. Adding interactivity to your Excel-based visualizations.

Excel charts and visualizations. The worksheet ribbon. Chart overview. Chart sheets. Advanced charting practices. Sparkline graphics. Custom number formats and shapes. Excel dashboarding.

Pivot tables. The worksheet ribbon. Pivot table data analysis. Goal seeking.

The worksheet ribbon. Importing and cleaning data. Validating data. Worksheet outlines. Lining worksheets. Protecting data.

Best practices for creating and working with Excel workbooks. Effectively using Excel functions when creating formulas. The importance of PivotTables in modern reporting environments. Best practices for formatting your workbooks.

The worksheet ribbon. Common mathematical operations. Text manipulation formulas. Date and time formulas. Conditional analysis formulas. Financial analysis formulas. Conditional formatting. Formula error elimination.

The most common formulas and functions used by Excel power users.

PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables. Formatting PivotTables. Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot. Analytical techniques available in PivotTables.

The value of money concepts. Present value of single sum. Future value of single sum. Present value annuities. Future value annuities. Computing periodic rate. Annuities due. Uneven cash flows and capital budgeting.