CPE Self-Study Video Courses
Accounting / Auditing Courses
Click the icon for detailed course description and information.
Courses are listed in Alphabetical order
Abuse in Accounting*Content Preview
COURSE DESCRIPTIONWhat is Abuse? As soon as you hear the words “accounting abuse” how many companies or people come to mind? News stories constantly tell us of another occurrence of abuse. U.S. Chamber of Commerce estimates occupational fraud/abuse During this course we will discuss the different types of abuse found in businesses, and what you can do to Identify and deter employees from committing it. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Accounts Payable Best Practices*Content Preview
COURSE DESCRIPTIONThe accounts payable function is changing at a dizzying pace. What worked yesterday may not work today. Given the current economy, mounting regulatory pressures, and the increased visibility and importance of the accounts payable function, The truth is that companies ignore accounts payable best practices at their peril and the impact is felt on your bottom line. It's that simple—yet some organizations continue to turn a blind eye to the leakage that occurs due to the Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Business Combinations and Financial Reporting*Content Preview
COURSE DESCRIPTIONThe Business Combinations Topic provides guidance on the accounting and reporting for transactions that represent business combinations to be accounted for under the acquisition method (as described in paragraphs 805-10-05-4). In addition, the Topic includes Subtopic 805-50, which provides guidance on transactions sometimes associated with business combinations but that do not meet the requirements to be accounted for as business combinations under the acquisition Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Can I get sued for this? How to avoid Accounting Malpractice*Content Preview
COURSE DESCRIPTIONThis seminar will review situations in which a CPA or accounting professional may have to be in danger of being sued. We will cover common law causes of action, such as negligence, and the relevant standards and case law defining Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Compilations and Review An In-Depth Study and Practical Approach*Content Preview
COURSE DESCRIPTIONThis 4-hour webcast is designed to better comprehend the engagement for unaudited financial statements known as compilation or review. Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
COVID-19 Crisis Management Your Accounts Payable Function in Uncertain Times*Content Preview
COURSE DESCRIPTIONMany organizations take their accounts payable function (along with most others) for granted until suddenly, they can’t get an invoice to a critical vendor paid. Or, as many are finding out the hard way, their accounts payable team Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
COVID-19 | Accounts Payable Action Plan: Necessary Tactics after a Crisis*Content Preview
COURSE DESCRIPTIONAP Now statistics reveal that 85% of all companies had their accounts payable staff working remotely during the coronavirus crisis. For most, the transition from office to remote usually took place over a few short days and was anything Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Electronic Payment Fraud Prevention and Detection*Content Preview
COURSE DESCRIPTIONAlas, technology not only helps legitimate businesses become more efficient; it also assists crooks looking to defraud your organization. Getting money out of your organization's bank account is now easier than ever. Just ask the growing Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Fighting Fraud with the Red Flags Rule*Content Preview
COURSE DESCRIPTIONIdentity theft affects 9 million per year impacting individuals and businesses by draining accounts and damaging credit often leaving people and businesses with unpaid bills. The “Red Flags” rule was established in January 2008, requiring Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Financial Fraud Found in the Government*Content Preview
COURSE DESCRIPTIONThe discrepancy between pay for government employees versus the private sector occasionally rationalizes the misappropriation as compensation to make salary “equal”. A manager uncovered the fraud when his bookkeeper unexpectedly missed While looking through canceled checks from the statement he was shocked, made a few phone calls, and ended his upbringing as a forensic accountant. What type of fraud is this? How does fraud like this occur? What actions could have Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Planning for the Unexpected*Content Preview
COURSE DESCRIPTIONThe Unexpected is just that – unexpected, but that does NOT mean you can’t prepare. Establishing an emergency fund and reviewing current insurance gaps is a small piece of the plan. Together we will look at steps you can take to help Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Rules for CPAs*Content Preview
COURSE DESCRIPTIONWith the complexity of a fast-paced business environment and continued emphasis by regulators on preventing and detecting improper financial reporting, it is important that CPAs remain current regarding the accounting guidance and The FASB’s Accounting Standards Codification is the source of U.S. GAAP to be applied to nongovernmental entities. The content and organization of the Codification will be reviewed in order for CPAs to effectively access and research The sections of the Sarbanes-Oxley Act addressing oversight, the Public Company Accounting Oversight Board and internal controls over financial reporting will be reviewed along with the auditing standards issued by the PCAOB. The activities Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
SAS 117 Compliance Audits*Content Preview
COURSE DESCRIPTIONSAS 117 Compliance Audits Supersedes SAS No. 74. This is applicable to auditors engaged to perform a compliance audit in accordance with generally accepted auditing standards, standards for financial audits under Government Auditing Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
The New Yellow Book*Content Preview
COURSE DESCRIPTIONYellow Books provide a framework for conducting high-quality audits with competence, integrity, objectivity, and independence. Used by auditors of government entities, entities that receive government awards, and audit organizations The standards that are created by the Government Accountability Office (GAO) are called the Generally Accepted Governmental Auditing Standards (GAGAS). The Yellow Book is annually published by GAO of the Generally Accepted Governmental Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Threats to Independence*Content Preview
COURSE DESCRIPTIONThe aim is to provide guidance and rules to all members in the performance of their professional responsibilities, elevate non-authoritative standards, and broaden existing guidance. Independence Standards Board issued an exposure Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Write-Up Services and Financial Reporting for Small Businesses*Content Preview
COURSE DESCRIPTIONThis 4-hour webcast is designed to provide a thorough review of the importance of write-up services for small businesses as well as general topics related to appropriate GAAP financial reporting. Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Business | Industry
Click the icon for detailed course description and information.
Courses are listed in Alphabetical order
Accountants Wanted*Content Preview
COURSE DESCRIPTION“An increase in the number of businesses, changing financial laws and regulations, and greater scrutiny of company finances will drive faster-than-average growth of accountants and auditors,” reports the Department of Labor (DOL). If an accounting firm audits a client’s financial statements, that same firm cannot provide advice on human resources, technology, investment banking, or legal matters, although accountants may still advise on tax issues, such as establishing Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Creating Value*Content Preview
COURSE DESCRIPTIONValue!…the holy grail of modern public accounting. However, how do we go from wearing a green visor to becoming our client's most trusted advisor? We’ll discuss ways a CPA and their firm can recalibrate their practice to deliver on Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Disaster Plan Development*Content Preview
COURSE DESCRIPTIONEnsuring the business continuity, and the continuation of critical business operations in the event of an unforeseeable disaster is a chief responsibility of an organization’s management team including its financial officer or external Many companies believe that because they are small that they are at less risk and are unable to afford the protection that larger companies can afford. However, it is the smaller companies that are at the greatest risk and therefore Topics include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Planning and Compliance for Complex Transactions for Business Owners*Content Preview
***Special Note: This course does not qualify for IRS Reporting!*** COURSE DESCRIPTIONEvery year brings new challenges. Changes in the Code – sometimes hidden in legislation with deceptive names – Court decisions affirming the value or assuring the risk in the advice we gave three years ago – Complex transactions requiring Highlights include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Federal Tax | Tax Planning
Click the icon for detailed course description and information.
Courses are listed in Alphabetical order
Advising the Individual Taxpayer with Complex Tax Affairs*Content Preview
COURSE DESCRIPTIONThis program has the information and sources of authority you need to understand complex transactions and advise your clients about what works and what does not to assure they pay what they owe, but no more, and preserve wealth for Highlights include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
All New Basis Consistency Regulations and IRS Form 8971*Content Preview
COURSE DESCRIPTIONBreaking News!! During tax season, IRS planted a couple of nuclear bombs in its newly issued Form 8971 Basis Consistency Regulations: 1. IRS’ all-new ZERO BASIS rule: If tax matters are mishandled at the estate level, the beneficiary’s basis (for income tax purposes) in an inherited asset is zero!! 2. SUBSEQUENT TRANSFER rule: Any later transfer by a beneficiary (of an asset originally subject to Form 8971 reporting) itself must be reported on a newly generated Form 8971. IRS Form 8971, of course, is the controversial brand-new Where is all of this coming from? The Highway Funding Bill (P.L. 114-41) created basis mania with 3 new statutes:
Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
An Introduction to Self-Directed Solo 401(k)s*Content Preview
COURSE DESCRIPTIONThis course is designed for tax professionals who have one-person business owners, or 1099 independent contractor, clients. It will provide a detailed introduction to Self-Directed Solo 401(k) retirement plans so that you can: recognize As your clients’ most trusted advisors, they come to you asking for ways to reduce/defer their income tax liability. Advising your clients on the strategy of implementing a retirement plan, such as a Self-Directed Solo 401(k), maybe Learning Objectives:After reading the course material, you will be able to:
Website for Hyperlinking:Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Buying Selling or Gifting a Business Creatively*Content Preview
COURSE DESCRIPTIONIn addition to traditional issues faced by a business owner regarding the operation of his or her business, business ownership creates complexities in the tax, estate, and financial planning arenas. By focusing on the development of Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Children of All Ages Comprehensive Planning Techniques*Content Preview
COURSE DESCRIPTIONWhat qualifies a child for a tax credit, education credit, earned income credit? This being a fairly easy question, isn't always easy to answer. Just because they live with you doesn't mean they qualify. Now we have to look at many Topics include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
COVID-Related Tax Relief Act of 2021*Content Preview
COURSE DESCRIPTIONThis course will discuss the new tax provisions related to Economic Disaster Relief, Paycheck Protection Programs, and Forgiveness as well as the Employee Retention Credit. Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
CPE for CPAs and EAs Today Post Mortem Estate Planning Primer*Content Preview
COURSE DESCRIPTIONPeople die every year, but 2020 saw a lot of unexpected death. COVID-19 was devastating to several families, how prepared were you? How prepared were your clients? At the time of loss, things can become very chaotic for the spouse, This is where you can provide that stability to your clients and remove the confusion. Having a plan for the inevitable is good business, and can generate business for you. This course will cover the planning process that every CPA Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
Currently Not Collectible*Content Preview
COURSE DESCRIPTIONThere are times when a taxpayer agrees they owe the IRS, but they simply cannot pay the balance due to their current financial situation. If the IRS agrees the taxpayer cannot pay their back taxes and their reasonable living expenses, Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Employee Retention Credit (ERC)*Content Preview
COURSE DESCRIPTIONThe seminar will discuss the Employee Retention Credit. It will focus on provisions set forth by The CARES Act of 2020, The Taxpayer Certainty and Disaster Relief Act 2020, The COVID-Related Tax Relieve Act of 2020 as well as The American Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Form 1041 Everything You Never Wanted to Know*Content Preview
COURSE DESCRIPTIONCertain entities are created for planning purposes. These entities are separate and apart from individuals or businesses. This course deals with both the planning issues for client needs (estate, financial, and asset protection) as Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Fundamentals of Income Taxation*Content Preview
COURSE DESCRIPTIONPlease join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This course is ideal Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Individual Tax (The Basics)*Content Preview
COURSE DESCRIPTIONThis course is designed for practitioners in their first through fifth years of practice. This course provides a critical discussion of tax preparation with a theoretical and practical study of Form 1040 and certain accompanying schedules. Some topics are discussed more in-depth to clarify issues related to those selected topics. This course will also familiarize practitioners with Ethical dilemmas, with careful consideration of EITC Due Diligence. Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
International Cross-Border Transactions*Content Preview
COURSE DESCRIPTIONPlease join us for an introductory course in international cross-border transactions. We will discuss typical situations in which a cross-border transaction arises, and how a taxpayer can utilize the rules to potentially decrease an Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
International Tax Treaties*Content Preview
COURSE DESCRIPTIONThis course presents an overview of tax treaties and how they are used in structuring transactions and determining the tax impact of cross-border transactions. It discusses the ordering rules for local laws versus treaty laws, and This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys, and business/financial advisors who work with and advise businesses that have cross-border Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
Navigating the new Schedules K-2 and K-3*Content Preview
COURSE DESCRIPTIONThis course introduces the new Schedule K-2 and Schedule K-3 that may be required for Partnerships and S Corporation returns. The IRS has provided conflicting guidance regarding the preparation and requirements of this form, this course Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
New Developments in Estate and Gift Taxation A Look at What Has Been Introduced into Congress*Content Preview
COURSE DESCRIPTIONLegislation, known as the “For the 99.5% Act”, has been introduced in the United States Congress. If passed, this legislation will create significant changes in estate and gift planning for your clients. This is a significant piece Art Werner will discuss this legislation to inform you how you should advise your clients in tax and non-tax estate and gift planning. Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
New Jersey Inheritance and Estate Tax Part 1 The Law*Content Preview
COURSE DESCRIPTIONTax compliance issues at death are sometimes confusing to practitioners because many lack experience in this area. This course provides you with a practical understanding of the issues involved in preparing the New Jersey Inheritance Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
New Jersey Inheritance and Estate Tax Part 2 Line by Line*Content Preview
COURSE DESCRIPTIONTax compliance issues at death are sometimes confusing to practitioners because many lack experience in this area. This course provides you with a practical understanding of the issues involved in preparing the New Jersey Inheritance Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Offer in Compromise Settle Tax Debts for Less Than What Is Owed*Content Preview
COURSE DESCRIPTIONThe Offer in Compromise program is available to taxpayers that have a tax debt so large that they could never pay it. In many cases, they “go off the grid”. They take jobs that pay in cash, work as subcontractors, and don’t have a Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Overview of Schedule C*Content Preview
COURSE DESCRIPTIONMany self-employed or sole proprietors find themselves having to navigate Schedule C in reporting business income. While this attachment to Form 1040 seems straightforward on the surface, there are many traps for the unwary. This course INCLUDES UPDATES FROM THE TCTDR ACT (PASSED 12/27/2020) Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
Pennsylvania Inheritance and Estate Tax Part 1 The Law*Content Preview
COURSE DESCRIPTIONTax compliance issues at death are sometimes confusing to practitioners because many lack experience in this area. This course provides you with a practical understanding of the issues involved in preparing the Pennsylvania Inheritance Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Pennsylvania Inheritance and Estate Tax Part 2 Line by Line*Content Preview
COURSE DESCRIPTIONTax compliance issues at death are sometimes confusing to practitioners because many lack experience in this area. This course provides you with a practical understanding of the issues involved in preparing the Pennsylvania Inheritance Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Planning Considerations Based Upon Potential Biden Proposals*Content Preview
COURSE DESCRIPTIONAs Tax Professionals, we are used to advising clients on tax planning matters. This year is no exception. However, considering all the extraordinary issues that your clients encountered in 2020 planning for this will be much more significant. This course will provide integrated planning ideas that will directly affect your client's 2021 planning needs. Highlights include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Real Estate Partnership Taxation*Content Preview
COURSE DESCRIPTIONThis 4-hour webcast is designed to provide a thorough review of the unique aspects of partnership taxation. We will discuss how tax laws apply to real estate partnerships. Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Reasonable Compensation*Content Preview
COURSE DESCRIPTIONThis seminar will focus on attributes of Officer Reasonable Compensation requirements in S & C Corporations. Focusing on court cases as an authority in determining what reasonable compensation should be, who is required to receive Course Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() ![]() |
Schedule K-1: What is it & What do I do with it?*Content Preview
COURSE DESCRIPTIONThis Video will focus on Schedule K-1 that a taxpayer may receive from a pass-through entity, Partnership, Subchapter S Corporation, or an Estate/Trust. It will detail the most common characteristics of Schedule K-1 and how to report Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() ![]() |
Surviving an IRS Audit Including Practice Before the U.S. Tax Court*Content Preview
COURSE DESCRIPTIONThis 4-hour webcast will provide attendees with tips and techniques when representing a client who is about to undergo an IRS audit of their various tax returns. Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
Tax Cuts and Jobs Act Business Tax Reform*Content Preview
COURSE DESCRIPTIONThe Tax Cuts and Jobs Act dramatically changed the U.S. Tax Code starting in the 2018 tax year. Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Tax Cuts and Jobs Act Individual Tax Reform*Content Preview
COURSE DESCRIPTIONThe Tax Cuts and Jobs Act dramatically changed the U.S. Tax Code starting in the 2018 tax year. This course will provide a review of the Business Tax Reforms section of the Tax Cuts and Jobs Act bill (H.R.1). This course will provide a summary description of all provisions referenced in this section of the Tax Cuts and Jobs Act and will identify the provisions that were changed in the Business Tax Reforms section. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Tax Implications of Cryptocurrency*Content Preview
COURSE DESCRIPTIONThis course presents an overview of blockchain and the tax implication of cryptocurrency transactions. The IRS has provided some recent guidance, but potentially conflicting pronouncements by other regulatory agencies have created Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
Tax Planning Using Like-Kind Exchange Transactions Under Sec.1031*Content Preview
COURSE DESCRIPTIONPlease join us for a discussion on like-kind exchanges (LKE), known as one of the last great tax legal “shelters” available to those buying and selling real property. We will be covering the basic structure of an LKE, and ways Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
Tax Procedure*Content Preview
COURSE DESCRIPTIONThis seminar will introduce the process of filing a tax return to the IRS audit, IRS Appeals, Collections, and litigation at courts of original jurisdiction. We will discuss the options taxpayers have at any point in the process Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
Taxation of the Cannabis Industry*Content Preview
COURSE DESCRIPTIONThis course will discuss the taxation of Medical and Recreational Marijuana as well as Industrial Hemp. We will look at the limitations imposed by I.R.C. §280E and navigate through the Cost of Goods, cost allocations, and inventory. This course will discuss the taxation of the Cannabis Industry and provide a general overview of relevant Internal Revenue Code (I.R.C.) sections, Chief Counsel guidance as well as pertinent Court Cases. Topics include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
TCJA Series Understanding the New Pass-Through Entity Rules*Content Preview
COURSE DESCRIPTIONThe Tax Cuts and Jobs Act of 2017 contain significant legislation regarding business taxation, unlike the individual income tax changes made by the Act, these changes are “permanent”. During this course, we will discuss these changes Topics include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
TCJA Series: How State Lines Impact Estate, Tax and Financial Planning*Content Preview
COURSE DESCRIPTIONThe TCJA of 2017 has impacted how we plan and execute our Estate, Tax, and Financial Planning to include how the state looks at it. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
The American Rescue Plan Act of 2021*Content Preview
COURSE DESCRIPTIONOn March 11, 2021, President Joe Biden signed into law, a $1.9 trillion COVID-19 relief package. How will this bill affect your clients? This course will cover this legislation from both a tax perspective as well as a stimulus perspective. Topics include:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
The Essentials of Fringe Benefits Planning*Content Preview
COURSE DESCRIPTIONDue to changes in both the economy and the Internal Revenue Code, fringe benefit planning has become one of the most important areas of planning for your client’s business and personal needs. There are a variety of tools and techniques This course looks at those various tools and techniques and provides the practitioner with a basic understanding of how to use each one. This course also features a review of some complex areas of employee benefit planning, including ERISA reporting and disclosure requirements. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
The New Form 7203 and How to calculate Shareholder Basis*Content Preview
COURSE DESCRIPTIONBeginning with the tax year 2021, Form 7203 - S Corporation Shareholder Stock and Debt Basis Limitation, may be required to be filed with each shareholder's Individual Income Tax Return, Form 1040. This new form reports the shareholder's Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
The Tax Aspects of Cryptocurrency*Content Preview
COURSE DESCRIPTIONCryptocurrency can be a very confusing issue for a client in both compliance and planning. This course will assist the practitioner in understanding the tax aspects of cryptocurrency from a Federal compliance standpoint. Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Travel and Entertainment Best Practices to Ensure Compliance with IRS Regulations*Content Preview
COURSE DESCRIPTIONComplying with IRS Regs regarding expense reimbursements just got a whole lot harder. Organizations everywhere are eyeing the bottom line and insisting on rigid travel and entertainment policy compliance. The IRS is taking an equally Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
Understanding IRAs and Qualified Retirement Plans After the Secure Act*Content Preview
COURSE DESCRIPTIONThis is not a class on what is an IRA. As a CPA, Enrolled Agent, Attorney, or tax preparer you already know what an IRA is. Most of you think of an IRA as an Individual Retirement Account, I want you to think of it as an Individual Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Understanding the Entities: Planning and Compliance
COURSE DESCRIPTIONThis course deals with both the planning issues for client needs (estate, financial, and asset protection) as well as the basics of fiduciary income tax compliance. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Understanding Trusts Leveling the Playing Field*Content Preview
COURSE DESCRIPTIONMany practitioners would like to develop an estate planning practice. The problem that many of these individuals face when taking an estate planning CPE course is that they cannot find a course that explains the basics of the topic Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
Specialized Knowledge
Click the icon for detailed course description and information.
Courses are listed in Alphabetical order
Advanced Googling for Accountants*Content Preview
COURSE DESCRIPTIONThis course provides a concise overview of how accountants can instantly and dramatically improve their Google search skills. Discover how to use the search service to spot opportunities and threats in your enterprise landscape earlier You'll walk away with scores of practical and proven online discovery lessons that can be immediately applied, deliver instant results and serve you forever in both your professional and personal life. Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
CPE for CPA Today Estate Planning*Content Preview
COURSE DESCRIPTIONDuring this course, we will look at the questions you may want to ask a client. This will benefit your ability to better understand your clients' needs and the reason for their decisions.Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
CPE for CPA Today How to Select a Fiduciary*Content Preview
COURSE DESCRIPTIONDuring this course, we will look at the questions you may want to ask a client. This will benefit your ability to better understand your clients' needs and the reason for their decisions. This allows you the ability to understand Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
CPE for CPA Today Planning for Disability*Content Preview
COURSE DESCRIPTIONDuring this course, we will look at the questions you may want to ask a client. This will benefit your ability to better understand your clients' needs and the reason for their decisions. This allows you the ability to understand Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
CPE for CPA Today Traps and Pitfalls in the Estate Planning Process*Content Preview
COURSE DESCRIPTIONHere we will focus on traps and pitfalls, the problems that a client faces as they decide how to do a total plan as they incorporate estate and asset protection issues. We can spend many hours talking about the various different traps Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
CPE for CPA Today Trusts Living Wills POAs and Tax Considerations*Content Preview
COURSE DESCRIPTIONIn this course, we will continue looking at disability planning, and some of the financial protections. This course will discuss briefly the medical wills and power of attorneys, medical surrogates, and financial planning for the uncertain Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Estate, Gift, and Income Tax Planning for Real Estate* Preview not available until after first air date. *Content Preview
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Everything that you Need to Know About Portability*Content Preview
COURSE DESCRIPTIONThis course helps the practitioner understand how to make the portability election and how it can provide overall tax benefits to surviving spouses and beneficiaries of estates that fall below the federal estate exclusion amount. Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
How Technology is Impacting the Accounting Profession*Content Preview
COURSE DESCRIPTIONThis course provides a concise overview of the leading technologies and economic forces reshaping the accounting profession and how accountants are using new digital business models to thrive in the face of rapid and seismic change. Discover how accountants—once largely enterprise passengers and navigators — are elevating their role using cyber tools and becoming pilots of global business. You'll walk away with a simple yet effective game plan to keep up with Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Information Security Basic Safeguards for Practitioners*Content Preview
COURSE DESCRIPTIONAll CPAs and Tax Practitioners deal with very sensitive client data. Cybercriminals are highly sophisticated, well-funded, and technologically adept at hacking computers and stealing information. CPAs and tax practitioners are some Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
IRS Internet Resources for Accountants*Content Preview
COURSE DESCRIPTIONThe course provides a concise overview of the Internet services offered by the Internal Revenue Service or IRS, the tax agency of the United States federal government. Discover scores of little-known but highly valuable IRS resources You'll walk away with a whole new appreciation for the IRS and a huge treasure trove of digital tools that can sharpen and accelerate your tax workflow. Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Protecting your Clients Against Identity Theft Investment Fraud and Consumer Fraud*Content Preview
COURSE DESCRIPTIONThe cost of fraud is growing rapidly and affects not just the victims but all of us. For example, fraud is responsible for 10% of all health care expense, the cost to consumers is $75 - $130 billion each year, 13% of credit card sales Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
XBRL Revolutionizing Financial Reporting*Content Preview
COURSE DESCRIPTIONXBRL is revolutionizing business and financial reporting around the world. It is a reporting language that electronically communicates business and financial data globally. Besides providing major benefits in the preparation, analysis, Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Ethics
Click the icon for detailed course description and information.
Courses are listed in Alphabetical order
A Basic Ethics Guidebook for Colorado CPAs*Content Preview
COURSE DESCRIPTIONA CPA is challenged in today’s work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax Learning Objectives:After reading the course material, you will be able to:
This course discusses the Colorado Statutes and Rules that pertain to CPAs licensed to practice in the state of Colorado. Students will become familiar with the Colorado Revised Statutes, the Rules of the State Board of Accountancy,
Professional Conduct
Firm Registration
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2020-21 Ethics for Washington CPAs*Content Preview
COURSE DESCRIPTIONA CPA is challenged in today’s work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
A Basic Ethics Guidebook for Arizona CPAs*Content Preview
COURSE DESCRIPTIONA CPA is challenged in today’s work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
A Basic Ethics Guidebook for Connecticut CPAs*Content Preview
COURSE DESCRIPTIONA CPA is challenged in today’s work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
A Basic Ethics Guidebook for FLORIDA CPAs*Content Preview
COURSE DESCRIPTIONA CPA is challenged in today’s work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax This course covers not only basic ethical frameworks, but also specific rules from the AICPA Code of Professional Conduct, and the Florida Revised Statutes, Administrative Rules, and Code of Professional Conduct. These sources govern Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
A Basic Ethics Guidebook for Minnesota CPAs*Content Preview
COURSE DESCRIPTIONA CPA is challenged in today’s work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
A Basic Ethics Guidebook for New York CPAs*Content Preview
COURSE DESCRIPTIONA CPA is challenged in today’s work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
A Basic Ethics Guidebook for Ohio CPAs*Content Preview
COURSE DESCRIPTIONA CPA is challenged in today’s work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
A Basic Ethics Guidebook for Utah CPAs*Content Preview
COURSE DESCRIPTIONA CPA is challenged in today’s work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
A CPAs Guidebook for Ethical Behavior A CPE Ethics Course for Texas CPAs*Content Preview
COURSE DESCRIPTIONA CPA is challenged in today’s work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Circular 230 Guide to Ethics*Content Preview
COURSE DESCRIPTIONThis is an online course that examines tax preparer conduct standards. It addresses the issues of confidentiality, accuracy, conflict of interest, taxpayer omissions, and return of client records. The ethical rules governing these Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
Ethics for California CPAs*Content Preview
COURSE DESCRIPTIONA CPA is challenged in today’s work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax laws. In balancing the two interests, a CPA may find him or herself in an ethical dilemma. This course covers not only basic ethical frameworks, but also specific rules from the AICPA Code of Professional Conduct, and the California Regulations, Administrative Rules, and Code of Professional Conduct. These sources govern the practice and responsibilities of California CPAs. It concludes with a section on how a CPA can put his or her ethics into action Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() |
Ethics the Regulatory Environment*Content Preview
COURSE DESCRIPTIONAccounting practitioners, both near and far, would be quick to agree that regulatory ethics is the bedrock of our profession. But where to begin? Countless regulatory agencies exist, each with its own set of rules and standards. Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Ethics, Tax Practice and the Cannabis Industry*Content Preview
***SPECIAL NOTE: This course will not cover EAs Circular 230 Requirement. Also, this course might not cover your State Ethics requirement! See our "Self-Study eBook Ethics Section" on States and your State Board to ensure you are covered. This course does not meet the "Ethical" requirement for the following states: DE, FL, LA, MS, OH, NJ, OR, TX, SC, TN, VA, WA, WY *** COURSE DESCRIPTIONThis course will discuss Circular 230 and preparer due diligence related to assisting taxpayers in the Cannabis industry. Federal Case Law, Board of Accountancy, and IRS Office of Professional Responsibility standards will also, be Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() ![]() |
General Ethics Review*Content Preview
***SPECIAL NOTE: This course will not cover EAs Circular 230 Requirement. Also, this course might not cover your State Ethics requirement! See our "Self-Study eBook Ethics Section" on States and your State Board to ensure you are covered. This course does not meet the "Ethical" requirement for the following states: DE, FL, LA, MS, OH, NJ, OR, TX, SC, TN, VA, WA, WY *** COURSE DESCRIPTIONSeemingly every day another company is making headlines for breach of trust, ethics violations, or manipulation of numbers. Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() ![]() |
Regulatory Ethics Guidebook for CPAs AICPA Code of Professional Conduct (Part 1 Integrity, Objectivity and Judgement)*Content Preview
COURSE DESCRIPTIONThis course will be focusing on how to integrate integrity and objectivity in situations faced by the accounting professional on a daily basis. The participant will be able to know not just what is the right thing to do according to Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Regulatory Ethics Guidebook for CPAs AICPA Code of Professional Conduct (Part 2 Independence and Conflicts of Interest)*Content Preview
COURSE DESCRIPTIONThis course will be focusing on how to integrate independence and avoid conflicts of interest in situations faced by the accounting professional daily. The participant will be able to know not just what is the right thing to do according Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]()
COURSE DESCRIPTIONThis course will be focusing on how to integrate integrity and objectivity in situations faced by the accounting professional on a daily basis. The participant will be able to know not just what is the right thing to do according Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: |
Regulatory Ethics Guidebook for CPAs AICPA Code of Professional Conduct (Part 3 Responsibility to the Public)*Content Preview
COURSE DESCRIPTIONThis course will be focusing on the concepts of due care and client confidentiality as the CPA carries out his/her responsibility to the public. We will also discuss the CPA’s duty to “blow the whistle” in situations where the professional Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Regulatory Ethics Practical Guidance*Content Preview
COURSE DESCRIPTIONEthical standards pronounced by the AICPA and the Department of the Treasury serve as needed guardrails designed to regulate professional behaviors for individuals working in both public accounting and in industry. During this
Additionally, we’ll examine the tenets of accounting ethics including a review of recent trends. Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Regulatory Ethics Professional Standards Overview*Content Preview
COURSE DESCRIPTIONRegulatory Ethics serves both the public and our collective interests. Our clients commonly refer to accounting practitioners as their “most trusted advisors”. However, that description can only be earned when our professional
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Tax Practice Standards*Content Preview
***SPECIAL NOTE: This course might not cover your State Ethics requirement! See our "Self-Study eBook Ethics Section" on States and your State Board to ensure you are covered. This course does not meet the "Ethical" requirement for the following States: DE, FL, LA, MS, OH, NJ, OR, TX, SC, TN, VA, WA, WY *** COURSE DESCRIPTIONPlease join us for a comprehensive discussion on standards that professionals must adhere to as tax practitioners. We will be covering the major governing rules, such as Treasury Circular 230, the AICPA Statements on Standards Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() ![]() ![]() |
Personnel / HR
Click the icon for detailed course description and information.
Courses are listed in Alphabetical order
Mind Games We Play*Content Preview
COURSE DESCRIPTIONHave you ever paused and thought “am I the only one thinking this”? Rejoice! You’re not alone…… many of us struggle, work, and think in the same fashion. During this 1-hour on-demand webinar we’ll cover work habits, workarounds, Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
CPAs... Who are we?*Content Preview
COURSE DESCRIPTIONIt’s a tall order to synthesize who we are as individuals and professionals in just sixty minutes, but we’ll try! During this 1-hour on-demand webinar, we’ll review those common qualities found among us and discuss the Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
I'm Over Overtime*Content Preview
COURSE DESCRIPTIONThere is no single topic that affects accounting professionals with such ferocity as sustained overtime. Work/life nirvana has been the goal of our profession for decades, yet we continue to face mounting hours despite countless Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
The Office of Tomorrow*Content Preview
COURSE DESCRIPTION2020 became the year of the virtual office. The velocity of change firms and private organizations experienced was jarring. What will tomorrow bring? We’ll look towards the horizon to view trends and licensure Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:![]() |
Working Better Together*Content Preview
COURSE DESCRIPTIONA long, long time ago we would simply call, email, or poke our head into someone’s workspace to collaborate. Now? The options are endless, somewhat confusing, and ever-shifting. During this session, we’ll cover ways to connect, what Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Workplace Culture*Content Preview
COURSE DESCRIPTIONWorkplace culture continues to rise in poll after poll as one of the most important considerations graduates look at when choosing an employer. During this session, we’ll look at culture and examine those qualities that top companies Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:![]() |
Computer Software and Applications
Click the icon for detailed course description and information.
Courses are listed in Alphabetical order
Excel Dexterity: Minimizing Errors
COURSE DESCRIPTIONUser-proofing Excel spreadsheets don't have to be a tedious task, nor does it have to feel Draconian for spreadsheet users. In this presentation Excel expert David Ringstrom, CPA shares how to implement internal control features David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: |
Excel Dexterity: Table Feature
COURSE DESCRIPTIONIn this extensive presentation Excel expert David Ringstrom, CPA explores the Table feature. This feature offers a dazzling number of automation and data integrity opportunities. Start saving time immediately with pivot tables David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: |
Excel Dexterity: Advanced Pivot Tables
COURSE DESCRIPTIONDiscover how to dig deeper into pivot tables in this comprehensive course. Excel expert David Ringstrom, CPA, demonstrates step-by-step how to manipulate your pivot table data faster and more efficiently. You’ll learn how to extract David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He’ll draw to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: |
Excel Dexterity: Automating Financial Statements
COURSE DESCRIPTIONMany users pivot to Excel when a desired financial statement format cannot be created within the accounting software. However, this in turn often leads to techniques such as creating worksheets for every month of the year, which In this presentation Excel expert David Ringstrom, CPA, explains how to use Excel functions, including VLOOKUP, OFFSET, and SUM, to quickly create accounting reports that allow you to switch to any reporting period with only two Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: |
Excel Dexterity: Budget Spreadsheets
COURSE DESCRIPTIONIn this informative presentation, Excel expert David Ringstrom, CPA, shows you how to create resilient and easy-to-maintain budget spreadsheets. Among other techniques, David explains how to separate inputs from calculations, build David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: |
Excel Dexterity: Creating Interactive Spreadsheets
COURSE DESCRIPTIONIn this on-demand webcast, you’ll learn from Excel expert David Ringstrom, CPA, how to implement multiple techniques to create spreadsheets that are interactive, accurate, and user friendly. Step-by-step, David shows you how to David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: |
Excel Dexterity: Custom Views
COURSE DESCRIPTIONIn this empowering presentation, Excel expert David Ringstrom, CPA, demonstrates multiple ways to automate your work in Excel by way of the Custom Views feature—one of the most underutilized features in Excel. David explains how David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: |
Excel Dexterity: Database Techniques
COURSE DESCRIPTIONThe process of culling data from text files or from databases, such as Access or SQL Server, can be intimidating to Excel users. In this comprehensive course, Excel expert David Ringstrom, CPA, shows you how to get the data you David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: |
Excel Dexterity: Deciphering Error Prompts
COURSE DESCRIPTIONIf you’re often stopped in your tracks by error prompts you always get when you’re performing seemingly simple actions in your spreadsheets, you’ll benefit from this broad-reaching course. Excel expert David Ringstrom, CPA, delves Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: |
Excel Dexterity: Internal Control
COURSE DESCRIPTIONUser-proofing Excel spreadsheets don't have to be a tedious task, nor does it have to feel Draconian for spreadsheet users. In this presentation Excel expert David Ringstrom, CPA shares how to implement internal control features David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: |
Excel Dexterity: Intro to Lookup Formulas
COURSE DESCRIPTIONIf you're not presently using look-up formulas such as VLOOKUP, HLOOKUP, SUMIF, and others in your work, then there's much about your experience in Excel that is more difficult than necessary. In this comprehensive presentation, Excel expert David Ringstrom, CPA, introduces several lookup functions and provides context on when you’re likely to use them. He demonstrates troubleshooting techniques and prepares you to deal David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: |
Excel Dexterity: Logic Functions
COURSE DESCRIPTIONIn this fast-paced presentation Excel expert David Ringstrom, CPA begins with a brief discussion of the IF function and then quickly moves beyond the basics. You'll see the pros and cons of nesting multiple IF functions together, David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He’ll draw to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: |
Excel Dexterity: Office 365
COURSE DESCRIPTIONHistorically, each version of Excel has been identical for all users, but that’s no longer the case. In this on-demand webcast, Excel expert David Ringstrom, CPA, explains how the Office 365 version of Excel 2016 differs from previous David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the Office 365 version of Excel 2016. He draws your attention to any differences in the perpetual licensed versions Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: |
Excel Dexterity: Payroll Analysis
COURSE DESCRIPTIONExcel offers multiple features and functions payroll professionals can implement to improve the accuracy and efficiency of payroll production. In this comprehensive course, Excel expert David Ringstrom, CPA, demonstrates and explains: David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: |
Excel Dexterity: Pivot Tables Part I
COURSE DESCRIPTIONIn this session Excel expert David H. Ringstrom, CPA, introduces one of the most powerful, and yet overlooked features in Excel: pivot tables. Many users shy away from this feature, thinking that specialized knowledge is required. As you'll see in this presentation, pivot tables allow you to instantly summarize lists of data into meaningful reports with just a few actions with your mouse. As with many aspects of Excel, pivot tables have several nuances that Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: |
Excel Dexterity: Pivot Tables Part II
COURSE DESCRIPTIONIn this installment of the Pivot Table series Excel expert David Ringstrom, CPA takes you beyond the basics of pivot tables. You'll learn how pivot tables differ from worksheet formulas, the importance of the Refresh and Report David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: |
Excel Dexterity: SUM, SUMIF, and More
COURSE DESCRIPTIONFollow along as Excel expert David Ringstrom, CPA explores several ways to sum data beyond the venerable SUM function. Expanding your knowledge of worksheet functions can markedly improve the resilience and integrity of your spreadsheets. David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He’ll draw to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: |
Excel Dexterity: What-If Analysis
COURSE DESCRIPTIONYou’ll discover how to implement Excel’s powerful What-If Analysis Tools in this course presented by Excel expert David Ringstrom, CPA. David outlines how and when to make use of Excel’s Scenario Manager as well as how to use the David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He’ll draw to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: |
Excel Dexterity: Workbook Links
COURSE DESCRIPTIONIn this comprehensive course, Excel expert David Ringstrom, CPA, explains the pros and cons of workbook links and takes you step-by-step through the process of creating and working with them. Workbook links are of great benefit, David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as Topics include:
Learning Objectives:After reading the course material, you will be able to:
Who Should Attend:
Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: |