CPE & Event Calendar

This session begins by comparing the formula-based reports we built previously to PivotTables. Dig into the details between these two report types so you are comfortable with applying them to specific workbooks. Create two versions of many reports, one version with formulas and the other with PivotTables so you become comfortable replacing formula-based reports with PivotTables when appropriate. This is part 8 of a 10 part series Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

This session concludes the PivotTable discussion by examining various ways to present report values; discussing the subtly of properly sorting a recurring-use PivotTable; and covering numerous filtering options, including slicers. Next you'll explore the look-up function designed specifically to retrieve values from PivotTables. The session concludes by transitioning to data acquisition techniques, and you'll retrieve data from perhaps the largest external data source of all-the Internet. This is part 9 of a 10 part series Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

Family law is one of the larger specialty practice areas for both CPAs and attorneys. Understanding international divorce issues, quantifying the marital standard of living and knowing the latest legislation and tax laws are just a few critical family law issues covered at this year's conference. Gain insight from CPAs, attorneys and judges as they share critical information impacting your family law practice. As your clients face separation, divorce or support conflicts, they will rely on you to guide them through their family disputes. You'll hear about the latest developments, legislation, and trends in family law disputes and dissolutions at this conference. Plus, the conference provides an excellent opportunity to network with judicial officers, attorneys and other professionals. Please note, this was a livestream of the 2022 Family Law Conference taking place in Northern California.

Family law is one of the larger specialty practice areas for both CPAs and attorneys. Understanding international divorce issues, quantifying the marital standard of living and knowing the latest legislation and tax laws are just a few critical family law issues covered at this year's conference. Gain insight from CPAs, attorneys and judges as they share critical information impacting your family law practice. As your clients face separation, divorce or support conflicts, they will rely on you to guide them through their family disputes. You'll hear about the latest developments, legislation, and trends in family law disputes and dissolutions at this conference. Plus, the conference provides an excellent opportunity to network with judicial officers, attorneys and other professionals. Please note, this is a livestream of the 2022 Family Law Conference taking place in Northern California.

While the nuclear family remains the center point of society, it is under tremendous economic and social pressure today. This mini-course is designed to cover "hot" topics directly impacting the practitioner who represents any client with family issues. The emphasis is on using tax solutions to ease family economic concerns permitting the practitioner to be a real tax hero.

A CPA's knowledge and experience can make a big difference in the business affairs of farmers and those in the agriculture industry. Learn how to resolve complex tax, audit and operational challenges. This on-demand recap of our 2022 conference will ensure you stay current on the year's most important regulatory, financial, economic, valuation and real estate issues facing your clients in farming.

We are all getting older and the need for effective retirement planning has never been greater. If your wish to attain a comfortable retirement for yourself and your clients by maximizing tax saving strategies, this course is essential. Retirement income needs are calculated, net after tax social security benefits are determined, and distribution options from IRAs and retirement plans are explored. Topics covered include life insurance, annuities, and buy-sell agreements as well as estate and eldercare planning. Special consideration is given to the tax treatment of the home and business on retirement.

We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This mini-course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax-saving strategies. Retirement income needs are analyzed, Social Security benefits are determined, and distribution options from IRAs and retirement plans are explored.

Did you miss this year's Titans of Tax Tour? Now's your chance to get all the updates on your own time. Our comprehensive course covers all the major tax-related areas, from C and S corporations to partnerships, exempt organizations, estates, trusts and more. With our easy-to-follow guidance on IRS and FTB regulations, plus due diligence considerations for compliance and planning, you'll be ahead of the curve with this year's most significant tax law changes. Course materials summarize each critical development, and the e-Book provides links to the full text of source documents discussed during the program and additional developments. Materials include helpful charts and a table with links to all federal tax regulations and IRS rulings. Note: This is the companion course to Federal and California Tax Update for Individuals.

Did you miss our Titans of Tax tour this year? Now you get all of the updates on-demand. Our extensive analysis of the year's key Federal and California tax law changes provides you with actionable insights to help make sure you comply with regulations and plan successfully. This comprehensive course covers all new legislation, IRS and FTB guidance, court rulings, due diligence considerations, and more-so you'll be able to navigate this tax season confidently. Course materials summarize essential developments. The eBook provides links to the full text of source documents discussed during the program and developments beyond key ones covered in the presentation. Materials include a table with links to Federal regulations and IRS rulings for 2022. Note: This is the companion course to Federal and California Tax Update for Businesses and Estates .

Fraud costs businesses and individuals over $5 trillion each year globally. Learn about a nationally recognized expert providing the latest info on fraud investigation reporting.

This mini-course examines the various ideas, methods, and techniques capable of optimizing the overall compensation package for key employees and principals in small to medium-sized businesses. Qualified and non-qualified deferred compensation, benefit targeting, insurance programs, statutory fringe benefits, interest-free loans and investment planning are investigated. Consideration is given to indirect compensation in the form of business entertainment, expense accounts, auto use, travel, and transportation. The new field of professional services is probed to provide tax, financial, and estate planning to the key executive.

High-performing leaders and teams often feature great communicators. Ironically, we spend little of our professional time thinking and talking about what great communication looks like. Learn the secrets of high-impact communication; explore effective vs. less effective communication channels; discover the power of giving and receiving professional feedback; the benefits, and curses, of nonverbal communications; and how to make highly impactful presentations.Plus, to reinforce learning, you will actively engage in lively and informative communication-related activities. The webcast was originally broadcast on May 30, 2013. Note: There is a minimum passing rate of 70% for this course.

Excel's named reference capability allows us to create a friendly name and then use that name in a variety of places, including formulas. This session covers the basics of setting up named references with the Name Box, and then how to add, edit and delete names with the Name Manager. After naming a cell, a range and a constant, you'll dig into the details and name a few formulas. You'll then use the named formulas to create a clean and modular formula. Presented in Excel for Windows. Note: Items presented may not be available in all Excel versions, including Excel for Mac, iPad or web. The webcast was originally broadcast on June 1, 2016. Note: There is a minimum passing rate of 70% for this course.

The conditional formatting feature of Excel allows you to format a cell based on its value. In this session, we'll quickly get warmed up by covering the basics and then look in-depth at its more useful capabilities, including using a formula to define the formatting rule, using icon sets to create alerts and filtering for duplicates. Presented in Excel for Windows. (Please note: Items presented may not be available in all Excel versions, including Excel for Mac, iPad or web.) The webcast was originally broadcast on June 1, 2016. Note: There is a minimum passing rate of 70% for this course.

As work demands increase, so does work-related stress. Understanding how stress is created and how to manage it effectively is the key to maximizing your productivity on the job. Learn about the nature of stress, its effects on your health and work and what to do about it. Several practical techniques will be shared to help enable you to keep stress in check and under control. The webcast was originally broadcast on October 27, 2016. Note: There is a minimum passing rate of 70% for this course.

An installment sale is a sale of property where one or more payments are received after the close of the tax year. This course discusses the particulars of installment sales, including requirements, calculation, and pitfalls. Cross issues such as a combined installment sale and like-kind exchange, the impact of related parties, pledging, repossession and contingent payments are reviewed. Also, the importance of recognizing the dangers of dealer status, inventory, purchase price allocation and installment note disposition are emphasized.

Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This course is to u nderstand the latest on virtual currency.

This course focuses on tax issues affecting the treatment of interest and debt. It covers the definition of bona fide debt, the impact of related parties, the avoidance of equity and lease characterization, and deductible versus non-deductible interest factors. Sticky cross issues such as the impact of at-risk rules under 465, passive loss restrictions of 469, and below-market-rate loans under 7278 are examined. In addition, the accounting method treatment of interest, points, pre-paid interest, and discounted loans are reviewed. Particular attention is given to imputed interest and original issue discount.

Single Audits: Governmental accounting and auditing continue to be complex but essential practice areas for the profession. Join us to stay on top of the latest legislation and regulations. You'll also gain insights into what's happening at the local and federal levels.