CPE Self-Study Video Courses

Accounting / Auditing Courses

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Courses are listed in Alphabetical order


$9.00 each Add to cart

Accounts Payable Best Practices

  • Credits:  1
  • Format: Interactive Self Study Video-
  • Field of Study: Accounting | Auditing
  • Author/Speaker: Mary Schaeffer
*Content Preview
Available Formats:
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding of Accountancy
Course ID:MS-114.23-SV
Published Date:Registered for 2023
COURSE DESCRIPTION

The 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, best practices are something with which every professional needs to be conversant. Unfortunately, keeping up to speed these days can be like herding cats. While some best practices remain steadfast, others simply no longer work and are being replaced by new practices just now appearing. The talk will include a discussion of the newest best practice every organization should implement to ensure crooks don't get their hands on money or sensitive information. This is one session you might want to invite your colleagues in accounting, auditing, and payroll to so they implement appropriate best practices and are not bamboozled by some of the newest frauds.

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 poor or inefficient processes in their AP operations. Don't be one of them!

Who Should Attend:
  • All Certified Public Accountants (CPAs)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA


$19.00 each Add to cart

Business Combinations and Financial Reporting

  • Credits:  2
  • Format: Interactive Self Study Video-
  • Field of Study: Accounting-
  • Author/Speaker: Sam Monastra
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Available Formats:
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding of Accounting
Course ID:SM-108.23-SV
Published Date:Registered for 2023
COURSE DESCRIPTION

The 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 method.

Who Should Attend:
  • All Certified Public Accountants (CPAs)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA


$19.00 each Add to cart

Can I get sued for this? How to avoid Accounting Malpractice

  • Credits:  2
  • Format: Interactive Self Study Video-
  • Field of Study: Accounting-
  • Author/Speaker: Allison McLeod

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Available Formats:
Advanced Preparation:None
Experience Level:Basic
Program Prerequisites:General Understanding of Accountancy
Course ID:AM-107.23-SV
Published Date:Registered for 2023
COURSE DESCRIPTION

This 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 what constitutes reasonable practitioner behavior. This course is ideal for lawyers, CPAs, EAs, tax preparers, accountants, and insurance personnel.

Learning Objectives:

After reading the course material, you will be able to:

  • Define the elements of negligence, the common law cause of action.
  • Explain what constitutes reasonable practitioner behavior concerning practice standards and common law.
  • Ascertain how to avoid common pitfalls that could lead to the practitioner being sued.

Who Should Attend:
  • All Certified Public Accountants (CPAs)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA



$9.00 each Add to cart

COVID-19 Accounts Payable Action Plan - Necessary Tactics after a Crisis

  • Credits:  1
  • Format: Interactive Self Study Video-
  • Field of Study: Accounting | Auditing
  • Author/Speaker: Mary Schaeffer
*Content Preview
Available Formats:
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding of Accountancy
Course ID:MS-117.23-SV
Published Date:Registered for 2023
COURSE DESCRIPTION

AP 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 but pretty or smooth. With the possibility of returning to the office at some point in the near future, organizations need to start planning for that event. Hopefully, we have all learned something from going through this episode. The return to a new normal will require additional efforts around the accounts payable function. Organizations will need to review what happened while working remotely and plan for the future. For the likelihood of this happening again is, unfortunately, high. The next time vendors are not so likely to be understanding about late payments and crooks will be even better situated to take advantage. Every organization needs to prepare. This session identifies 20 different steps every organization should take with regard to its accounts payable function. Its not hard, you just have to do it.

Learning Objectives:

After reading the course material, you will be able to:

  • Identify potential weaknesses that may have facilitated fraud or led to duplicate payments.
  • Pinpoint any responsibilities that may have fallen through the cracks during the crisis.
  • Create new processes for the future so the next time the transition will not be so harsh.
  • Evaluate interim policies that may need to be implemented as the country goes through the reopening process.
  • Start the transition with motivated employees.

Who Should Attend:
  • All Certified Public Accountants (CPAs)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA


$9.00 each Add to cart

COVID-19 Crisis Management - Your Accounts Payable Function in Uncertain Times

  • Credits:  1
  • Format: Interactive Self Study Video-
  • Field of Study: Accounting | Auditing
  • Author/Speaker: Mary Schaeffer
*Content Preview
Available Formats:
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding of Accountancy
Course ID:MS-116.23-SV
Published Date:Registered for 2023
COURSE DESCRIPTION

Many organizations take their accounts payable function (along with most others) for granted until suddenly, they cant get an invoice to a critical vendor paid. Or, as many are finding out the hard way, their accounts payable team cant get into the office to pick up all the paper invoices that need to be processed. This has happened for a few days in the past, mainly due to weather-related incidents. But they pass fairly quickly and its easy to play catch up. This time is different and it has highlighted the areas where the current process is not sufficient. This brand-new session was created by AP Nows founder, Mary Schaeffer, and is based on the real-life experiences of many of her readers, who are accounting and accounts payable professionals as well as interviews with experts. They shared practices that are working, those that are not, and lessons learned.

Learning Objectives:

After reading the course material, you will be able to:

  • Identify areas where your current accounts payable function might need adjustment to deal with a crisis, like a coronavirus.
  • Develop practices that will help handle the masses of paper invoices that many are still receiving.
  • Manage staff and a management team working remotely.
  • Convert many of your vendors to receiving electronic payments instead of paper checks.
  • Create processes for those who must go into the office.
  • Keep up the morale of staff not used to working remotely.
  • Plan for future crises.

Who Should Attend:
  • Accountants, controllers, accounting managers, auditors (internal and external), Treasurers, CFOs, CEOs, accounts payable professionals, procure-to-pay professionals, and travel managers.
  • All Certified Public Accountants (CPAs)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA


$9.00 each Add to cart

Electronic Payment Fraud Prevention and Detection

  • Credits:  1
  • Format: Interactive Self Study Video-
  • Field of Study: Auditing-
  • Author/Speaker: Mary Schaeffer
*Content Preview
Available Formats:
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding of Accountancy
Course ID:MS-113.23-SV
Published Date:Registered for 2023
COURSE DESCRIPTION

Alas, 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 number of fraudsters snatching cash from unsuspecting organizations across the country. Unfortunately, every company is at risk and businesses do not have the same fraud protections as individuals. If you don't report the thefts within 48 hours, you will probably end up eating the losses which can be substantial. Those who think they're protected because they don't make electronic payments or because they use positive pay are flat out wrong. What's worse, it's not just the big guys who are getting hit. The crooks are also targeting smaller mid-sized companies, municipalities, schools, and not-for-profits. Avoiding electronic payments (ACH) is not the answer. You are still at risk; this is the fastest-growing payment fraud. But you can protect your company if you take the right steps. Please join us for this 60-fast paced minute session with an industry expert, AP Nows Mary S. Schaeffer. It contains expert advice about all the latest electronic payment frauds.

Topics include:
  • How big a problem electronic fraud is.
  • A description of how each of the electronic payment frauds can happen.
  • A dialogue of best practices that will prevent each of these frauds.
  • A discussion of some bank products that help stop electronic payment fraud.
  • An overall discussion of practices every organization should use to protect against payment fraud.

Learning Objectives:

After reading the course material, you will be able to:

  • Identify the types of ACH payments;
  • Differentiate between the many different types of ACH payment fraud, including the two fastest-growing types;
  • Navigate around the limited legal protections from your bank;
  • Instruct your bank to use certain products to protect your company; and
  • Implement best payment process practices that affect ACH payments to protect your organization.

Who Should Attend:
  • All Certified Public Accountants (CPAs)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA

$19.00 each Add to cart

Rules for CPAs

  • Credits:  2
  • Format: Interactive Self Study Video-
  • Field of Study: Accounting | Auditing
  • Author/Speaker: Davis Jackson
*Content Preview
Available Formats:
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding of Accountancy
Course ID:DJ-108.23-SV
Published Date:Registered for 2023
COURSE DESCRIPTION

With 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 regulations affecting their daily functions and professional responsibilities. This course will consider several areas of accounting and auditing guidance and resources.

The FASBs 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 proper accounting standards.

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 of the Private Company Council and the guidance issued by the Council will also be outlined.

Who Should Attend:
  • All Certified Public Accountants (CPAs)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA



Business | Industry

Click the icon for detailed course description and information.

Courses are listed in Alphabetical order


$19.00 each Add to cart

Accountants Wanted

  • Credits:  2
  • Format: Interactive Self Study Video-
  • Field of Study: -Business Management-
  • Author/Speaker: Davis Jackson
*Content Preview
Available Formats:
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding of Management
Course ID:DJ-105.23-SV
Published Date:Registered for 2023
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). In addition, in response to recent accounting scandals, new Federal legislation restricts the non-auditing services that public accountants can provide to clients.

If an accounting firm audits a clients 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 a tax shelter. This requires the client in most cases to hire two separate firms to handle their annual accounting and financial services needs.

Topics include:
  • This course will review some of the causes and effects of the increasing demand for accountants.
  • We will then review some of the steps that you and your firm can take to retain quality accountants and avoid the risk of accountant turnover within your organizations.

Learning Objectives:

After reading the course material, you will be able to:

  • Recognize the causes of the increased demand for accounting and financial personnel
  • Identify with the effects of the increasing demand
  • List what you can do within your organization to improve your chances of retaining quality accountants

Who Should Attend:
  • All Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA


$9.00 each Add to cart

Creating Value

  • Credits:  1
  • Format: Interactive Self Study Video-
  • Field of Study: -Business Management- | Organization
  • Author/Speaker: Frank Castillo

*Content Preview
Available Formats:
Advanced Preparation:None
Experience Level:Basic
Program Prerequisites:None
Course ID:FC-105.23-SV
Published Date:Registered for 2023

COURSE DESCRIPTION

Value! 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? Well discuss ways a CPA and their firm can recalibrate their practice to deliver on client needs and expectations during this session.

Learning Objectives:

After reading the course material, you will be able to:

  • Recall the advantages of a value billing approach.
  • Identify ways CPAs can strengthen their relationships with clients.
  • Recall detailed steps CPAs should take to implement a value-based system for providing clients services.

Who Should Attend:
  • All Certified Public Accountants (CPAs)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA



$19.00 each Add to cart

Disaster Plan Development

  • Credits:  2
  • Format: Interactive Self Study Video-
  • Field of Study: -Business Management-
  • Author/Speaker: Davis Jackson
*Content Preview
Available Formats:
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding of Business Management
Course ID:DJ-107.23-SV
Published Date:Registered for 2023
COURSE DESCRIPTION

Ensuring the business continuity, and the continuation of critical business operations in the event of an unforeseeable disaster is a chief responsibility of an organizations management team including its financial officer or external CPA. According to Kit Tuveson, chairman of the International Facility Management Association and worldwide facility operations manager for Hewlett-Packard in San Francisco, only 40% of the companies that experience a disastrous event, at their place of business will ever open their doors again. In addition, a study developed by the University of Minnesota found that the average company which was put out of business for as little as four and a half days experienced up to a 50% loss in its capacity to operate.

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 should be even more inclined than the larger companies because they are more likely to have all their eggs in one basket. For example, the smaller company commonly has only one work location, a limited number of employees, all of their assets stored at one location, etc.

Topics include:
  • This course will introduce you to the process of developing, communicating, and testing a disaster recovery plan to avoid this potential pitfall and ensure the continuation of critical business operations in the case of an unforeseeable
    event.
  • Throughout this course, the term disaster shall mean any unforeseeable event which has the potential ability to cause an interruption in the normal business operations of an organization. This would include natural disastrous events such as fire, flood, hurricane, earthquake, tornado, etc. in addition to electrical power failure, communication system malfunction, information system crashes, etc.
  • We will begin by taking a look at a mock scenario of a company that experiences a flood during the normal course of a day. This company does not have a disaster plan in place and as a result, experiences a huge loss both financially and emotionally.
  • You will then be introduced to some of the processes and procedures that this mock company and your company or clients can utilize to ensure the continuation of critical business operations in the event of an unforeseeable disaster to reduce your financial and emotional risk.
  • This course will then revisit the mock scenario under the assumption that the company did have a disaster plan implemented when the flooding took place and compare the resulting damages imposed by the event.
  • Finally, you will be provided with additional resources that you may choose to utilize when developing your disaster plans and a glossary of some of the more common disaster recovery terms.

Who Should Attend:
  • All Certified Public Accountants (CPAs)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA


$39.00 each Add to cart

Planning and Compliance for Complex Transactions for Business Owners

  • Credits:  4
  • Format: Interactive Self Study Video-
  • Field of Study: -Business Management-
  • Author/Speaker: Art Werner
*Content Preview
Available Formats:
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding of Business Ownership
Course ID:WR-353.23-SV
Published Date:Registered for 2023
***Special Note: This course does not qualify for IRS Reporting!***
COURSE DESCRIPTION

Every 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 application of old law to new circumstances. All the sort of things we cover in this advanced-level program.

Highlights include:
  • Federal income tax consequences of:
  • Insolvency Code Section 108 and Bankruptcy Code
  • Late elections Regulation 301.9100-2 and 3
  • Change in Accounting methods Code Section 446 and 481
  • Net Operating Loss calculation, carryovers, and limitation Code Sections 172, and 382

Who Should Attend:
  • All Certified Public Accountants (CPAs)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA



Federal Tax | Tax Planning

Click the icon for detailed course description and information.

Courses are listed in Alphabetical order


$19.00 each Add to cart

Accounting for Income Taxes

  • Credits:  2
  • Format: Interactive Self-Study Video-
  • Field of Study: -Federal Tax Update-
  • Author/Speaker: Sam Monastra
*Content Preview
Available Formats:
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding of Taxation
Course ID:EWTFM-U-01860-22-S | 6233-CE-0574 | SM-107.23-SV
Published Date:Registered for 2023
COURSE DESCRIPTION

Corporations must file an income tax return following the guidelines developed by the IRS. Since GAAP and tax regulations differ in several ways, so frequently do pretax financial income and taxable income. Consequently, the amount
that a company reports as a tax expense will vary from the amount of taxes payable to the IRS.

This course covers the basic guidelines companies must follow in reporting income taxes and the disclosure requirement associated with deferred taxes, reviewing some of the concepts and items discussed in ASC 740, Income Taxes.

Who Should Attend:
  • All Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA
IRS
CTEC

$39.00 each Add to cart

Advising the Individual Taxpayer with Complex Tax Affairs

  • Credits:  4
  • Format: Interactive Self Study Video-
  • Field of Study: -Federal Tax Law-
  • Author/Speaker: Art Werner
*Content Preview
Available Formats:
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding of Taxation
Course ID:EWTFM-T-01861-22-O | 6233-CE-0575 | WR-354.23-SV
Published Date:Registered for 2023
COURSE DESCRIPTION

This 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 families.

Highlights include:
  • Be prepared to discuss popular tax shelters, explaining why one works and another does not. In addition to COVID 19 compliance, and understanding phase-in, phase-out limitations on high-income individuals, some planning ideas. What are some safe tax shelters often overlooked?
  • Taking advantage of various opportunities for income tax deferral
  • Income splitting
  • Section 1202 Stock
  • Cash gifts to Uniform Gift to Minors accounts
  • Qualifying children for IRA accounts
  • Building cash values in Life Insurance policies
  • GRITS, GRATS, and CRUTS and why they are not popular right now

Who Should Attend:
  • All Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA
IRS
CTEC

$9.00 each Add to cart

All New Basis Consistency Regulations and IRS Form 8971

  • Credits:  1
  • Format: Interactive Self Study Video-
  • Field of Study: -Federal Tax Law-
  • Author/Speaker: Bradley Burnett
*Content Preview
Available Formats:
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding of Taxation
Course ID:EWTFM-T-01862-22-O | 6233-CE-0576 | BB-201.23-SV
Published Date:Registered for 2023
COURSE DESCRIPTION

Breaking 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 beneficiarys 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 form IRS requires an estate to complete to report the basis of inherited assets to (IRS and) beneficiaries. Penalties for non-compliance can be financially disastrous.

Where is all of this coming from? The Highway Funding Bill (P.L. 114-41) created basis mania with 3 new statutes:

  • New IRC 1014(f) Heirs must use the estate tax value of assets received from an estate as their income tax basis.
  • New IRC 6035 Executors must report the estate tax value of assets to IRS and heirs.
  • IRC 6501 the 6-year statute of limitations (on assessment) expanded to apply where the overstatement of asset basis omits more than 25% of gross income stated on return IRS issued Form 8971 and prop/temp regs in response. Theres a whole lot to it that meets the eye and some unanswered questions to boot.

Topics include:
  • Highway Funding Bill Basis Mania
  • 6501 Extension of 6 Year Statute of Limitations to Basis Overstatements
  • New IRC 1014(f) Basis Consistency Requirement
  • New IRC 6035 Basis Reporting to IRS and Heirs
  • Congress Blocks the Trick Play
  • Treasury Response Proposed and Temp Regs
  • Form 8971
  • Basis Consistency - Penalties for Non-Compliance
  • Zero Basis Rule
  • Later Adjustments to Value
  • Subsequent Transfers
  • Consistent Basis and Form 8971 Future Outlook

Learning Objectives:

After reading the course material, you will be able to:

  • To enlighten as to how Congress has mandated basis consistency in a broad variety of contexts, including how the 3-year period of limitations for tax assessment is extended to 6 years, as well as the basis of assets inherited by beneficiaries.
  • To explore the timing and detail of the new IRS Form 8971 and the devastating consequences of failure to comply with the vast array of Congress, Treasury, and IRSs new rules.

Who Should Attend:
  • All Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA
IRS
CTEC

$9.00 each Add to cart

An Introduction to Self-Directed Solo 401ks

  • Credits:  1
  • Format: Interactive Self Study Video-
  • Field of Study: -Federal Tax Law-
  • Author/Speaker: Whitney Nash
*Content Preview
Available Formats:
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding of Self Directed 401(k)s
Course ID:EWTFM-T-01863-22-O | 6233-CE-0577 | WN-201.23-SV
Published Date:Registered for 2023
COURSE DESCRIPTION

This 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 when a client might benefit from adopting a plan, gain solid background knowledge to answer clients most common questions, and learn about important information regarding applicable tax implications and filing requirements.

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 one of the best, cost-effective, and tax-efficient optimization strategies available for them.

Learning Objectives:

After reading the course material, you will be able to:

  • Gain an understanding of the Self-Directed Solo 401Ks eligibility requirements, contribution limits, investment options, features, and provisions.
  • Discover tax-planning opportunities that can help your clients have a tax-efficient and compliant savings strategy for today and in retirement.
  • Learn the pitfalls that could result in adverse tax consequences and penalties.
  • Obtain important tax filing information and learn about the reporting requirements for the plan.

Website for Hyperlinking:

www.nashionalsd.com

Who Should Attend:
  • All Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA
IRS
CTEC

$19.00 each Add to cart

Buying Selling or Gifting a Business Creatively

  • Credits:  2
  • Format: Interactive Self Study Video-
  • Field of Study: -Federal Tax Update-
  • Author/Speaker: Art Werner

*Content Preview
Available Formats:
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding of Taxes
Course ID:EWTFM-U-01867-22-S | 6233-CE-0581 | WR-364.23-SV
Published Date:Registered for 2023
COURSE DESCRIPTION

In 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 many unique business planning tools, this course explores the entrance and exit strategies available to business owners.

Who Should Attend:
  • All Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA
IRS
CTEC

$19.00 each Add to cart

Children of All Ages Comprehensive Planning Techniques

  • Credits:  2
  • Format: Interactive Self Study Video-
  • Field of Study: -Federal Tax Update-
  • Author/Speaker: Shelli Huston
*Content Preview
Available Formats:
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding of Taxation
Course ID:EWTFM-U-01865-22-O | 6233-CE-0579 | SH-210.23-SV
Published Date:Registered for 2023
COURSE DESCRIPTION

What 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 factors such as age, school, are the parents married or divorced, who is supporting them, are they claiming themselves, emancipated. During this course, we will look at what qualifies a child under the new TCJA and how it will impact your tax return.

Topics include:
  • Who are the children of today?
  • Form 8332
  • Definition of a Qualified Child
  • Support Test
  • Credits
  • Kiddie Tax
  • Gift Tax
  • Working Children
  • Retirement for a Child
  • Health Insurance

Who Should Attend:
  • All Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA
IRS
CTEC

$19.00 each Add to cart

COVID-Related Tax Relief Act of 2021

  • Credits:  2
  • Format: Interactive Self Study Video-
  • Field of Study: -Federal Tax Update-
  • Author/Speaker: MaryJane Hourani
*Content Preview
Available Formats:
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding of Taxation
Course ID:EWTFM-U-01866-22-O | CTEC: 6233-CE-0580 | MJH-423.23-SV
Published Date:Registered for 2023
COURSE DESCRIPTION

This 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:
  • Loans and Grants
  • PPP Loan Forgiveness
  • Taxation of Loans and Grants
  • Expense Restrictions of PPP Loans Forgiveness
  • Casualty Loss Update

Learning Objectives:

After reading the course material, you will be able to:

  • Review the funding options provided under the CARES Act
  • Differentiate between the loans and grants
  • Discuss the loan forgiveness process
  • Determine the taxation of loans and grants
  • Understand the restrictions on expenses of the loans and the impact on Partner/Shareholder Basis
  • Discuss changes to Employee Retention Credit under the COVID-related Tax Relief Act of 2020
  • Review changes in Casualty Loss Rules

Who Should Attend:
  • All Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA
IRS
CTEC

$9.00 each Add to cart

Currently Not Collectible

  • Credits:  1
  • Format: Interactive Self Study Video-
  • Field of Study: -Federal Tax Update-
  • Author/Speaker: Charles Montecino
*Content Preview
Available Formats:
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding of Taxation
Course ID:EWTFM-U-01869-22-O | 6233-CE-0583 | CM-201.23-SV
Published Date:© May 2020
COURSE DESCRIPTION

There 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, they may place the account in Currently Not Collectible status. In this course, were going to learn what currently not collectible (CNC) means, who is eligible, and what the process is to get this status.

Topics include:
  • Who is Eligible
  • What is the Process
  • Documents to Submit
  • Completed Sample Forms
  • What Happens Next

Learning Objectives:

After reading the course material, you will be able to:

  • Determine Eligibility.
  • Identify forms required for submission.
  • Familiarize yourself with the different forms used in filing.
  • Provide sound advice to your clients and set expectations.

Who Should Attend:
  • All Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA
IRS
CTEC

$19.00 each Add to cart

Employee Retention Credit (ERC)

  • Credits:  2
  • Format: Interactive Self Study Video-
  • Field of Study: -Federal Tax Update-
  • Author/Speaker: MaryJane Hourani
*Content Preview
Available Formats:
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding of Taxation
Course ID:EWTFM-U-01870-22-S | 6233-CE-0584 | MJH-427.23-SV
Published Date:Registered for 2023
COURSE DESCRIPTION

The 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 Rescue Plan Act of 2021. The course hopes to be a practical guide to interpreting the above Acts as well as guidance in IRS Notice 2021-20 and IRS Notice 2021-23.

Learning Objectives:

After reading the course material, you will be able to:

  • Identify who is a Qualified Employer.
  • Identify who are Qualified Employees.
  • Discuss the qualifying factors of the Employee Retention Credit.
  • Analyze the different parameters of each Act.
  • Describe the procedures for claiming the Employee Retention Credit.
  • Describe how to amend payroll tax returns to claim the Employee Retention Credit.

Who Should Attend:
  • All Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA
IRS
CTEC
$39.00 each Add to cart

Form 1041 Everything You Never Wanted to Know

  • Credits:  4
  • Format: Interactive Self Study Video-
  • Field of Study: -Federal Tax Law-
  • Author/Speaker: Art Werner
*Content Preview
Available Formats:
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding of Taxation
Course ID:EWTFM-T-02140-23-S | 6233-CE-0854 | WR-352.23-SV
Published Date:Registered for 2023
COURSE DESCRIPTION

Certain 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 well as the basics of fiduciary income tax compliance

Topics include:
  • Introduction Definitions
  • The Basics of Compliance
  • Subchapter J of the internal revenue code
  • Compliance
  • Advanced Issues

Learning Objectives:

After reading the course material, you will be able to:

  • Define Estate for state purposes
  • Define Estate for Federal Purposes
  • Define Probate
  • Define Executor
  • Define Trusts
  • State when to file form 1040
  • State the tax considerations in trusts
  • Identify the 1041 Tax rate schedule
  • Identify the benefits of an 645 Election
  • State the charitable issues
  • Determine the Mechanical calculation of DNI

Who Should Attend:
  • All Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA
IRS
CTEC

$19.00 each Add to cart

Fundamentals of Income Taxation

  • Credits:  2
  • Format: Interactive Self Study Video-
  • Field of Study: -Federal Tax Law-
  • Author/Speaker: Allison McLeod
*Content Preview
Available Formats:
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding of Taxation
Course ID:EWTFM-T-02105-23-S | 6233-CE-0819 | AM-108.23-SV
Published Date:Registered for 2023
COURSE DESCRIPTION

Please 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 for CPAs, CFPs, EAs, and other tax preparers.

Learning Objectives:

After reading the course material, you will be able to:

  • Identify how the federal income tax differs from other types of federal taxes.
  • Determine the steps in computing a taxpayer's federal income tax liability.
  • Differentiate tax consequences for terms commonly used for the federal income tax, such as "adjusted gross income," qualifying child, tax credits, filing status, and kiddie tax.
  • Recognize how an individual's standard deduction is determined.
  • Explain differences in the tax for ordinary income, capital gains, and qualified dividend income.
  • Discuss the difference between the cash and accrual method, and the correct period in which taxpayers must recognize income and/or deductions.
  • Identify deadlines for filing income tax returns and estimated taxes and how to obtain an extension of time for filing a return.

Who Should Attend:
  • All Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA
IRS
CTEC

$49.00 each Add to cart

Individual Tax (The Basics)

  • Credits:  5
  • Format: Interactive Self Study Video-
  • Field of Study: -Federal Tax Update-
  • Author/Speaker: Mary Jane Hourani
*Content Preview
Available Formats:
Advanced Preparation:None
Experience Level:Overview
Program Prerequisites:General Understanding Taxes
Course ID:EWTFM-U-02141-23-S | 6233-CE-0855 | MJH-425.23-SV
Published Date:Registered for 2023

COURSE DESCRIPTION

This 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:

  • Determine Preparer Rules and Responsibilities
  • Be familiar with tax-specific terminology.
  • Establish a taxpayers filing requirements and status.
  • Determine who is eligible to be claimed as a dependent.
  • Recognize and report different types of income and adjustments to income.
  • Understand legislation passed in response to COVID-19 Pandemic affecting taxpayers.
  • Compare itemized deductions and the standard deduction.
  • Describe several nonrefundable and refundable income tax credits.
  • Determine documents required for EITC Due Diligence.
  • Understand Confidentiality, Privacy, and Disclosure Policies.

Who Should Attend:
  • All Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA
IRS
CTEC

$9.00 each Add to cart

Information Security Basic Safeguards for Practitioners

  • Credits:  1
  • Format: Interactive Self Study Video-
  • Field of Study: -Federal Tax Law-
  • Author/Speaker: Andrew Clark

*Content Preview
Available Formats:
Advanced Preparation:None
Experience Level:Basic
Program Prerequisites:General Understanding of Security
Course ID:EWTFM-T-02009-22-S | 6233-CE-0738 | AC-964.23-SV
Published Date:Registered for 2023
COURSE DESCRIPTION

All 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 of their most highly desired targets. Cybercriminals desire the client data of all CPAs and tax practitioners. If these cybercriminals can successfully obtain the client information of CPAs and tax practitioners, they can file fraudulent tax returns for refunds, or commit identity theft. As a result, all CPAs and tax practitioners must protect their clients information by protecting their computers, and networks, and taking some simple safety approaches. This course will define information security, describe the numerous types of threats that exist today and define how to protect your computer systems and networks to keep client data safe.

Learning Objectives:

After reading the course material, you will be able to:

  • Define identity theft and identify how identity theft happens
  • Recognize how CPAs and Tax Professionals are being targeted by cybercriminals
  • Recognize the importance of encrypting client data
  • Identify the importance of creating internal controls and a security plan to protect client data
  • Recognize the actions that must be taken in the event of a breach of sensitive client identity data

Who Should Attend:
  • All Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Other Tax Return Preparer (OTRP)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
NASBA


$19.00 each Add to cart

International Cross-Border Transactions

  • Credits:  2
  • Format: Interactive Self Study Video-
  • Field of Study: -Federal Tax Law-
  • Author/Speaker: Allison McLeod

*Content Preview
Available Formats:
Advanced Preparation:None
Experience Level:Basic
Program Prerequisites:General Understanding of International Transactions
Course ID:EWTFM-T-02142-23-O | 6233-CE-0856 | AM-106.23-SV
Published Date:Registered for 2023
COURSE DESCRIPTION

Please 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 entity's effective tax rate. Other issues, such as documentation and IRS audit risk will also be covered. These rules will be illustrated by a hypothetical US-Canada transaction.

Learning Objectives:

After reading the course material, you will be able to:

  • Identify a cross-border transaction and be able to discuss potential implications.
  • Determine potential audit risks involved with cross-border transactions.
  • Explain the role of a competent authority, advanced pricing agreements, and other alternative methods in reducing audit risk.
  • Understand the types of contemporaneous documentation needed.
  • Apply these principles to decrease an entitys effective tax rate.

    Who Should Attend:
    • All Certified Public Accountants (CPAs)
    • Enrolled Agents (EAs)
    • Other Tax Return Preparer (OTRP)

    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
    NASBA
    IRS
    CTEC
    $19.00 each Add to cart

    International Tax Treaties

    • Credits:  2
    • Format: Interactive Self Study Video-
    • Field of Study: -Federal Tax Law-
    • Author/Speaker: Allison McLeod
    *Content Preview
    Available Formats:
    Advanced Preparation:None
    Experience Level:Basic
    Program Prerequisites:General Understanding of International Tax
    Course ID:EWTFM-T-02147-23-S | 6233-CE-0860 | AM-105.23-SV
    Published Date:Registered for 2023
    COURSE DESCRIPTION

    This 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 the purpose of the tax treaties in avoiding and eliminating double taxation to promote trade and investment. The participant will learn about planning opportunities to contemplate when structuring foreign operations.

    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 operations and issues. All in-house and public practice professionals involved with international tax compliance and planning will benefit from this timely and insightful seminar.

    Learning Objectives:

    After reading the course material, you will be able to:

    • Be able to discuss common treaty provisions in the US Model Treaty.
    • Understand typical reduced withholding rates on dividends, interest, and royalties.
    • Describe the purpose of income tax treaties in the tax regimes of countries.
    • Acquire a better understanding of the international tax environment.
    • Recognize qualifications for a permanent establishment
    • Describe the rules by which a taxpayer must disclose a tax position to the IRS for claiming treaty benefits that conflict with the IRC.
    • Ascertain mutual agreement procedures between the taxing authorities of two treaty countries in cases of double taxation.
    • Recognize when a company/citizen would need to file Form W8-BEN with the IRS to claim treaty benefits for US tax withholding.

    Who Should Attend:
    • All Certified Public Accountants (CPAs)
    • Enrolled Agents (EAs)
    • Other Tax Return Preparer (OTRP)

    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
    NASBA
    IRS
    CTEC
    $19.00 each Add to cart

    Navigating the New Schedules K-2 and K-3

    • Credits:  2
    • Format: Interactive Self Study Video-
    • Field of Study: -Federal Tax Law-
    • Author/Speaker: Mary Jane Hourani
    *Content Preview
    Available Formats:
    Advanced Preparation:None
    Experience Level:Basic
    Program Prerequisites:General Understanding of Taxation
    Course ID:EWTFM-T-01941-22-S | 6233-CE-0704 | MJH-430.23-SV
    Published Date:Registered for 2023
    COURSE DESCRIPTION

    This 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 hopes to clarify the filing requirements with updated guidance. Additionally, this course will discuss all eleven (11) parts of the form.

    Learning Objectives:

    After reading the course material, you will be able to:

    • Outline Schedule K-2 for Partnerships and S Corporations
    • Describe the filing requirements and penalty relief
    • Explain the recent guidance provided by the IRS
    • Highlight changes to Schedule K-2 and Schedule K-3

    Who Should Attend:
    • All Certified Public Accountants (CPAs)
    • Enrolled Agents (EAs)
    • Other Tax Return Preparer (OTRP)

    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
    NASBA
    IRS
    CTEC

    $19.00 each Add to cart

    Offer in Compromise Settle Tax Debts for Less Than What Is Owed

    • Credits:  2
    • Format: Interactive Self Study Video-
    • Field of Study: -Federal Tax Update-
    • Author/Speaker: Charles Montecino
    *Content Preview
    Available Formats:
    Advanced Preparation:None
    Experience Level:Overview
    Program Prerequisites:General Understanding of Taxation
    Course ID:EWTFM-U-01882-22-O | 6233-CE-0597 | CM-200.23-SV
    Published Date:Registered for 2023
    COURSE DESCRIPTION

    The 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 dont have a bank account. By not working on the books the IRS cant garnish their paycheck or levy their self-employed income. If they have a regular job they leave and find another one as soon as the IRS garnishes their paycheck. By not having a bank account the IRS cant levy their bank accounts. In many instances, they also have no assets in their name that could have a Federal Tax Lien filed against it. Through this program, they can come clean and settle their tax debts, reestablish their credit, and get the trauma out of their life.

    Topics include:
    • Effective Tax Administration
    • Doubt as to Liability
    • Doubt as to Collectability

    Learning Objectives:

    After reading the course material, you will be able to:

    • Identify the three types of offers
    • Determine which offer best serves your client
    • Familiarize yourself with the different forms used in filing

    Who Should Attend:
    • All Certified Public Accountants (CPAs)
    • Enrolled Agents (EAs)
    • Other Tax Return Preparer (OTRP)

    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
    NASBA
    IRS
    CTEC
    $19.00 each Add to cart

    Overview of Schedule C

    • Credits:  2
    • Format: Interactive Self Study Video-
    • Field of Study: -Federal Tax Law-
    • Author/Speaker: Allison McLeod
    *Content Preview
    Available Formats:
    Advanced Preparation:None
    Experience Level:Basic
    Program Prerequisites:General Understanding of Taxation
    Course ID:EWTFM-U-01882-22-S | AM-109.23-SV
    Published Date:Registered for 2023
    COURSE DESCRIPTION

    Many 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 is ideal for CPAs, EAs, or other tax professionals.

    INCLUDES UPDATES FROM THE TCTDR ACT (PASSED 12/27/2020)

    Learning Objectives:

    After reading the course material, you will be able to:

    • Identify the appropriate taxpayers who should be filing Schedule C.
    • Discuss the difference between the cash and accrual method, and the correct period in which taxpayers must recognize income and/or deductions.
    • Develop a working knowledge of related issues, such as reporting the deduction of self-employed health insurance, employment taxes, home office deductions, and proper
      reporting of employee/independent contractor salaries and retirement contributions.
    • Discuss types of typical deductions, such as advertising, utilities, supplies, etc.
    • Determine the methods of deducting the cost of a company car.
    • Be able to apply the rules, such as Section 179 or bonus depreciation, which permit the immediate expensing of some or all of the cost of certain assets.

    Who Should Attend:
    • All Certified Public Accountants (CPAs)
    • Enrolled Agents (EAs)
    • Other Tax Return Preparer (OTRP)

    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
    NASBA
    IRS
    CTEC
    $19.00 each Add to cart

    Post Mortem Estate Planning Primer

    • Credits:  2
    • Format: Interactive Self Study Video-
    • Field of Study: -Federal Tax Law-
    • Author/Speaker: Art Werner

    *Content Preview
    Available Formats:
    Advanced Preparation:None
    Experience Level:Overview
    Program Prerequisites:General Understanding of Taxation
    Course ID:EWTFM-T-01868-22-S | 6233-CE-0582 | WR-365.23-SV
    Published Date:Registered for 2023
    COURSE DESCRIPTION

    People 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, the family, and the finances. Planning at this point is too late, other than funeral arrangements. Your clients will be less focused during times of loss and grieving and may want to push things off for later.

    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 should be discussing with their clients now. Not Later.

    Learning Objectives:

    After reading the course material, you will be able to:

    • Identify Post Mortem Opportunities on the Final Form 1040
    • Identify Post Mortem Opportunities on the Estate Income Tax Returns Form 1041
    • Define Executor responsibility
    • Prepare Post Mortem Estate Tax Elections Form 706
    • Understand the reasoning for using Alternate Evaluation Dates
    • Define the requirements for Qualified Terminable Interest Property (QTIP)
    • Define the requirements for Qualified Domestic Trust (QDOT) Election
    • Identify the rules for Resident Alien Spouses
    • Define Special Use Valuation [IRC 2032(A)]
    • State the purpose and use of Portability Election [IRC 2010(c)]

    Who Should Attend:
    • All Certified Public Accountants (CPAs)
    • Enrolled Agents (EAs)
    • Other Tax Return Preparer (OTRP)

    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
    NASBA
    IRS
    CTEC
    $19.00 each Add to cart

    Qualified Plans, IRAs, and Related Issues

    • Credits:  2
    • Format: Interactive Self Study Video-
    • Field of Study: -Federal Tax Law-
    • Author/Speaker: Art Werner | Anthony Rocca
    Available Formats:
    Advanced Preparation:None
    Experience Level:Overview
    Program Prerequisites:Basic Understanding of Taxation, Financial Planning, and Estate Planning
    Course ID:EWTFM-T-01908-22-S | 6233-CE-0680 |WR-368.22-SV
    Published Date:© July 2021
    COURSE DESCRIPTION

    It appears that there will be a multitude of tax law changes in 2021. Practitioners need to be aware of any potential changes so that they may advise their clients accordingly. Now is the time to contemplate potential changes as well
    as develop strategies so that your client can successfully deal with these potential changes in the law. This course provides the practitioner with ideas to help a client “roll with the punches”!

    Topics include:
    • Income shifting strategies
    • Installment sale strategies
    • Proper use of an ESBT
    • Proper use of a QSST
    • Strategy changes using a Charitable Remainder Trust
    • Strategy changes using a Charitable Lead Trust
    • Strategy changes using a Family Limited Partnership
    • Qualified Small Business Trust issues
    • Portability issues
    • GST issues
    • Strategy changes using a GRAT
    • Strategy changes using an Intentionally Defective Grantor Trust (IDGT)
    • Strategy changes using a Domestic Asset Protection Trust

    Learning Objectives:

    After reading the course material, you will be able to:

    • At the end of this course, the student will be able to both understand potential tax law changes and be able to assist a client in creating successful strategies to deal with such potential changes

    Who Should Attend:
    • All Certified Public Accountants (CPAs)
    • Enrolled Agents (EAs)
    • Other Tax Return Preparer (OTRP)

    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
    NASBA
    IRS
    CTEC

    $19.00 each Add to cart

    Reasonable Compensation

    • Credits:  2
    • Format: Interactive Self Study Video-
    • Field of Study: -Federal Tax Law-
    • Author/Speaker: Mary Jane Hourani
    *Content Preview
    Available Formats:
    Advanced Preparation:None
    Experience Level:Overview
    Program Prerequisites:General Understanding Taxes
    Course ID:EWTFM-T-01888-22-S | 6233-CE-0601 | MJH-426.23-SV
    Published Date:Registered for 2023

    COURSE DESCRIPTION

    This 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 it, as well as other facts and circumstances to advise taxpayers accordingly. This seminar will also look at strategies practitioners may use when representing taxpayers before the Internal Revenue Service to defend the Officer's Reasonable Compensation amount taken in any given year.

    Course Objectives:

    After reading the course material, you will be able to:

    • Define what Reasonable Compensation is and who is required to receive it.
    • Associate Accountable Plan requirements to Reasonable Compensation.
    • Understand criteria set forth by the courts.
    • Review methods used by the IRS when auditing Reasonable Compensation.
    • Analyze approaches used in defending the amount of Reasonable Compensation.

    Who Should Attend:
    • All Certified Public Accountants (CPAs)
    • Enrolled Agents (EAs)
    • Other Tax Return Preparer (OTRP)

    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
    NASBA
    IRS
    CTEC
    CFP
    $19.00 each Add to cart

    Schedule K-1 What is it and what do I do with it?

    • Credits:  2
    • Format: Interactive Self Study Video-
    • Field of Study: -Federal Tax Law-
    • Author/Speaker: Mary Jane Hourani
    *Content Preview
    Available Formats:
    Advanced Preparation:None
    Experience Level:Overview
    Program Prerequisites:General Understanding of Taxation
    Course ID:EWTFM-T-01889-22-S | 6233-CE-0604 | MJH-428.23-SV
    Published Date:Registered for 2023
    COURSE DESCRIPTION

    This 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 them on the Individual Income Tax Form 1040. QBI, Qualified Business Income Deduction, will be covered along with the reporting criteria. Discussion of relevant basis and loss limitations will also be addressed in this seminar as well.

    Learning Objectives:

    After reading the course material, you will be able to:

    • Define what a Schedule K-1 is.
    • Distinguish the differences between Schedule K-1 received from different entities.
    • Outline the application of Basis Limitation, Loss Limitations, and Material Participation.
    • Compare and Examine several case studies.
    • Review the integration with the QBI (Qualified Business Income Deduction).
    • Highlight proposed 2021 changes to Schedule K-2 and Schedule K-3.

    Who Should Attend:
    • All Certified Public Accountants (CPAs)
    • Enrolled Agents (EAs)
    • Other Tax Return Preparer (OTRP)

    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
    NASBA
    IRS
    CTEC
    $29.00 each Add to cart

    Tax Cuts and Jobs Act Business Tax Reform

    • Credits:  3
    • Format: Interactive Self Study Video-
    • Field of Study: -Federal Tax Law-
    • Author/Speaker: Andrew Clark
    *Content Preview
    Available Formats:
    Advanced Preparation:None
    Experience Level:Overview
    Program Prerequisites:General Understanding of Taxation
    Course ID:EWTFM-U-01883-22-O | 6233-CE-0606 | AC-966.23-SV
    Published Date:Registered for 2023
    COURSE DESCRIPTION

    The Tax Cuts and Jobs Act dramatically changed the U.S. Tax Code starting in the 2018 tax year.

    Topics include:
    • 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.

    Learning Objectives:

    After reading the course material, you will be able to:

    • Review the Business Tax Reform provisions and identify the provisions that have been changed, and the provisions that were not changed, with the implementation of the Tax Cuts and Jobs Act.
    • Identify the new modified corporate tax rates for tax years beginning December 31, 2017.
    • Recognize the new charitable contribution rules that apply to corporations.
    • Identify the effective date for all provisions in the Business Tax Reform section of the Tax Cuts and Jobs Act.

    Who Should Attend:
    • All Certified Public Accountants (CPAs)
    • Enrolled Agents (EAs)
    • Other Tax Return Preparer (OTRP)

    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
    NASBA
    IRS
    CTEC
    $29.00 each Add to cart

    Tax Cuts and Jobs Act Individual Tax Reform

    • Credits:  3
    • Format: Interactive Self Study Video-
    • Field of Study: -Federal Tax Law-
    • Author/Speaker: Andrew Clark
    *Content Preview
    Available Formats:
    Advanced Preparation:None
    Experience Level:Overview
    Program Prerequisites:General Understanding of Taxation
    Course ID:EWTFM-U-01885-22-O | 6233-CE-0607 | AC-948.23-SV
    Published Date:Registered for 2023
    COURSE DESCRIPTION

    The 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:
    • All Certified Public Accountants (CPAs)
    • Enrolled Agents (EAs)
    • Other Tax Return Preparer (OTRP)

    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
    NASBA
    IRS
    CTEC
    $19.00 each Add to cart

    Tax Implications of Cryptocurrency

    • Credits:  2
    • Format: Interactive Self Study Video-
    • Field of Study: -Federal Tax Law-
    • Author/Speaker: Allison McLeod
    *Content Preview
    Available Formats:
    Advanced Preparation:None
    Experience Level:Basic
    Program Prerequisites:Basic Understanding of Accountancy
    Course ID:EWTFM-T-01892-22 | 6233-CE-0608 | AM-104.23-SV
    Published Date:Registered for 2023
    COURSE DESCRIPTION

    This 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 uncertainty on reporting issues. This course will help the practitioner understand when a taxable transaction has occurred, what reports to file to satisfy IRS requirements, and identify tax traps for the unwary.

    Topics include:
    • Blockchain basics
    • Classification of cryptocurrency
    • IRS Notice 2014-12
    • Tax implications of airdrops, mining, hard forks, margin trading, purchasing of goods or services with cryptocurrency
    • Gift tax rules for donating, gifting, or bequeathing cryptocurrency
    • Traps for the unwary

    Learning Objectives:

    After reading the course material, you will be able to:

    • Discuss what constitutes blockchain and the various types of cryptocurrency it supports.
    • Determine whether a cryptocurrency transaction creates a taxable event.
    • Be able to identify the IRS forms needed to report cryptocurrency transactions.
    • Develop a working knowledge of possible reports due to other regulatory agencies.
    • Discuss the traps that cryptocurrency traders can encounter which could unexpectedly increase the traders tax liability.
    • Become knowledgeable of current enforcement actions employed by the IRS.
    Who Should Attend:
    • All Certified Public Accountants (CPAs)
    • Enrolled Agents (EAs)
    • Other Tax Return Preparer (OTRP)

    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
    NASBA
    IRS
    CTEC

    $19.00 each Add to cart

    Tax Planning Using Like-Kind Exchange Transactions Under Sec.1031

    • Credits:  2
    • Format: Interactive Self Study Video-
    • Field of Study: -Federal Tax Update-
    • Author/Speaker: Allison McLeod

    *Content Preview
    Available Formats:
    Advanced Preparation:None
    Experience Level:Basic
    Program Prerequisites:General Understanding of Taxes
    Course ID:EWTFM-U-02007-22-S | 6233-CE-0736 | AM-122.23-SV
    Published Date:Registered for 2023
    COURSE DESCRIPTION

    Please 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 a taxpayer can utilize qualified third-party intermediaries (QI), and tenancy-in-common structures including Delaware Statutory Trusts (DST). We will also explore creative solutions to sticky situations a taxpayer may find itself in obtaining replacement property. This course is ideal for CPAs, EAs, lawyers, real estate professionals, accountants, or other tax professionals.

    Learning Objectives:

    After reading the course material, you will be able to:

    • Determine whether an LKE can be used to defer taxes upon the sale of real property.
    • Know when it is appropriate to use a QI in effecting an LKE.
    • Define a DST and how it can be used in obtaining replacement property on a timely basis.
    • Become knowledgeable about ways to appropriately use the LKE structure in unusual situations.

    Who Should Attend:
    • All Certified Public Accountants (CPAs)
    • Enrolled Agents (EAs)
    • Tax Return Preparers (TRPs)

    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
    NASBA
    IRS
    CTEC
    $19.00 each Add to cart

    Tax Procedure

    • Credits:  2
    • Format: Interactive Self Study Video-
    • Field of Study: -Federal Tax Law-
    • Author/Speaker: Allison Mcleod

    *Content Preview
    Available Formats:
    Advanced Preparation:None
    Experience Level:Overview
    Program Prerequisites:General Understanding of Taxes
    Course ID:EWTFM-T-01894-22-S | 6233-CE-0609 | AM-115.23-SV
    Published Date:Registered for 2023
    COURSE DESCRIPTION

    This 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 concerning real-life stories from the trenches. This course is ideal for CPAs, EAs, or other tax professionals.

    Learning Objectives:

    After reading the course material, you will be able to:

    • Describe the audit process from the initial filing of the return to collections.
    • Determine the options available to taxpayers at each stage of the audit process.
    • Ascertain risk factors to consider in determining the best course of action for the client.
    • Apply the soft skills needed when interfacing with the IRS audit team to achieve the best possible result.

    Who Should Attend:
    • All Certified Public Accountants (CPAs)
    • Enrolled Agents (EAs)
    • Other Tax Return Preparer (OTRP)

    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
    NASBA
    IRS
    CTEC
    $19.00 each Add to cart

    Taxation of the Cannabis Industry

    • Credits:  2
    • Format: Interactive Self Study Video-
    • Field of Study: -Federal Tax Law-
    • Author/Speaker: MaryJane Hourani
    *Content Preview
    Available Formats:
    Advanced Preparation:None
    Experience Level:Overview
    Program Prerequisites:General Understanding of Taxation
    Course ID:EWTFM-T-01897-22-O | 6233-CE-0610 | MJH-420.23-SV
    Published Date:Registered for 2023
    COURSE DESCRIPTION

    This 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. Also discussed will be relevant Federal Case Law and some new legislative efforts affecting the industry.

    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:
    • Historical view of U.S. Taxation
    • Distinguish between Industrial Hemp and Marijuana
    • Review Income as defined by the I.R.C.
    • Apply restrictions and limitations of 280E
    • Examine the state marijuana laws
    • Discuss the challenges of cash-intensive business
    • Analyze Federal Court Cases

    Who Should Attend:
    • All Certified Public Accountants (CPAs)
    • Enrolled Agents (EAs)
    • Other Tax Return Preparer (OTRP)

    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
    NASBA
    IRS
    CTEC
    $9.00 each Add to cart

    TCJA Series How State Lines Impact Estate Tax and Financial Planning

    • Credits:  1
    • Format: Interactive Self Study Video-
    • Field of Study: -Federal Tax Update-
    • Author/Speaker: Art Werner
    *Content Preview
    Available Formats:
    Advanced Preparation:None
    Experience Level:Overview
    Program Prerequisites:General Understanding of Taxation
    Course ID:EWTFM-U-01906-22-O | 6233-CE-0612 | WR-335.23-SV
    Published Date:© June 2018
    COURSE DESCRIPTION

    The 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:
    • All Certified Public Accountants (CPAs)
    • Enrolled Agents (EAs)
    • Other Tax Return Preparer (OTRP)

    Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
    NASBA
    IRS
    CTEC
    $9.00 each Add to cart

    TCJA Series Understanding the New Pass-Through Entity Rules

    • Credits:  1
    • Format: Interactive Self Study Video-
    • Field of Study: -Federal Tax Update-
    • Author/Speaker: Art Werner
    *Content Preview
    Available Formats:
    Advanced Preparation:None
    Experience Level:Overview
    Program Prerequisites:General Understanding of Taxation
    Course ID:EWTFM-U-01907-22-O | 6233-CE-0613 | WR-337.23-SV
    Published Date:Registered for 2023
    COURSE DESCRIPTION

    The 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 and the effect on businesses.

    Topics include:
    • C Corporation Tax changes
    • Pass-Through Entities
    • Non-SSTB Calculations

      Who Should Attend:
      • All Certified Public Accountants (CPAs)
      • Enrolled Agents (EAs)
      • Other Tax Return Preparer (OTRP)

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA
      IRS
      CTEC
      $19.00 each Add to cart

      The ABCs of Advisory Services

      • Credits:  2
      • Format: Interactive Self Study Video-
      • Field of Study: -Federal Tax Law-
      • Author/Speaker: Art Werner

      *Content Preview
      Available Formats: 
       
       
       
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understanding 
      Course ID:EWTFM-T-01899-22-S | 6233-CE-0615 | WR-373.22-SV
      Published Date:© November 2021
      COURSE DESCRIPTION

      Over the next decade, the area of “Advisory Services” has the greatest potential for growth in your practice.  Complexities within your clients’ financial, estate, and asset protection plans coupled with the ever-changing Internal
      Revenue Code have created an opportunity for the CPA, the EA, and other advisors to expand their client offerings. This course provides the practitioner with the framework for practice expansion as well as an understanding of a
      variety of necessary issues and techniques.

      Topics include:
      • Understanding the concept of “Integrated Planning” (financial, estate, asset protection, and tax planning)
      • Changes in the landscape of a tax practitioner’s practice
      • The bridging of services
      • Getting started – Where do your clients fail?
      • Understanding the primary planning issues for all clients
      • Estate and Gift issues
      • Traps, pitfalls, and tips for planning
      • Practical steps in establishing a tax advisory and wealth management services practice
      • Domicile issues

      Learning Objectives:

      After reading the course material, you will be able to:

      • To provide an understanding of issues and techniques in all areas of planning that will allow the practitioner to expand their tax advisory and wealth management services practice

      Who Should Attend:
      • All Certified Public Accountants (CPAs)
      • Enrolled Agents (EAs)
      • Other Tax Return Preparer (OTRP)

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA
      IRS
      CTEC
      $19.00 each Add to cart

      The American Rescue Plan Act of 2021

      • Credits:  2
      • Format: Interactive Self Study Video-
      • Field of Study: -Federal Tax Update-
      • Author/Speaker: Art Werner
      *Content Preview
      Available Formats:
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understanding of Taxation
      Course ID:EWTFM-U-01898-22-O | 6233-CE-0616 | WR-362.23-SV
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      On 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:
      • An understanding of the tax law changes made by the American Rescue Plan Act of 2021.
      • An understanding of the stimulus and relief issues made by the American Rescue Plan Act of 2021.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)
      • Enrolled Agents (EAs)
      • Other Tax Return Preparer (OTRP)

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA
      IRS
      CTEC
      $19.00 each Add to cart

      The Essentials of Fringe Benefits Planning

      • Credits:  2
      • Format: Interactive Self Study Video-
      • Field of Study: -Federal Tax Law-
      • Author/Speaker: Art Werner
      *Content Preview
      Available Formats:
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understanding of Taxation
      Course ID:EWTFM-T-01903-22-S | 6233-CE-0617 | WR-366.23-SV
      Published Date:Registered for 2023

      COURSE DESCRIPTION

      Due 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 clients business and personal needs. There are a variety of tools and techniques to meet a clients fringe benefit planning objectives.

      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:
      • All Certified Public Accountants (CPAs)
      • Enrolled Agents (EAs)
      • Other Tax Return Preparer (OTRP)

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA
      IRS
      CTEC

      $19.00 each Add to cart

      The NEW Form 7203 and How to calculate Shareholder Basis

      • Credits:  2
      • Format: Interactive Self Study Video-
      • Field of Study:  -Federal Tax Law-
      • Author/Speaker: Mary Jane Hourani
      *Content Preview
      Available Formats:
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understanding of Taxation
      Course ID:EWTFM-T-01913-22-S | 6233-CE-0681 | MJH-429.23-SV
      Published Date:Registered for 2023

      COURSE DESCRIPTION

      Beginning 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 outside basis as well as debt basis so as to apply any loss limitations under I.R.C. 461 as well as at-risk limitations properly. This course will look at the mechanics of preparing the new Form 7203. Also discussed will be strategies of how to reconstruct shareholder basis when it has not been done in the past.

      Learning Objectives:

      After reading the course material, you will be able to:

      • Introduce Form 7203
      • Learn how to complete Form 7203
      • Discuss strategies to reconstruct Shareholder Basis
      • Review loss limitations of 461
      • Review at-risk rules and limitations

      Who Should Attend:
      • All Certified Public Accountants (CPAs)
      • Enrolled Agents (EAs)
      • Other Tax Return Preparer (OTRP)

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA
      IRS
      CTEC
      $9.00 each Add to cart

      The Nuts and Bolts of IRC Section 1031 Exchanges

      • Credits:  1
      • Format: Interactive Self Study Video-
      • Field of Study: -Federal Tax Update-
      • Author/Speaker: Shelli Huston
      *Content Preview
      Available Formats:
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understanding of Taxation
      Course ID:EWTFM-U-02138-23-S | 6233-CE-0852 | SH-208.23-SV
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      This course will break down the Section 1031 Exchange for the Internal Revenue code.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)
      • Enrolled Agents (EAs)
      • Other Tax Return Preparer (OTRP)

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA
      IRS
      CTEC
      $19.00 each Add to cart

      The Tax Practitioners Guide to Estate Administrations

      • Credits:  2
      • Format: Interactive Self Study Video-
      • Field of Study: -Federal Tax Law-
      • Author/Speaker: Art Werner
      *Content Preview
      Available Formats: 
       
       
       
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:Basic Understanding of Taxation
      Course ID:EWTFM-T-01900-22-S | 6233-CE-0680 | WR-367.22-SV
      Published Date:November 2022
      Course Description:

      The legal process of administering and distributing property (both real and personal) of a Decedent's Estate. For State purposes, it is a legal entity established at the instance of death to protect and to preserve all probate assets
      until the probate assets can be distributed to the individuals or entities having a beneficial interest therein For Federal purposes, it is the total of all assets owned or controlled by a decedent valued at their highest and best
      use (IRC "2031") Internal Revenue Code (Gross Estate) IRC "2033" includes in the gross estate all probate assets IRC "2034 " 2044 includes in the gross estate all non-probate assets "2034" Dower and courtesy rights "2035" Transfers
      in contemplation of death (3-year rule) "2036" Gratuitous transfers with a retained right to income or control of beneficial enjoyment "2037" Gratuitous transfers conditioned on surviving the decedent "2038" Gratuitous transfers
      with retained right to revoke "2039" - Annuities "2040" Jointly held property with the right of survivorship Between spouses Between non-spouses "2041" General Powers of Appointment "2042" Life Insurance the death benefit in which
      the decedent is insured and possesses an incidence of ownership "2044" Assets in a trust with respect to which a QTIP election was made by the estate of a prior spouse.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)
      • Enrolled Agents (EAs)
      • Tax Return Preparers (TRPs)

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA
      IRS
      CTEC

      Specialized Knowledge

      Click the icon for detailed course description and information.

      Courses are listed in Alphabetical order


      $9.00 each Add to cart

      How to Select a Fiduciary

      • Credits:  1
      • Format: Interactive Self Study Video-
      • Field of Study: -Specialized Knowledge-
      • Author/Speaker: Art Werner
      *Content Preview
      Available Formats:
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understanding of Management
      Course ID:WR-136.23-SV
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      During 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 why they may or may not agree with some of your recommendations as well as possibly lead you to more options after understanding their needs. Knowing your clients' background will help you address their needs and concerns so when you put a financial plan together with them or advise them of potential asset protections this may both you and your client will have a clearer understanding.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA


      $9.00 each Add to cart

      Planning for Disability

      • Credits:  1
      • Format: Interactive Self Study Video-
      • Field of Study: -Specialized Knowledge-
      • Author/Speaker: Art Werner
      *Content Preview
      Available Formats:
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understanding of Management
      Course ID:WR-132.23-SV
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      During 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 why they may or may not agree with some of your recommendations as well as possibly lead you to more options after understanding their needs.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA


      $9.00 each Add to cart

      Traps and Pitfalls in the Estate Planning Process

      • Credits:  1
      • Format: Interactive Self Study Video-
      • Field of Study: -Specialized Knowledge-
      • Author/Speaker: Art Werner | Anthony Rocca
      *Content Preview
      Available Formats:
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understanding of Management
      Course ID:WR-135.23-SV
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      Here 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 and pitfalls, but today we are going to focus on six (6) specific traps and pitfalls that we find to be very common in the initial phases of estate planning and show you how that is done with a client.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA


      $9.00 each Add to cart

      Trusts Living Wills POAs and Tax Considerations

      • Credits:  1
      • Format: Interactive Self Study Video-
      • Field of Study: -Specialized Knowledge-
      • Author/Speaker: Art Werner | Anthony Rocca
      *Content Preview
      Available Formats:
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understanding of Management
      Course ID:WR-133.23-SV
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      In 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 future we all face.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA


      $19.00 each Add to cart

      Advanced Googling for Accountants

      • Credits:  2
      • Format: Interactive Self Study Video-
      • Field of Study: -Specialized Knowledge-
      • Author/Speaker: Garrett Wasny
      *Content Preview
      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Search Engines
      Course ID:GW-201.23-SV
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      This 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 and faster, improve your research tactics as a trusted business advisor, slice through the endless online static and distractions, and interpret search results related to accounting in their proper context.

      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:
      • Getting Google Ready
      • Google Mobile Tools
      • Google Personalization and Optimization
      • Google Eyes and Ears: How Google Can Literally Read, Hear and See You
      • Googling to Your Own Devices: How Results Vary by Computer
      • Hiding in Plain Sight: What Youre Missing on the Google Results Page
      • Google Sweet Talk
      • Power Search Tools
      • Google Verticals
      • How to Be a Google Super Hero: Three Key Strategies

      Learning Objectives:

      After reading the course material, you will be able to:

      • Transform Google into your backup brain, robot assistant, and ambient sidekick.
      • Compose advanced search queries that generate more relevant results.
      • Discover literally 10x more information thats hiding in plain sight on the Google search results page
      Who Should Attend:
      • All Certified Public Accountants (CPAs)
      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA



      $19.00 each Add to cart

      Estate Gift and Income Tax Planning for Real Estate

      • Credits:  2
      • Format: Interactive Self Study Video-
      • Field of Study: -Specialized Knowledge-
      • Author/Speaker: Art Werner

      *Content Preview
      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Estate Taxes
      Course ID:EWTFM-U-02014-22-S | 6233-CE-0745 | WR-377.23-SV
      Published Date:Registered for 2023

      COURSE DESCRIPTION

      In times of economic and tax uncertainty, real estate ownership can create frustrations and concerns for your client. The purpose of this course is to assist the practitioner in understanding the complexities that a client faces with regard to real estate ownership, prospective real estate ownership, and the tax issues surrounding their real estate holding and prospective holdings.

      Topics include:
      • Real estate as a part of a client's divinified portfolio of investments
      • Understanding the differences revolving around personal real estate vs. investment real estate
      • Understanding valuation issues
      • Understanding titling issues
      • Individual deduction issues, including the interest limitation
      • Business deduction issues
      • At-risk limitations
      • Passive activity rules update
      • How the IRC Section 199A deduction applies to real estate investments
      • Depreciation issues
      • Estate and Gift planning techniques for real estate
      • Proper use of trusts in real estate holdings

      Learning Objectives:

      After reading the course material, you will be able to:

      • To discuss with the practitioner an understanding of the income, estate, and gift tax issues of various circumstances that a client classifies as bad situations in this COVID-19 environment revolving around a client's real estate (and prospective real estate) holding.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)
      • Enrolled Agents (EAs)
      • Other Tax Return Preparer (OTRP)

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA
      IRS
      CTEC
      $9.00 each Add to cart

      Estate Planning

      • Credits:  1
      • Format: Interactive Self Study Video-
      • Field of Study: -Specialized Knowledge-
      • Author/Speaker: Art Werner

      *Content Preview
      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Management
      Course ID:WR-131.23-SV
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      During 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:
      • All Certified Public Accountants (CPAs)

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA


      $19.00 each Add to cart

      Everything that you Need to Know About Portability

      • Credits:  2
      • Format: Interactive Self Study Video-
      • Field of Study: -Specialized knowledge-
      • Author/Speaker: Art Werner

      *Content Preview
      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Estate Taxes
      Course ID:WR-376.23-SV
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      This 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. We will look at who should and can make the election, how the election is made and how to opt out, the requirements for filing Form 706, and compare the benefits of electing portability to conventional credit shelter trust planning.

      Topics include:
      • Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election
      • How to calculate the DSUE amount
      • Making the portability election
      • Who can and cannot elect portability
      • Review the requirements for completing form 706 when electing portability
      • Making a late election and IRS Section 9100 relief
      • How to opt-out of the election and hazards of not making the election for the client and practitioner
      • Determining the “last deceased spouse for making the election
      • IRS examination issues when making the election
      • Review benefits and drawbacks of the DSUE election vs. conventional credit shelter/asset protection planning - income taxes vs. estate taxes
      • Use of QTIPs and QDOTs
      • A look at state death tax issues

      Learning Objectives:

      After reading the course material, you will be able to:

      • Discuss options that can be presented to a client so they can decide whether to make the portability election and the mechanics and process of filing form 706 to elect or out-out of electing portability.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA



      $19.00 each Add to cart

      How Technology is Impacting the Accounting Profession

      • Credits:  2
      • Format: Interactive Self Study Video-
      • Field of Study: -Specialized Knowledge-
      • Author/Speaker: Garrett Wasny
      *Content Preview
      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Technology
      Course ID:GW-202.23-SV
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      This 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 exploding digital transformation and translate technology ambitions into practical reality.

      Topics include:
      • Key technology trends in accounting
      • The SMAC-down (social, mobile, analytics and cloud) of the profession
      • A new generation of online accounting services
      • Emerging cyber business models
      • How to embrace the new normal and thrive in the face of technology change

      Learning Objectives:

      After reading the course material, you will be able to:

      • Examine the impact of cyber applications and digital transformation on accountants.
      • Explore the major shift in accounting away from historical reporting and compliance functions towards more forward-thinking and value-added services.
      • Review a new generation of web-based accounting business models that are driving innovation and redefining the roles and revenue streams of practitioners.

      Who Should Attend:
      • Practitioners who want to step up their technology game and explore a swirl of innovation, strategy, and data opportunities in today's hyper-connected global marketplace.
      • All Certified Public Accountants (CPAs)

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA



      $19.00 each Add to cart

      IRS Internet Resources for Accountants

      • Credits:  2
      • Format: Interactive Self Study Video-
      • Field of Study: -Specialized Knowledge-
      • Author/Speaker: Garrett Wasny
      *Content Preview
      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic
      Program Prerequisites:General Understanding of Technology
      Course ID:GW-203.23-SV
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      The 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 including electronic wizards, mobile apps, online payment systems, calculators and estimators, tax calendars, advocacy services, whistle-blower awards, social media, privacy guides, job opportunities, e-books, newsletters, and much more.

      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:
      • IRS.gov Website Update
      • Key Search Filters
      • Hidden IRS Cyber Resources
      • Forms and Publications
      • Electronic Filing
      • Payment Systems
      • Refund Tracking
      • Online Tools
      • Online Estimators and Calculators
      • Assistance Services
      • Affordable Care Act Tax Provisions
      • Foreign Account Tax Compliant Act
      • Identity Protection and Tax Fraud Alerts
      • Professional Development and Accreditation
      • Tax Statistics
      • Social Media
      • IRS Jobs and Careers
      • IRS Strategic Plan
      • Third-Party IRS Resources

      Learning Objectives:

      After reading the course material, you will be able to:

      • Highlight scores of IRS online resources and apps that can help accountants in every stage of their tax workflow.
      • Navigate the entire IRS website with more authority and confidence.
      • Improve how you research constantly changing IRS tax rules that are getting ever more complicated and specialized.
      Who Should Attend:
      • All Certified Public Accountants (CPAs)
      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA



      $19.00 each Add to cart

      XBRL Revolutionizing Financial Reporting

      • Credits:  2
      • Format: Interactive Self Study Video-
      • Field of Study: -Specialized Knowledge-
      • Author/Speaker: Davis Jackson
      *Content Preview
      Available Formats:
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understanding of Management
      Course ID:DJ-121.23-SV
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      XBRL 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, and communication of business information, it also offers cost savings, greater efficiency, and improved accuracy and reliability to all those involved in supplying or using financial data claims XBRL International.

      Topics include:
      • This course will begin by recapping why and how XBRL came into existence and then defining XBRL.
      • We will next discuss a few of the more common uses of XBRL reporting and some of its benefits.
      • You will then be introduced to how XBRL reporting works through the use of taxonomies and specifications.
      • As part of this process, you will be provided with a glossary of the more common XBRL related terminology.

      Learning Objectives:

      After reading the course material, you will be able to:

      • Recognize the history of XBRL.
      • Identify the basic XBRL technology.
      • Recognize the definitions of general XBRL terminology.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA



      Ethics

      Click the icon for detailed course description and information.

      Courses are listed in Alphabetical order


      $99.00 each Add to cart

      2022-2023 Ethics for Washington CPAs

      • Credits:  4
      • Format: Interactive Self Study Video-
      • Field of Study: -Regulatory Ethics-
      • Author/Speaker: Allison McLeod
      *Content Preview
      Available Formats:
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:N/A
      Course ID:AM-116.23-SV
      Published Date:Registered for 2023
      COURSE DESCRIPTION

      A CPA is challenged in today’s work world not only to 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 tax laws. 
      In balancing the two claims, a CPA may find him or herself in an ethical dilemma. This course covers not only basic ethical frameworks but also specific rules governing CPA practice and responsibilities. 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:

      • To educate licensees in the ethics of professional accounting as CPAs.
      • To convey the intent of the AICPA Code of Professional Conduct and Washington Rules & Regulations in the performance of professional accounting services/work, not to adhere to the mere technical compliance of such rules.
      • To assist the CPA in applying ethical judgment in interpreting the rules and determining public interest. Public interest should be placed ahead of self-interest, even if it means the loss of a job or client.
      • To review and discuss the AICPA Code of Professional Conduct and the Washington Rules and Regulations and their implications for persons in a variety of practices, including:
        • CPAs in client practice of public accountancy who perform attest and non-attest services.
        • CPAs employed in the industry who provide internal accounting and auditing services.
        • CPAs employed in education or government accounting or auditing.
      • This course discusses the Washington Statutes and Rules that pertain to CPAs licensed to practice in the state of Washington. Students will become familiar with the Washington Statutes, the Rules of the State Board of Accountancy, the Policies adopted by the Board currently in effect, and how the statutes, rules, and policies about them.  Specific rules reviewed include the following:
        • Organization and duties of the Board
        • Certified Public Accountant Designation
        • Proper use - Holding Out
        • Types of Certificates
        • Status and maintenance of Certificates
        • Licensure – Examination, and certification
        • Continuing professional education
        • Disclosures
        • Names
        • Mobility/Practice Privilege and reciprocity
        • Peer Review
      • Professional Conduct
        • Unlawful Acts
        • Accountant/Client Privilege
        • Grounds for disciplinary Action
        • Client Records
      • Firms
        • Firm Registration
        • Firm Names
        • Peer Review
        • Disclosures

      Who Should Attend:
      • All Certified Public Accountants (CPAs)

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA



      $99.00 each Add to cart

      A Basic Ethics Guidebook for Arizona CPAs

      • Credits:  4
      • Format: Interactive Self Study Video-
      • Field of Study: -Ethics-
      • Author/Speaker: Allison McLeod

      *Content Preview
      Available Formats: 
       
       
       
      Advanced Preparation:None
      Experience Level:Basic 
      Program Prerequisites:General Understanding of Ethics
      Course ID:AM-118.22-SV
      Published Date:March 2022
      COURSE DESCRIPTION

      A 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
      Arizona Revised Statutes, Administrative Rules, and Code of Professional Conduct.  These sources govern the practice and responsibilities of Arizona 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:

      • To apply the ethics of professional accounting as CPAs through the analysis of case studies involving both actual situations and hypothetical facts.
      • To apply ethical judgment in interpreting the rules and determining public interest. Public interest should be placed ahead of self-interest, even if it means a loss of a job or client.
      • To analyze and apply the AICPA Code of Professional Conduct and Arizona law that pertains to CPAs licensed to practice in the state of Arizona. Students will become familiar with the Arizona Revised Statutes, Administrative Rules, and Code of Professional Conduct, the Policies adopted by the Board currently in effect, and how the statutes, rules, and policies about them. 
      • To determine the course of action that would uphold the intent of the rules in the performance of professional accounting services/work, not just to adhere to the mere technical compliance of such rules.
      • To review and discuss the rules and their implications for persons in a variety of practices, including:
        • a.CPAs who provide assurance, attest, or compilation services.
        • b.CPAs who provide tax services. 

      Who Should Attend:
      • All Certified Public Accountants (CPAs)

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA


      $99.00 each Add to cart

      A Basic Ethics Guidebook for Colorado CPAs

      • Credits:  4
      • Format: Interactive Self Study Video-
      • Field of Study: -Ethics-
      • Author/Speaker: Allison McLeod

      *Content Preview
      Available Formats:
      Advanced Preparation:None
      Experience Level:Basic 
      Program Prerequisites:General Understanding of Ethics
      Course ID:AM-121.22-SV
      Published Date:April 2022
      COURSE DESCRIPTION

      A 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 governing CPA practice and responsibilities. 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:

      • To educate licensees in the ethics of professional accounting as CPAs.
      • To convey the intent of the AICPA Code of Professional Conduct and Colorado Rules and Regulations in the performance of professional accounting services/work, not to adhere to the mere technical compliance of such rules.
      • To assist the CPA in applying ethical judgment in interpreting the rules and determining public interest. Public interest should be placed ahead of self-interest, even if it means a loss of a job or client.
      • To review and discuss the AICPA Code of Professional Conduct and the Colorado Rules and Regulations and their implications for persons in a variety of practices, including:
        • CPAs in client practice of public accountancy who perform attest and non-attest services.
        • CPAs employed in the industry who provide internal accounting and auditing services.
        • CPAs are employed in education or government accounting or auditing.

      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,
      the Policies adopted by the Board currently in effect, and how the statutes, rules, and policies about them. Specific rules reviewed include the following:

      • Organization and duties of the Board
      • State Board of Accountancy Website (overview)
      • Certified Public Accountant Designation
      • Proper use - Holding Out
      • Types of Certificates
      • Status and maintenance of Certificates
      • Licensure – Examination, and certification
      • Continuing professional education
      • Disclosures
      • Names
      • Mobility/Practice Privilege and reciprocity
      • Peer Review
      Professional Conduct
      • Unlawful Acts
      • Accountant/Client Privilege
      • Grounds for disciplinary Action
      • Client Records
      Firm Registration
      • Firm Names
      • Peer Review
      • Disclosures

      Who Should Attend:
      • All Certified Public Accountants (CPAs)

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA


      $99.00 each Add to cart

      A Basic Ethics Guidebook for Connecticut CPAs

      • Credits:  4
      • Format: Interactive Self Study Video-
      • Field of Study: -Regulatory Ethics-
      • Author/Speaker: Allison McLeod

      *Content Preview
      Available Formats: 
       
       
       
      Advanced Preparation:None
      Experience Level:Basic 
      Program Prerequisites:General Understanding of Ethics
      Course ID:AM-123.22-SV
      Published Date:April 2022
      COURSE DESCRIPTION

      A 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 Minnesota
      Statutes and Administrative Rules. These sources govern the practice and responsibilities of Minnesota 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:

      • To apply the ethics of professional accounting as CPAs through the analysis of case studies involving both actual situations and hypothetical facts.
      • To apply ethical judgment in interpreting the rules and determining public interest. Public interest should be placed ahead of self-interest, even if it means a loss of job or client
      • To analyze and apply the AICPA Code of Professional Conduct and Minnesota law that pertains to CPAs licensed to practice in the state. Students will become familiar with the Minnesota Administrative Rules and Code of Professional
        Conduct, the Policies adopted by the Board currently in effect, and how the statutes, rules, and policies about them.
      • To determine the course of action that would uphold the intent of the rules in the performance of professional accounting services/work, not just to adhere to the mere technical compliance of such rules.
      • To review and discuss the rules and their implications for persons in a variety of practices, including:
        • CPAs who provide assurance, attest, or compilation services.
        • CPAs who provide tax services.

      Who Should Attend:
      • All Certified Public Accountants (CPAs)
      • Other Tax Return Preparer (OTRP)

      Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
      NASBA


      $99.00 each Add to cart

      A Basic Ethics Guidebook for FLORIDA CPAs

      • Credits:  4
      • Format: Interactive Self Study Video-
      • Field of Study: -Ethics-
      • Author/Speaker: Allison McLeod
      *Content Preview
      Available Formats: 
       
       
      Advanced Preparation:None
      Experience Level:Overview
      Program Prerequisites:General Understanding of Ethics
      Course ID:FL-0025579 | AM-110.22-SV
      Published Date:April 2022
      COURSE DESCRIPTION

      A 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 himself 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 Florida Revised Statutes, Administrative Rules, and Code of Professional Conduct. These sources govern
      the practice and responsibilities of Florida 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:

        • To apply the ethics of professional accounting as CPAs through the analysis of case studies involving both actual situations and hypothetical facts.
        • To apply ethical judgment in interpreting the rules and determining public interest. Public interest should be placed ahead of self-interest, even if it means a loss of a job or client.
        • To analyze and apply the AICPA Code of Professional Conduct and Florida law that pertains to CPAs licensed to practice in the state of Florida. Students will become familiar with the Florida Revised Statutes, Administrative Rules,
          and Code of Professional Conduct, the Policies adopted by the Board currently in effect, and how the statutes, rules, and policies about them.
        • To determine the course of action that would uphold the intent of the rules in the performance of professional accounting services/work, not just to adhere to the mere technical compliance of such rules.
        • To review and discuss the rules and their implications for persons in a variety of practices, including:
        1. CPAs who provide assurance, attest, or compilation services.
        2. CPAs who provide tax services.

          Who Should Attend:
          • All Certified Public Accountants (CPAs)

          Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
          NASBA

          $99.00 each Add to cart

          A Basic Ethics Guidebook for Minnesota CPAs

          • Credits:  4
          • Format: Video- Self Study Video--
          • Field of Study: -Ethics-
          • Author/Speaker: Allison McLeod

          *Content Preview
          Available Formats: 
           
           
           
          Advanced Preparation:None
          Experience Level:Basic 
          Program Prerequisites:General Understanding of Ethics
          Course ID:AM-124.22-SV
          Published Date:April 2022
          COURSE DESCRIPTION

          A 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 Minnesota
          Statutes and Administrative Rules. These sources govern the practice and responsibilities of Minnesota 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:

          • To apply the ethics of professional accounting as CPAs through the analysis of case studies involving both actual situations and hypothetical facts.
          • To apply ethical judgment in interpreting the rules and determining public interest. Public interest should be placed ahead of self-interest, even if it means a loss of a job or client.
          • To analyze and apply the AICPA Code of Professional Conduct and Minnesota law that pertains to CPAs licensed to practice in the state. Students will become familiar with the Minnesota Administrative Rules and Code of Professional
            Conduct, the Policies adopted by the Board currently in effect, and how the statutes, rules, and policies about them. 
          •  To determine the course of action that would uphold the intent of the rules in the performance of professional accounting services/work, not just to adhere to the mere technical compliance of such rules.
          • To review and discuss the rules and their implications for persons in a variety of practices, including:
            • CPAs who provide assurance, attest, or compilation services.
            • CPAs who provide tax services.

          Who Should Attend:
          • All Certified Public Accountants (CPAs)
          • Other Tax Return Preparer (OTRP)

          Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
          NASBA


          $99.00 each Add to cart

          A Basic Ethics Guidebook for New York CPAs

          • Credits:  4
          • Format: Interactive Self Study Video-
          • Field of Study: -Regulatory Ethics-
          • Author/Speaker: Allison McLeod

          *Content Preview
          Available Formats: 
           
           
           
          Advanced Preparation:None
          Experience Level:Basic
          Program Prerequisites:General Understanding of Ethics
          Course ID:AM-125.22-SV
          Published Date:April 2022
          COURSE DESCRIPTION

          A 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, the New York Rules,
          Regulations, and Education Law. These sources govern the practice and responsibilities of New York 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:

          • To assimilate the rules of ethics for CPAs and professional accountants licensed in New York.
          • To ascertain the intent of the AICPA Code of Professional Conduct and the New York Rules, Regulations, and Education Law in the performance of professional accounting services/work, not to adhere to the mere technical compliance
            of such rules.
          • To apply ethical judgment in interpreting the rules and determining public interest. Public interest should be placed ahead of self-interest, even if it means a loss of a job or client.
          • To analyze and apply the New York law that pertains to CPAs licensed to practice in the state of New York. Students will become familiar with the New York Revised Statutes, the Rules of the State Board of Accountancy, the Policies
            adopted by the Board currently in effect, and how the statutes, rules, and policies about them. Specific rules reviewed include the following:
            • The role of the Office of the Professions
            • New York State rules on ethics (as provided in NYS Law, Rules and Regulations), including the following:
              • Retention and maintenance of work papers
              • Competency requirements for attesting and compilation services
              • Failing to maintain an active registration when using the title of designation
              • Reportable events
              • Commissions and referral fees, including mandatory disclosure
            • Public expectations of CPAs’ responsibilities
            • Enforcement of rules on ethics

          Who Should Attend:
          • All Certified Public Accountants (CPAs)
          • Other Tax Return Preparer (OTRP)

          Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
          NASBA
          $99.00 each Add to cart

          A Basic Ethics Guidebook for Ohio CPAs

          • Credits:  4
          • Format: Interactive Self Study Video-
          • Field of Study: -Regulatory Ethics-
          • Author/Speaker: Allison McLeod

          *Content Preview
          Available Formats: 
           
           
           
          Advanced Preparation:None
          Experience Level:Basic 
          Program Prerequisites:General Understanding of Ethics
          Course ID:AM-126.22-SV
          Published Date:April 2022

          ***SPECIAL NOTE: This course will not cover “Ohio Specific PSR”. However, this course does cover “General PSR” ***

          If you require a Ohio Specific PSR course we have one here Ohio Specific PSR Course

          COURSE DESCRIPTION

          A 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 governing CPA practice and responsibilities. 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:

          • To educate licensees in the ethics of professional accounting as CPAs.
          • To convey the intent of the AICPA Code of Professional Conduct and/or specific state board rules in the performance of professional accounting services/work, not to adhere to the mere technical compliance of such rules.
          • To assist the CPA in applying ethical judgment in interpreting the rules and determining public interest. Public interest should be placed ahead of self-interest, even if it means a loss of a job or client.
          • To review and discuss the AICPA Code of Professional Conduct and its implications for persons in a variety of practices, including:
            • a. CPAs in client practice of public accountancy who perform attest and non-attest services.
            • b. CPAs employed in the industry who provide internal accounting and auditing services.
            • c. CPAs employed in education or government accounting or auditing.

          Who Should Attend:
          • All Certified Public Accountants (CPAs)

          Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
          NASBA


          $99.00 each Add to cart

          A Basic Ethics Guidebook for Utah CPAs

          • Credits:  4
          • Format: Interactive Self Study Video-
          • Field of Study: -Regulatory Ethics-
          • Author/Speaker: Allison McLeod

          *Content Preview
          Available Formats: 
           
           
           
           
          Advanced Preparation:None
          Experience Level:Basic
          Program Prerequisites:General Understanding of Ethics
          Course ID:AM-127.22-SV
          Published Date:April 2022
          COURSE DESCRIPTION

          A 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 Utah
          State Code, Administrative Rules, and Code of Professional Conduct. These sources govern the practice and responsibilities of Utah 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:

          • To apply the ethics of professional accounting as CPAs through the analysis of case studies involving both actual situations and hypothetical facts.
          • To apply ethical judgment in interpreting the rules and determining public interest. Public interest should be placed ahead of self-interest, even if it means a loss of a job or client.
          • To analyze and apply the AICPA Code of Professional Conduct and Utah law that pertains to CPAs licensed to practice in the state of Utah. Students will become familiar with the Utah State Code, Administrative Rules, and Code of Professional
            Conduct, the Policies adopted by the Board currently in effect, and how the statutes, rules, and policies pertaining to them.
          • To determine the course of action that would uphold the intent of the rules in the performance of professional accounting services/work, not just to adhere to the mere technical compliance of such rules.
          • To review and discuss the rules and their implications for persons in a variety of practices, including:
            • CPAs who provide assurance, attest, or compilation services.
            • CPAs who provide tax services.

          Who Should Attend:
          • All Certified Public Accountants (CPAs)

          Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
          NASBA


          $99.00 each Add to cart

          A CPAs Guidebook for Ethical Behavior A CPE Ethics Course for Texas CPAs

          • Credits:  4
          • Format: Interactive Self Study Video-
          • Field of Study: -Ethics-
          • Author/Speaker: Allison McLeod

          *Content Preview
          Available Formats: 
           
           
           
           
          Advanced Preparation:None
          Experience Level:Basic
          Program Prerequisites:General Understanding of Ethics
          Course ID:AM-103.22-SV
          Published Date:March 2022
          COURSE DESCRIPTION

          A 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 governing CPA practice and responsibilities. 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:

          • To educate licensees in ethics of professional accounting as Texas CPAs.
          • To convey the intent of the Texas Rules of Professional Conduct and the AICPA Code of Professional Conduct in the performance of professional accounting services/work, not to adhere to the mere technical compliance of such rules.
          • To assist the Texas CPA in applying ethical judgment in interpreting the rules and determining public interest. Public interest should be placed ahead of self-interest, even if it means a loss of job or client.
          • To review and discuss the Texas Rules of Professional Conduct and their implications for persons in a variety of practices, including:
          1. CPAs in client practice of public accountancy who perform attest and non-attest services.
          2. CPAs employed in industry who provide internal accounting and auditing services.
          3. CPAs employed in education or government accounting or auditing.

          Who Should Attend:
          • All Certified Public Accountants (CPAs)
          • Enrolled Agents (EAs)
          • Other Tax Return Preparer (OTRP)

          Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
          NASBA


          $49.00 each Add to cart

          Circular 230 Guide to Ethics

          • Credits:  2
          • Format: Interactive Self Study Video-
          • Field of Study: Federal Tax Ethics
          • Author/Speaker: Shelli Huston / Art Werner
          *Content Preview
          Available Formats:
          Advanced Preparation:None
          Experience Level:Overview
          Program Prerequisites:General Understanding of Ethics
          Course ID:EWTFM-E-01901-22-O | 6233-CE-0625 | SH-212.23-SV
          Published Date:Registered for 2023
          COURSE DESCRIPTION

          This 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 issues are discussed. A final examination covering the course material is administered.

          Who Should Attend:
          • All Certified Public Accountants (CPAs)
          • Enrolled Agents (EAs)
          • Other Tax Return Preparer (OTRP)

          Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
          NASBA
          IRS
          CTEC
          $49.00 each Add to cart

          Ethics for California CPAs

          • Credits:  2
          • Format: Interactive Self Study Video-
          • Field of Study: -Regulatory Ethics-
          • Author/Speaker: Allison McLeod

          *Content Preview
          Available Formats:
          Advanced Preparation:None
          Experience Level:Basic
          Program Prerequisites:General Understanding of Ethics
          Course ID:AM-119.22-SV | 6233-CE-0735
          Published Date:April 2022
          COURSE DESCRIPTION

          A 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:

          • To apply the ethics of professional accounting as CPAs through the analysis of case studies involving both actual situations and hypothetical facts.
          • To apply ethical judgment in interpreting the rules and determining public interest. Public interest should be placed ahead of self-interest, even if it means a loss of a job or client.
          • To analyze and apply the AICPA Code of Professional Conduct and California law that pertains to CPAs licensed to practice in the state of California. Students will become familiar with the California Statutes, Administrative Rules, and Code of Professional Conduct, the Policies adopted by the Board currently in effect, and how the statutes, rules, and policies about them.
          • To determine the course of action that would uphold the intent of the rules in the performance of professional accounting services/work, not just to adhere to the mere technical compliance of such rules.
          • Apply lessons learned from misconduct which is the subject of historic and recent disciplinary actions taken by the Board
          • To review and discuss the rules and their implications for persons in a variety of practices, including:
            • CPAs who provide assurance, attest, or compilation services.
            • CPAs who provide tax services.

          Who Should Attend:
          • All Certified Public Accountants (CPAs)

          Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
          NASBA

          CTEC
          $24.00 each Add to cart

          Ethics Tax Practice and the Cannabis Industry

          • Credits:  1
          • Format: Interactive Self Study Video-
          • Field of Study: Federal Tax Ethics
          • Author/Speaker: MaryJane Hourani
          *Content Preview
          Available Formats:
          Advanced Preparation:None
          Experience Level:Overview
          Program Prerequisites:General Understanding of Ethics
          Course ID:EWTFM-E-01896-22-O | 6233-CE-0626 | MJH-421.23-SV
          Published Date:Registered for 2023
          ***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 DESCRIPTION

          This 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, bediscussed.

          Who Should Attend:
          • All Certified Public Accountants (CPAs)
          • Enrolled Agents (EAs)
          • Other Tax Return Preparer (OTRP)

          Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
          NASBA
          IRS
          CTEC
          $24.00 each Add to cart

          Ethics the Regulatory Environment

          • Credits:  1
          • Format: Interactive Self Study Video-
          • Field of Study: -Regulatory Ethics-
          • Author/Speaker: Frank Castillo

          *Content Preview
          Available Formats: 
          Advanced Preparation:None
          Experience Level:Basic
          Program Prerequisites:General Understanding of Regulatory Ethics
          Course ID:FC-107.22-SV
          Published Date:March 2022
          COURSE DESCRIPTION

          Accounting 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. 
          During this session, will examine each of the regulatory bodies that practitioners should be mindful of, along with overarching standards pronounced by each agency.  Additionally, we’ll address changes to the current CPA licensure
          model along with global trends in business ethics.

          Learning Objectives:

          After reading the course material, you will be able to:

          1. Recall which branch of ethics is closely aligned with regulatory guidance in organizations.
          2. Identify prevailing global trends in business ethics.
          3. Identify key concepts practitioners should be mindful of when practicing across different jurisdictions.
          4. Recall various ethical standards pronounced by select rule-making bodies.

          Who Should Attend:
          • All Certified Public Accountants (CPAs)
          • Enrolled Agents (EAs)
          • Other Tax Return Preparer (OTRP)

          Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
          NASBA


          $24.00 each Add to cart

          Regulatory Ethics Guidebook for CPAs-AICPA Code of Professional Conduct (Part 1-Integrity, Objectivity and Judgement)

          • Credits:  1
          • Format: Interactive Self Study Video-
          • Field of Study: -Regulatory Ethics-
          • Author/Speaker: Allison McLeod
          *Content Preview
          Available Formats: 
           
           
          Advanced Preparation:None
          Experience Level:Overview
          Program Prerequisites:General Understanding of Ethics
          Course ID:AM-112.22-SV
          Published Date:April 2022
          COURSE DESCRIPTION

          This 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
          the AICPA Code of Professional Conduct but how to put your values into action! As part of this course, we will also walk through real-world examples of individuals and companies faced with these dilemmas.

          Topics include:
          • What are Ethics?
          • What is the code?
          • Components of the code
          • Organization
          • Integrity and Objectivity

          Learning Objectives:

          After reading the course material, you will be able to:

          • Be able to define integrity and objectivity as promulgated by the AICPA Code of Professional Conduct and understand its importance to the CPA.
          • Have the ability to identify situations where the CPA may be susceptible to subordinating his/her judgment to a client or employer.

          Who Should Attend:
          • All Certified Public Accountants (CPAs)

          Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:
          NASBA


          $24.00 each Add to cart

          Regulatory Ethics Guidebook for CPAs-AICPA Code of Professional Conduct (Part 2-Independence and Conflicts of Interest)

          • Credits:  1
          • Format: Interactive Self Study Video-
          • Field of Study: -Regulatory Ethics-
          • Author/Speaker: Allison McLeod
          *Content Preview
          Available Formats: 
           
           
          Advanced Preparation:None
          Experience Level:Overview
          Program Prerequisites:General Understanding of Ethics
          Course ID:AM-113.22-SV
          Published Date:April 2022
          COURSE DESCRIPTION

          This 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
          to the AICPA Code of Professional Conduct but how to put your values into action! As part of this course, we will also walk through real-world examples of individuals and companies faced with these dilemmas.

          Learning Objectives:

          After reading the course material, you will be able to:

          • Have the ability to define independence as promulgated by the AICPA Code of Professional Conduct and understand its importance to the CPA.
          • Be able to ascertain situations that could threaten a CPAs independence.
          • Understand how conflicts of interest and the use of contingency fees can subvert independence.


          Who Should Attend:
          • All Certified Public Accountants (CPAs)

          Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
          NASBA



          Course ID:Advanced Preparation:Experience Level:
          AM-112.ODNoneOverview
          Published Date:Program Prerequisites:Other Course Formats:
          © June 2020General Understanding of EthicseBook Self Study | Self Study Video-- | Self Study Audio | Live Webinar
          COURSE DESCRIPTION

          This 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 the AICPA Code of Professional Conduct but how to put your values into action! As part of this course, we will also walk through real-world examples of individuals and companies faced with these dilemmas.

          Topics include:
          • What are Ethics?
          • What is the code?
          • Components of the code
          • Organization
          • Integrity and Objectivity

          Learning Objectives:

          After reading the course material, you will be able to:

          • Be able to define integrity and objectivity as promulgated by the AICPA Code of Professional Conduct and understand its importance to the CPA.
          • Have the ability to identify situations where the CPA may be susceptible to subordinating his/her judgment to a client or employer.

          Who Should Attend:
          • All Certified Public Accountants (CPAs)

          Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:
          NASBA


                 
          $24.00 each Add to cart

          Regulatory Ethics Guidebook for CPAs-AICPA Code of Professional Conduct (Part 3-Responsibility to the Public)

          • Credits:  1
          • Format: Interactive Self Study Video-
          • Field of Study: -Regulatory Ethics-
          • Author/Speaker: Allison McLeod

          *Content Preview
          Available Formats: 
           
           
           
          Advanced Preparation:None
          Experience Level:Basic 
          Program Prerequisites:General Understanding of Ethics
          Course ID:AM-117.22-SV
          Published Date:April 2022
          COURSE DESCRIPTION

          This 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
          becomes aware of financial fraud or subversion of the tax rules. As part of this course, we will also walk through real-world examples of individuals and companies faced with these dilemmas.

          Learning Objectives:

          After reading the course material, you will be able to:

          • Be able to define a CPA’s responsibility to the public and apply related concepts such as due care and client confidentiality in practice.
          • Be able to discuss a CPAs potential duty to blow the whistle in certain circumstances even though it may result in a negative consequence for the whistleblower.

          Who Should Attend:
          • All Certified Public Accountants (CPAs)

          Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
          NASBA


          $24.00 each Add to cart

          Regulatory Ethics Practical Guidance

          • Credits:  1
          • Format: Interactive Self Study Video-
          • Field of Study: -Regulatory Ethics-
          • Author/Speaker: Frank Castillo

          *Content Preview
          Available Formats: 
          Advanced Preparation:None
          Experience Level:Basic 
          Program Prerequisites:General Understanding of Regulatory Ethics
          Course ID:FC-108.22-SV
          Published Date:March 2022
          COURSE DESCRIPTION

          Ethical 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
          session, we’ll review two important publications issued by these rule-making bodies:

          1. The
            AICPA Code of Professional Conduct
          2. Circular 230, Regulations Governing Practice before the Internal Revenue Service

          Additionally, we’ll examine the tenets of accounting ethics including a review of recent trends.

          Who Should Attend:
          • All Certified Public Accountants (CPAs)
          • Enrolled Agents (EAs)
          • Other Tax Return Preparer (OTRP)

          Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
          NASBA


          $49.00 each Add to cart

          Regulatory Ethics Professional Standards Overview

          • Credits:  2
          • Format: Interactive Self Study Video-
          • Field of Study: -Regulatory Ethics-
          • Author/Speaker: Frank Castillo

          *Content Preview
          Available Formats: 
          Advanced Preparation:None
          Experience Level:Basic 
          Program Prerequisites:General Understanding of Regulatory Ethics
          Course ID:FC-109.22-SV
          Published Date:March 2022
          COURSE DESCRIPTION

          Regulatory 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
          foundation is rooted in ethical behavior. This session provides learners with an essential overview of our regulatory ethics environment including:

          • A discussion of the central tenets of accounting ethics including a review of recent trends,
          • An overview of rule-making bodies that practitioners must abide by,
          • Changes to the current CPA licensure model, and
          • Ethical standards pronounced by the AICPA and the Department of the Treasury

          Who Should Attend:
          • All Certified Public Accountants (CPAs)
          • Enrolled Agents (EAs)
          • Other Tax Return Preparer (OTRP)

          Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
          NASBA


          $49.00 each Add to cart

          Tax Practice Standards

          • Credits:  2
          • Format: Interactive Self Study Video-
          • Field of Study: -Regulatory Ethics-
          • Author/Speaker: Allison McLeod

          *Content Preview
          Available Formats:
          Advanced Preparation:None
          Experience Level:Basic
          Program Prerequisites:General Understanding of Ethics
          Course ID:EWTFM-E-02008-22-S | 6233-CE-0737 | AM-128.23-SV
          Published Date:Registered for 2023

          ***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 DESCRIPTION

          Please 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 for Tax Services (SSTS), the Internal Revenue Code (IRC), and common law. Also included will be case studies illustrating dilemmas faced by tax practitioners. This course is ideal for CPAs, EAs, or other tax professionals.

          Learning Objectives:

          After reading the course material, you will be able to:

          • Know the expectations for tax practitioners in serving clients, including the duty of confidentiality, competency, and proper administration of the tax law.
          • Understand the practitioners obligations to disclose certain client information when representing them against the IRS
          • Know the sources that govern tax practice, such as Treasury Circular 230, the SSTS, the IRC, and common law.
          • Understand the common law standards of reasonable behavior and when a tax practitioner may be subject to negligence or other types of common law causes of action.

          Who Should Attend:
          • All Certified Public Accountants (CPAs)
          • Enrolled Agents (EAs)
          • Other Tax Return Preparer (OTRP)

          Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
          NASBA
          IRS
          CTEC

          Personnel / HR

          Click the icon for detailed course description and information.

          Courses are listed in Alphabetical order


          $9.00 each Add to cart

          CPAs... Who are we?

          • Credits:  1
          • Format: Interactive Self Study Video-
          • Field of Study: Personnel | Human Resources
          • Author/Speaker: Frank Castillo

          *Content Preview
          Available Formats:
          Advanced Preparation:None
          Experience Level:Basic
          Program Prerequisites:None
          Course ID:FC-102.23-SV
          Published Date:Registered for 2023
          COURSE DESCRIPTION

          Its a tall order to synthesize who we are as individuals and professionals in just sixty minutes, but well try! During this 1-hour on-demand webinar, well review those common qualities found among us and discuss the changing nature of our profession and ways that CPAs can adapt, survive and thrive!

          Learning Objectives:

          After reading the course material, you will be able to:

          • Identify key changes impacting the CPA profession.
          • Recall common characteristics and traits commonly shared by our colleagues.
          • Identify steps we as professionals can take to build trust with our colleagues.

          Who Should Attend:
          • All Certified Public Accountants (CPAs)
          • Enrolled Agents (EAs)
          • Other Tax Return Preparer (OTRP)

          Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
          NASBA


          $19.00 each Add to cart

          I am Over Overtime

          • Credits:  2
          • Format: Interactive Self Study Video-
          • Field of Study: Personnel | HR
          • Author/Speaker: Frank Castillo
          *Content Preview
          Available Formats:
          Advanced Preparation:None
          Experience Level:Overview
          Program Prerequisites:General Understanding HR
          Course ID:FC-104.23-SV
          Published Date:Registered for 2023

          COURSE DESCRIPTION

          There 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 advances in technology. During this course, well unpack this topic, discuss the negative impact of sustained overtime, and propose strategies to tame this monster.

            Learning Objectives:

            After reading the course material, you will be able to:

            • Recall key trends and statistics associated with overtime in the accounting profession.
            • Identify key attributes concerning social anxiety and work addiction.
            • Recall proven strategies to reduce the number of hours spent working overtime.

            Who Should Attend:
            • All Certified Public Accountants (CPAs)

            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
            NASBA



            $29.00 each Add to cart

            Max Test Drive How to Tune Up your Thinking

            • Credits:  3
            • Format: Interactive Self Study Video-
            • Field of Study: Personnel | Human Resources
            • Author/Speaker: Michael Morgan Jr.

            *Content Preview
            Available Formats:
            Advanced Preparation:None
            Experience Level:Basic
            Program Prerequisites:General Understanding of Working Under Pressure
            Course ID:MMJR-100.23-SV
            Published Date:Registered for 2023
            ***Special Note: This course does not qualify for IRS Reporting!***

            COURSE DESCRIPTION

            Are you studying for a necessary certification or licensure exam like the CPA Exam? Are you under pressure at work and hoping to maximize your ability to provide high-quality services to your clients or outperform your competition? Or perhaps you are concerned you are getting a little older and cannot keep up with the pace of work you used to? This course offers knowledge, skills, and awareness of evidence-based practices to improve mental performance. The material is organized around important cognitive science theories to demonstrate how physiological, environmental, and psychological factors influence ones, mental faculties. By the end of this lecture, you will know practical steps you can take to facilitate greater concentration, memory performance, and decision-making abilities. This is a course on the application of psychological research to the functioning of mental abilities in everyday life.

            Course Summary: The course provides a broad knowledge of biological, environmental, and psychological determinants of human intellectual performance.

            Course Outline:
            • Introduction
            • The Biology of Performance
            • The Environment for Performance
            • The Psychology of Performance
            • Conclusion

            Learning Objectives:

            After reading the course material, you will be able to:

            • Describe psychological theories related to cognitive performance such as the Zone of Maximal Performance
            • Identify 2-3 biological factors they can address to improve mental functioning
            • Analyze whether an environment is conducive to optimal performance
            • Develop a psychological toolkit that supports learning
            • Create interpolated self-quizzes to maximize gist retention and recall

            Who Should Attend:
            • This course was created for individuals who engage in mentally demanding work or preparation for some form of high-pressure mental performance situation (e.g., licensure examinations).
            • Individuals who complete this course will acquire knowledge, skills, and awareness of actionable steps at their disposal to improve their mental performance.
            • Anyone/Everyone can benefit from this knowledge.

            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
            NASBA



            $9.00 each Add to cart

            Mind Games We Play

            • Credits:  1
            • Format: Interactive Self Study Video-
            • Field of Study: Personal Development
            • Author/Speaker: Frank Castillo

            *Content Preview
            Available Formats:
            Advanced Preparation:None
            Experience Level:Basic
            Program Prerequisites:NONE
            Course ID:FC-110.23-SV
            Published Date:Registered for 2023
            COURSE DESCRIPTION

            Have you ever paused and thought am I the only one thinking this? Rejoice! Youre not alone many of us struggle, work, and think in the same fashion. During this 1-hour on-demand webinar well cover work habits, workarounds, and other mental gymnastics that we engage in and discuss productive ways to reorganize our approach to work.

            Learning Objectives:

            After reading the course material, you will be able to:

            • Identify key factors which hinder work productivity.
            • Recall the negative impact of sustained overtime.
            • Identify time-saving tips individuals can use at work to improve efficiency.

            Who Should Attend:
            • All Certified Public Accountants (CPAs)
            • Enrolled Agents (EAs)
            • Other Tax Return Preparer (OTRP)

            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
            NASBA


            $9.00 each Add to cart

            The Office of Tomorrow

            • Credits:  1
            • Format: Interactive Self Study Video-
            • Field of Study: Personnel / Human Resources
            • Author/Speaker: Frank Castillo

            *Content Preview
            Available Formats:
            Advanced Preparation:None
            Experience Level:Basic
            Program Prerequisites:None
            Course ID:FC-106.23-SV
            Published Date:Registered for 2023
            COURSE DESCRIPTION

            2020 became the year of the virtual office. The velocity of change firms and private organizations experienced was jarring. What will tomorrow bring? Well look towards the horizon to view trends and licensure changes impacting the future of our profession during this course.

            Learning Objectives:

            After reading the course material, you will be able to:

            • Identify key trends concerning work from the office versus remote work.
            • Recall tips employees can use to become efficient in their everyday work.
            • Identify proposed changes to the CPA licensure model.
            • Recall what impact remote workspaces will have on the office of tomorrow.

            Who Should Attend:
            • All Certified Public Accountants (CPAs)
            • Enrolled Agents (EAs)
            • Other Tax Return Preparer (OTRP)

            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
            NASBA


            $9.00 each Add to cart

            Working Better Together

            • Credits:  1
            • Format: Interactive Self Study Video-
            • Field of Study: Personnel / Human Resources
            • Author/Speaker: Frank Castillo
            *Content Preview
            Available Formats:
            Advanced Preparation:None
            Experience Level:Overview
            Program Prerequisites:General Understanding Human Resources
            Course ID:FC-101.23-SV
            Published Date:Registered for 2023
            COURSE DESCRIPTION

            A long, long time ago we would simply call, email, or poke our head into someones workspace to collaborate. Now? The options are endless, somewhat confusing, and ever-shifting. During this session, well cover ways to connect, what works well, what doesnt, and more importantly how to maximize our communication efforts.

            Learning Objectives:

            After reading the course material, you will be able to:

            • Recall synchronistic and asynchronistic ways of connecting remotely.
            • Identify best practices for communicating with colleagues virtually.
            • Recall the benefits of collaborative workspaces.

            Who Should Attend:
            • All Certified Public Accountants (CPAs)

            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
            NASBA


            $9.00 each Add to cart

            Workplace Culture

            • Credits:  1
            • Format: Interactive Self Study Video-
            • Field of Study: Personnel / Human Resources
            • Author/Speaker: Frank Castillo
            *Content Preview
            Available Formats:
            Advanced Preparation:None
            Experience Level:Overview
            Program Prerequisites:General Understanding of Human Resources
            Course ID:FC-100.23-SV
            Published Date:Registered for 2023
            COURSE DESCRIPTION

            Workplace 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, well look at culture and examine those qualities that top companies share and ways your organization can benefit.

            Learning Objectives:

            After reading the course material, you will be able to:

            • Recall which elements factor into a companys attitudes, behaviors, and culture.
            • Identify key statistics in connection with hiring and retention trends.
            • Recall helpful tips that foster the development of company culture.

            Who Should Attend:
            • All Certified Public Accountants (CPAs)

            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
            NASBA



            Computer Software and Applications

            Click the icon for detailed course description and information.

            Courses are listed in Alphabetical order


            $19.00 each Add to cart

            Excel Dexterity Advanced Pivot Tables

            • Credits:  2
            • Format: Interactive Self Study Video-
            • Field of Study: Computer Software and Apps
            • Author/Speaker: David Ringstrom
            Course ID:Advanced Preparation:Experience Level:
            DR-615.23-SVNoneOverview
            Published Date:Program Prerequisites:Other Course Formats:
            Registered for 2023Basic Understanding of TechnologyN/A
            COURSE DESCRIPTION

            Discover 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. Youll learn how to extract data from Microsoft Access databases and other sources, minimize repetitive steps in Excel by creating keyboard shortcuts, and adapt simple macros that can be recorded. In addition, David discusses several helpful Excel features, including the Table feature, PivotTable feature, Slicer feature, Linked Picture feature, the PowerPivot feature, and others.

            David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. Hell draw to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

            Topics include:
            • Creating dynamic and interactive graphs with Excels PivotChart feature.
            • Discovering the Recommended PivotTables feature.
            • Launching macros that clean up pivot tables with a single mouse click.
            • Learning the nuances associated with subtotaling data within a pivot table.
            • Learning how the Table feature can vastly improve the integrity of pivot tables in Excel.
            • Incorporating calculations within or alongside pivot tables.
            • Learning how to expand and collapse pivot table elements, thereby avoiding information overload.
            • Gaining control of unruly pivot table data by creating a macro that can automatically transform all count fields into sums and apply number formatting in one fell swoop.
            • Mitigating the side effects of converting a table back to a normal range of cells.
            • Compiling unwieldy data into the format required for pivot table analysis quickly and easily.
            • Staving off frustration by filling blank cells within any columns that contain numbers with zeros before you create pivot tables.

            Learning Objectives:

            After reading the course material, you will be able to:

            • State how to use the Timeline feature in Excel 2013 and later.
            • Define how to create pivot tables from the information you extract from databases.
            • Identify how to summarize pivot table data in new ways by grouping based on dates or custom arrangements that you define.

            Who Should Attend:
            • All Certified Public Accountants (CPAs)

            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
            NASBA
            $19.00 each Add to cart

            Excel Dexterity Automating Financial Statements

            • Credits:  2
            • Format: Interactive Self Study Video-
            • Field of Study: Computer Software and Apps
            • Author/Speaker: David Ringstrom
            Course ID:Advanced Preparation:Experience Level:
            DR-607.23-SVNoneOverview
            Published Date:Program Prerequisites:Other Course Formats:
            Registered for 2023Basic Understanding of TechnologyN/A
            COURSE DESCRIPTION

            Many 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 eventually can be cumbersome to revise and preserve data integrity.

            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 mouse clicks from a single worksheet. You'll also get tips on exporting data from your accounting package, improving the integrity of your spreadsheets, and much more.

            Who Should Attend:
            • All Certified Public Accountants (CPAs)

            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
            NASBA
            $19.00 each Add to cart

            Excel Dexterity Budget Spreadsheets

            • Credits:  2
            • Format: Interactive Self Study Video-
            • Field of Study: Computer Software and Apps
            • Author/Speaker: David Ringstrom
            Course ID:Advanced Preparation:Experience Level:
            DR-614.23-SVNoneOverview
            Published Date:Program Prerequisites:Other Course Formats:
            Registered for 2023Basic Understanding of TechnologyN/A
            COURSE DESCRIPTION

            In 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 out a separate calculation spreadsheet, create both an operating and a cash flow budget, transform filtering tasks, and preserve key formulas.

            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 well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

            Topics include:
            • Building operating budgets quickly based on detailed supporting schedules that provide an audit trail.
            • Understanding why its worthwhile to build out supporting schedules to break down calculations used in budgets.
            • Avoiding the complexity of nested IF statements with Excels CHOOSE function.
            • Preserving key formulas using hide and protect features.
            • Crafting formulas to compute gross margins, projected sales, commissions, and related amounts.
            • Using range names to streamline formulas and bookmark key inputs within a workbook.
            • Understanding the use of the MONTH function to return the month portion of a date or month name.
            • Copying formulas efficiently down one or more columns at the same time.
            • Improving the integrity of budget spreadsheets by isolating all inputs to a single worksheet.
            • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.

            Learning Objectives:

            After reading the course material, you will be able to:

            • Identify the first level of Excels Order of Operations when calculating formulas.
            • State where range names assigned to worksheet cells appear within Excels user interface.
            • State which tabs within the Format Cells dialog box contains the Hidden checkbox.

            Who Should Attend:
            • All Certified Public Accountants (CPAs)

            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
            NASBA


                   
            $19.00 each Add to cart

            Excel Dexterity Creating Interactive Spreadsheets

            • Credits:  2
            • Format: Interactive Self Study Video-
            • Field of Study: Computer Software and Apps
            • Author/Speaker: David Ringstrom
            Course ID:Advanced Preparation:Experience Level:
            DR-609.23-SVNoneOverview
            Published Date:Program Prerequisites:Other Course Formats:
            Registered for 2023General Understanding of TechnologyN/A
            COURSE DESCRIPTION

            In this on-demand webcast, youll 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
            use a variety of Excels form controls and features to control the data input of other users, simplify data entry, preserve key formulas, minimize spreadsheet maintenance, and more...

            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
            well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

            Topics include:
            • Contrasting Form Controls in Excel versus ActiveX Controls.
            • Discovering the array of form controls available within Excel.
            • Crafting data validation lists that are contingent on selections from a preceding list.
            • Streamlining data entry in Excel with the CheckBox form control.
            • Creating an in-cell list by way of Excels Data Validation feature.
            • Using the ComboBox form control to create a searchable drop-down list.
            • Creating an input rule that requires names to be entered in a last-name, first-name format.
            • Removing data validation from a worksheet when needed.
            • Avoiding merging cells—use the Text Box feature for paragraphs of text instead.
            • Allowing users to make multiple choices by way of the ListBox form control.

            Learning Objectives:

            After reading the course material, you will be able to:

            • Recall the arguments for Excel's INDEX function.
            • State which Goes To Special option allows you to select all form controls on a worksheet at once.
            • Identify which versions of Excel permit using slicers with both tables and pivot tables.

            Who Should Attend:
            • All Certified Public Accountants (CPAs)

            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
            NASBA
            $19.00 each Add to cart

            Excel Dexterity Custom Views

            • Credits:  2
            • Format: Interactive Self Study Video-
            • Field of Study: Computer Software and Apps
            • Author/Speaker: David Ringstrom
            Course ID:Advanced Preparation:Experience Level:
            DR-616.23-SVNoneOverview
            Published Date:Program Prerequisites:Other Course Formats:
            Registered for 2023Basic Understanding of TechnologyN/A
            COURSE DESCRIPTION

            In 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 to hide and unhide multiple worksheets at once, freeze or unfreeze worksheet panes on-demand, store multiple print ranges/settings for a given worksheet, gain control over long lists of data by filtering instead of sorting, and more.

            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 well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

            Topics include:
            • Using Custom Views in Excel 2013 and later to instantly resize the application window for a given workbook.
            • Overviewing Excels Custom Views feature and the types of settings that can be managed in this fashion.
            • Using Excels Custom Views feature to make a single set of data serves multiple purposes.
            • Turning screen elements such as scroll bars, gridlines, worksheet tabs, and more on or off by way of Custom Views.
            • Using Excels Custom Views feature to apply different print settings, including orientation and margins, to a single worksheet.
            • Freezing or unfreezing worksheet panes on-demand with a custom view.
            • Gaining control of long lists of data by filtering instead of sorting.
            • Setting a print range that includes multiple noncontiguous areas of a worksheet.
            • Making the same edits on multiple worksheets at once by grouping worksheets.
            • Using Custom Views to remember frequently selected cell ranges or cursor positions.
            • Applying different filter settings with just a couple of mouse clicks using the Custom Views feature.
            • Protecting hidden sheets from within a workbook.

            Learning Objectives:

            After reading the course material, you will be able to:

            • Define how to replace an existing custom view with new settings.
            • Identify how to remove all custom views from a given workbook.
            • Recall how to freeze or unfreeze worksheet panes.

            Who Should Attend:
            • All Certified Public Accountants (CPAs)

            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
            NASBA
            $19.00 each Add to cart

            Excel Dexterity Database Techniques

            • Credits:  2
            • Format: Interactive Self Study Video-
            • Field of Study: Computer Software and Apps
            • Author/Speaker: David Ringstrom
            Course ID:Advanced Preparation:Experience Level:
            DR-618.23-SVNoneOverview
            Published Date:Program Prerequisites:Other Course Formats:
            Registered for 2023Basic Understanding of TechnologyN/A
            COURSE DESCRIPTION

            The 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 need into Excel where you then can work with it a variety of ways, including using worksheet functions to summarize data, querying text files and databases from within Excel, creating self-updating links to databases and other data sources, and more.

            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 well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

            Topics include:
            • Discovering how Microsoft Query allows you to create self-updating links to databases, spreadsheets, text files, and other data sources.
            • Understanding what SELECT, FROM, WHERE, ORDER BY, and TOP mean within SQL statements.
            • Using the SUMIF function to summarize data based on a single criterion.
            • Using the COUNTIF function to determine the number of times an item appears on a list.
            • Implementing the SUMIFS function to sum values based on multiple criteria.
            • Comparing the AGGREGATE function in Excel 2010 and later to the SUBTOTAL function available in all versions of Excel.
            • Streamlining filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
            • Using Microsoft Query to extract data from Access databases.
            • Eliminating the risk of workbook links by using Microsoft Query to get data from one workbook into another.
            • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
            • Removing automatic links between tables within a query in Microsoft Query.
            • Applying sort criteria to queries youve established in Microsoft Query.
            • Linking data from text files to Excel spreadsheets by way of Microsoft Query.
            • Adding new data sources to Microsoft Excel so you can extract data from text files.

            Learning Objectives:

            After reading the course material, you will be able to:

            • Identify how Microsoft Query allows you to link data from text files to Excel spreadsheets.
            • Compare the AGGREGATE function in Excel 2010 and later to the SUBTOTAL function available in all versions of Excel.
            • Recognize how to duplicate columns, rows, or cells within an Excel worksheet.

            Who Should Attend:
            • All Certified Public Accountants (CPAs)

            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
            NASBA
            $19.00 each Add to cart

            Excel Dexterity Deciphering Error Prompts

            • Credits:  2
            • Format: Interactive Self Study Video-
            • Field of Study: Computer Software and Apps
            • Author/Speaker: David Ringstrom
            Course ID:Advanced Preparation:Experience Level:
            DR-619.23-SVNoneOverview
            Published Date:Program Prerequisites:Other Course Formats:
            Registered for 2023Basic Understanding of TechnologyN/A
            COURSE DESCRIPTION

            If youre often stopped in your tracks by error prompts you always get when youre performing seemingly simple actions in your spreadsheets, youll benefit from this broad-reaching course. Excel expert David Ringstrom, CPA, delves into the intricacies of Excel to explain why error prompts can be encountered, and he outlines in detail what actions to take when Excel appears to go away.

            Who Should Attend:
            • All Certified Public Accountants (CPAs)

            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
            NASBA
            $19.00 each Add to cart

            Excel Dexterity Internal Control

            • Credits:  2
            • Format: Interactive Self Study Video-
            • Field of Study: Computer Software and Apps
            • Author/Speaker: David Ringstrom
            Course ID:Advanced Preparation:Experience Level:
            DR-602.23-SVNoneOverview
            Published Date:Program Prerequisites:Other Course Formats:
            Registered for 2023Basic Understanding of TechnologyN/A
            COURSE DESCRIPTION

            User-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 within your spreadsheets. Techniques covered include Data Validation, Conditional Formatting, hiding worksheets securely, as well as protecting worksheets and workbooks. You'll also see how to improve the integrity of your spreadsheets with VLOOKUP and SUMIF, as well as Excel's Table feature.

            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 well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

            Topics include:
            • Using Data Validation to create a rule that ensures dates entered within a cell are greater than or equal to todays date.
            • Protecting sensitive information by hiding formulas within an Excel workbook.
            • Using Excels IF function to make certain fields appear blank until a required input is provided.
            • Creating self-expanding drop-down lists with Excels Data Validation feature.
            • Toggling the Locked status of a worksheet cell on or off by way of a custom shortcut.
            • Creating an in-cell list by way of Excels Data Validation feature.
            • Ensuring proper VLOOKUP integrity by using Data Validation to create an in-cell drop-down list.
            • Utilizing Data Validation to limit percentages entered in a cell to a specific range of values.
            • Using a custom number format to hide zero amounts within a specific area of a spreadsheet.
            • Using Excels IFERROR function to mask # sign errors, such as #N/A.
            • Viewing two worksheets at the same time within the same workbook.
            • Protecting hidden sheets from within a workbook.

            Learning Objectives:

            After reading the course material, you will be able to:

            • Recall the ribbon tab that the Table feature appears within.
            • State what can be included within a formula to make a cell appear blank under certain conditions.
            • Identify which input is valid for a data validation rule limiting inputs to whole numbers between 0 and 100.

            Who Should Attend:
            • All Certified Public Accountants (CPAs)

            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
            NASBA
            $19.00 each Add to cart

            Excel Dexterity Intro to Lookup Formulas

            • Credits:  2
            • Format: Interactive Self Study Video-
            • Field of Study: Computer Software and Apps
            • Author/Speaker: David Ringstrom
            Course ID:Advanced Preparation:Experience Level:
            DR-603.23-SVNoneOverview
            Published Date:Program Prerequisites:Other Course Formats:
            Registered for 2023Basic Understanding of TechnologyN/A
            COURSE DESCRIPTION

            If 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 youre likely to use them. He demonstrates troubleshooting techniques and prepares you to deal with nuances that can frustrate users new to lookup functions.

            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 well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

            Topics include:
            • Improving the integrity of spreadsheets with Excels VLOOKUP function.
            • Understanding situations that cause Excels VLOOKUP function to return #REF! instead of a value.
            • Future-proofing VLOOKUP by referencing entire columns when available.
            • Utilizing Excels IFERROR function to display alternate values when VLOOKUP returns an error.
            • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
            • Future-proofing VLOOKUP by using Excels Table feature versus referencing static ranges.
            • Implementing Data Validation to ensure users make choices that VLOOKUP will recognize as valid.
            • Learning about the MAXIFS function available in certain versions of Excel 2016.
            • Determining if your version of Excel 2016 is perpetually licensed or part of the Office 365 platform, which periodically adds new features to Excel.
            • Simplifying multiple-field lookups with concatenation (combining fields into a single cell).

            Learning Objectives:

            After reading the course material, you will be able to:

            • Identify which menu in Excel contains the command that launches Excel's Function Wizard.
            • Recall how to determine if you're using the Office 365 version of Excel.
            • Recall the keyboard shortcut that toggles absolute references within a formula.

            Who Should Attend:
            • All Certified Public Accountants (CPAs)

            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
            NASBA
            $19.00 each Add to cart

            Excel Dexterity Logic Functions

            • Credits:  2
            • Format: Interactive Self Study Video-
            • Field of Study: Computer Software
            • Author/Speaker: David Ringstrom
            Course ID:Advanced Preparation:Experience Level:
            DR-617.23-SVNoneOverview
            Published Date:Program Prerequisites:Other Course Formats:
            Registered for 2023Basic Understanding of TechnologyN/A
            COURSE DESCRIPTION

            In 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, along with that include IFS, CHOOSE, VLOOKUP, SUMIF, and several other worksheet functions. You'll also see techniques useful in confirming that complex formulas, such as nested IF functions, are working properly.

            David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. Hell draw to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

            Topics include:
            • Using the SUMIF function to summarize data based on a single criterion.
            • Learning about the IFNA function available in Excel 2013 and later.
            • Viewing the pros, cons, and limitations of nesting IF functions.
            • Discovering the capabilities of the SUMPRODUCT function for calculating payroll and other amounts.
            • Returning the inverse of a TRUE/FALSE test by way of Excels NOT function.
            • Reconstructing spreadsheet data to use VLOOKUP as a better alternative to nesting IF functions.
            • Discovering the capabilities of the SUMPRODUCT function for calculating payroll and other amounts.
            • Facilitating decision-making within Excel formulas by way of the IF function.
            • Understanding when you might wish to use ISERROR or ISNA instead of IFERROR.
            • Streamlining the decision-making process with the IFS function in Office 365.
            • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
            • Employing the SUBSTITUTE function as an alternative to complex formulas based on the IF function.

            Learning Objectives:

            After reading the course material, you will be able to:

            • Recall the maximum number of criteria pairs that the SUMIFS function permits.
            • Identify the worksheet function that enables you to determine whether at least one logical test returns true.
            • Identify the versions of Excel that offer the IFNA worksheet function.

            Who Should Attend:
            • All Certified Public Accountants (CPAs)

            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
            NASBA
            $19.00 each Add to cart

            Excel Dexterity Minimizing Errors

            • Credits:  2
            • Format: Interactive Self Study Video-
            • Field of Study: Computer Software and Apps
            • Author/Speaker: David Ringstrom
            Course ID:Advanced Preparation:Experience Level:
            DR-601.23-SVNoneOverview
            Published Date:Program Prerequisites:Other Course Formats:
            Registered for 2023Basic Understanding of TechnologyN/A
            COURSE DESCRIPTION

            User-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 within your spreadsheets. Techniques covered include Data Validation, Conditional Formatting, hiding worksheets securely, as well as protecting worksheets and workbooks. You'll also see how to improve the integrity of your spreadsheets with VLOOKUP and SUMIF, as well as Excel's Table feature.

            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 well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

            Topics include:
            • Using Data Validation to create a rule that ensures dates entered within a cell are greater than or equal to todays date.
            • Protecting sensitive information by hiding formulas within an Excel workbook.
            • Using Excels IF function to make certain fields appear blank until a required input is provided.
            • Creating self-expanding drop-down lists with Excels Data Validation feature.
            • Toggling the Locked status of a worksheet cell on or off by way of a custom shortcut.
            • Creating an in-cell list by way of Excels Data Validation feature.
            • Ensuring proper VLOOKUP integrity by using Data Validation to create an in-cell drop-down list.
            • Utilizing Data Validation to limit percentages entered in a cell to a specific range of values.
            • Using a custom number format to hide zero amounts within a specific area of a spreadsheet.
            • Using Excels IFERROR function to mask # sign errors, such as #N/A.
            • Viewing two worksheets at the same time within the same workbook.
            • Protecting hidden sheets from within a workbook.

            Learning Objectives:

            After reading the course material, you will be able to:

            • Recall the ribbon tab that the Table feature appears within.
            • State what can be included within a formula to make a cell appear blank under certain conditions.
            • Identify which input is valid for a data validation rule limiting inputs to whole numbers between 0 and 100.

            Who Should Attend:
            • All Certified Public Accountants (CPAs)

            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
            NASBA
            $19.00 each Add to cart

            Excel Dexterity Office 365

            • Credits:  2
            • Format: Interactive Self Study Video-
            • Field of Study: Computer Software
            • Author/Speaker: David Ringstrom
            Course ID:Advanced Preparation:Experience Level:
            DR-613.22-SVNoneOverview
            Published Date:Program Prerequisites:Other Course Formats:
            Registered for 2023Basic Understanding of TechnologyN/A
            COURSE DESCRIPTION

            Historically, each version of Excel has been identical for all users, but thats 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 versions as well as perpetual licensed versions of Excel 2016. David discusses updated features and worksheet functions available in the Office 365 version of Excel 2016, and he shows you step-by-step how to use them. He also shares helpful keyboard shortcuts and tips.

            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 of Excel 2016, 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. In addition, David provides an Excel workbook that includes most of the examples he uses during the webcast.

            Topics include:
            • Updating Office 365 to take advantage of recently released features and improvements.
            • Visualizing data with a Funnel chart, which is exclusive to the Office 365 version of Excel 2016.
            • Preventing pivot tables from automatically resizing columns when you refresh or filter the data.
            • Exploring the risks and benefits of participating in the free Microsoft Office Insider program.
            • Removing the background from pictures within Microsoft Excel.
            • Jump-starting pivot tables by way of the Recommended Pivot Tables feature in Excel 2013 and later.
            • Viewing historical versions of documents that have been saved to Microsofts OneDrive service.
            • Analyzing your data with artificial intelligence by way of the Insights feature in Office 365.
            • Embedding 3D models into Office 365 spreadsheets while seeing whats viewable in other versions of Excel.
            • Deselecting one or more cells from within a selection of cells without having to start over again with the selection process.
            • Mapping geographic data with just a couple of mouse clicks.

            Learning Objectives:

            After reading the course material, you will be able to:

            • Name recently released features and improvements Office 365 offers.
            • Identify the menu where the Recommended PivotTables feature appears in Excel 2013 and later.
            • Define how you can easily map geographic data.

            Who Should Attend:
            • All Certified Public Accountants (CPAs)

            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
            NASBA
            $19.00 each Add to cart

            Excel Dexterity Payroll Analysis

            • Credits:  2
            • Format: Interactive Self Study Video-
            • Field of Study: Computer Software and Apps
            • Author/Speaker: David Ringstrom
            Course ID:Advanced Preparation:Experience Level:
            DR-312.23-SVNoneOverview
            Published Date:Program Prerequisites:Other Course Formats:
            Registered for 2023Basic Understanding of TechnologyN/A
            COURSE DESCRIPTION

            Excel 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: mathematics for employee timesheets, date and time formatting, and stamping, conditional formatting to highlight HR requirements, password protection for sensitive payroll files and worksheets, salary information formatting, and using pivot tables for HR reporting and analysis tasks.

            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 well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

            Topics include:
            • Redacting portions of Social Security numbers by way of Excels TEXT worksheet function.
            • Employing the NETWORKDAYS.INTL worksheet function to determine the number of workdays in a period by excluding holidays as well as specific days of the week.
            • Using Excels Text to Columns features to convert Social Security numbers to values and then apply Excels Social Security number format.
            • Color-coding the top ten (or however many you wish) amounts within a column of numbers with Conditional Formatting.
            • Revealing the undocumented DATEDIF function in Excel for determining the number of months or years between two dates.
            • Transforming a column of salaries into an instant heat map by way of Excels Conditional Formatting feature.
            • Discerning the nuance involved in making pivot tables present data in tabular form.
            • Limiting access to sensitive workbooks by way of password protection.
            • Removing the Table feature from Excel spreadsheets once its no longer needed or simply erasing the alternate row shading.
            • Utilizing the RANDBETWEEN worksheet function to create a series of random numbers.
            • Gleaning the nuances of adding time values together in Microsoft Excel.
            • Drilling down into the details behind any amount within a pivot table with just a double-click.

            Learning Objectives:

            After reading the course material, you will be able to:

            • Apply the Text to Columns feature to convert Social Security numbers to values and then apply Excels Social Security number format.
            • Define how to assign random numbers to a data set in Excel.
            • Recall how to remove Conditional Formatting when its no longer needed.

            Who Should Attend:
            • All Certified Public Accountants (CPAs)
            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
            NASBA
            $19.00 each Add to cart

            Excel Dexterity Pivot Tables Part I

            • Credits:  2
            • Format: Interactive Self Study Video-
            • Field of Study: Computer Software and Apps
            • Author/Speaker: David Ringstrom
            Course ID:Advanced Preparation:Experience Level:
            DR-605.22NoneOverview
            Published Date:Program Prerequisites:Other Course Formats:
            © June 2021Basic Understanding of TechnologyN/A
            COURSE DESCRIPTION

            In 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
            can frustrate new users, so David will be sure to bring these to your attention so that you can use the feature effectively.

            Topics include:
            • Managing information overload by collapsing or expanding pivot table fields.
            • Filtering pivot tables to show fewer columns and/or rows of data.
            • Presenting the largest or smallest values in chart form by way of a Top 10 pivot chart.
            • Filtering pivot table data based on a new dimension by using the Report Filter command.
            • Avoiding the dreaded PivotTable Field Name Already Exists error prompt.
            • Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook.
            • Exploring the nuances of formatting numbers within pivot tables.
            • Discovering four different ways to remove data from a pivot table report.
            • Converting a pivot table to static numbers for archival purposes or to prevent drilling down into the underlying data.
            • Contrasting sorting data within worksheets to the nuances of sorting data within pivot tables.
            • Utilizing the Tabular Format command to display pivot table data in two or more columns instead of a single column in Compact Form.
            • Distinguishing the differences among pivot table-related menus in Excel 2013 and later versus older versions of Excel.

            Learning Objectives:

            After reading the course material, you will be able to:

            • Recall the requirement that enables the Show Report Filter Pages command.
            • Identify which of four ways is not a method for removing fields from a pivot table.
            • Recall the requirement that enables the Show Report Filter Pages command

            Who Should Attend:
            • All Certified Public Accountants (CPAs)

            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
            NASBA


                   
            $19.00 each Add to cart

            Excel Dexterity Pivot Tables Part II

            • Credits:  2
            • Format: Interactive Self Study Video-
            • Field of Study: Computer Software and Apps
            • Author/Speaker: David Ringstrom
            Course ID:Advanced Preparation:Experience Level:
            DR-606.22NoneOverview
            Published Date:Program Prerequisites:Other Course Formats:
            © June 2020Basic Understanding of TechnologyN/A
            COURSE DESCRIPTION

            In 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
            Filter commands, how to disable the GETPIVOTDATA function, how to drill down into numbers with a simple double-click, and much more. You'll also be empowered to easily transform unwieldy data sets into pivot table-ready lists.

            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
            well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

            Topics include:
            • Understanding the data integrity risks posed by pivot tables when users add additional data to the original source list.
            • Building a pivot table report from a list of data.
            • Adding a percentage column to a pivot table with just a couple of mouse actions.
            • Adding fields to a blank pivot table to create instant reports.
            • Creating a pivot table to transform lists of data into on-screen reports.
            • Understanding how the pivot chart formatting works much like formatting other types of charts in Excel.
            • Improving the integrity of pivot tables by utilizing the Table feature in Excel.
            • Filtering data within pivot tables in Excel 2010 and later by way of the Slicer feature.
            • Transforming an unwieldy list of data into a format thats ready to be analyzed within a pivot table.
            • Developing calculated fields that perform math on data within the source data.
            • Utilizing the Tabular Format command to display pivot table data in two or more columns instead of a single column in Compact Form.
            • Visualizing lists of data graphically by way of Excels PivotChart feature.

            Learning Objectives:

            After reading the course material, you will be able to:

            • Recall the keyboard shortcut that creates a pivot chart based on an existing pivot table.
            • State the mouse action that enables you to reconstruct the underlying pivot table source data.
            • Recall which menus appear and disappear as you click within or outside of a pivot table.

            Who Should Attend:
            • All Certified Public Accountants (CPAs)

            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
            NASBA


                   
            $19.00 each Add to cart

            Excel Dexterity SUM SUMIF and More

            • Credits:  2
            • Format: Interactive Self Study Video-
            • Field of Study: Computer Software and Apps
            • Author/Speaker: David Ringstrom
            Course ID:Advanced Preparation:Experience Level:
            DR-608.23-SVNoneOverview
            Published Date:Program Prerequisites:Other Course Formats:
            Registered for 2023Basic Understanding of TechnologyN/A
            COURSE DESCRIPTION

            Follow 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. Take summing to new levels with the SUBTOTAL and AGGREGATE functions, while you learn how to have SUMIF and SUMIFS add up values based upon up to 127 criteria. David also will discuss the SUMPRODUCT function.

            David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. Hell draw to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

            Topics include:
            • Using the SUMIF function to summarize data based on a single criterion.
            • Using the SUM function to drill through two or more worksheets.
            • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
            • Using Excels OFFSET function to dynamically reference data from one or more accounting periods.
            • Extending the functionality of the SUMIF function by incorporating wildcard characters within a formula.
            • Comparing the AGGREGATE function in Excel 2010 and later to the SUBTOTAL function available in all versions of Excel.
            • Using the SUMIFS function to sum values based on multiple criteria.
            • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
            • Verifying sums and totals quickly by simply selecting cells with your mouse.
            • Discovering the capabilities of the SUMPRODUCT function for calculating payroll and other amounts.
            • Using the SUMIFS function to sum values based on multiple criteria.
            • Exploring how the INDIRECT worksheet function can automate pulling values from a group of individual worksheets.

            Learning Objectives:

            After reading the course material, you will be able to:

            • State which versions of Excel that the AGGREGATE function is available in.
            • Name what the SUMIFS function returns if a match cannot be found.
            • Recall the keyboard shortcut for the AutoSum feature.

            Who Should Attend:
            • All Certified Public Accountants (CPAs)

            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
            NASBA
            $19.00 each Add to cart

            Excel Dexterity Table Feature

            • Credits:  2
            • Format: Interactive Self Study Video-
            • Field of Study: Computer Software and Apps
            • Author/Speaker: David Ringstrom
            Course ID:Advanced Preparation:Experience Level:
            DR-604.23-SVNoneOverview
            Published Date:Program Prerequisites:Other Course Formats:
            Registered for 2023Basic Understanding of TechnologyN/A
            COURSE DESCRIPTION

            In 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 and formulas that automatically accommodate expanding lists of data. Sift through lists of data with ease, and eliminate the risk of forgetting to copy formulas both up and down a given column.

            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 well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

            Topics include:
            • Simplifying formula writing by way of table and field names eliminates the need to activate other worksheets.
            • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
            • Using the SUMIF function to summarize data based on a single criterion.
            • Managing cumbersome lists of data using the Table feature.
            • Creating an in-cell list by way of Excels Data Validation feature, and then automating the addition of new items with a table.
            • Minimizing a data integrity risk within pivot tables by way of Excels Table feature.
            • Improving the integrity of pivot tables by utilizing the Table feature in Excel.
            • Improving the integrity of spreadsheets with Excels VLOOKUP function.
            • Applying different filter settings with just a couple of mouse clicks using the Custom Views feature.
            • Applying different filter settings with just a couple of mouse clicks using the Custom Views feature.
            • Determining whether formulas within tables use cell references or field names.
            • Avoiding the need to write repetitive formulas using Excels Data Table feature.

            Learning Objectives:

            After reading the course material, you will be able to:

            • Recall the arguments used within Excel's VLOOKUP function.
            • Identify which versions of Excel permit using slicers with both tables and pivot tables.
            • Identify the feature that makes charts expand automatically as you add additional data to the source range.

            Who Should Attend:
            • All Certified Public Accountants (CPAs)

            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
            NASBA
            $19.00 each Add to cart

            Excel Dexterity What-If Analysis

            • Credits:  2
            • Format: Interactive Self Study Video-
            • Field of Study: Computer Software and Apps
            • Author/Speaker: David Ringstrom
            Course ID:Advanced Preparation:Experience Level:
            DR-611.23-SVNoneOverview
            Published Date:Program Prerequisites:Other Course Formats:
            Registered for 2023Basic Understanding of TechnologyN/A
            COURSE DESCRIPTION

            Youll discover how to implement Excels powerful What-If Analysis Tools in this course presented by Excel expert David Ringstrom, CPA. David outlines how and when to make use of Excels Scenario Manager as well as how to use the Data Table feature to compare calculation results based on two or three inputs. Youll also learn how to implement Excels Goal Seek feature to perform basic what-if analysis to solve for a single value.

            David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. Hell draw to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

            Topics include:
            • Enhancing the Summary Report generated by the Scenario Manager with range names.
            • Using the Summary Report aspect of Scenario Manager to compare different scenarios side by side.
            • Implementing a simple Excel macro that will empower you to apply multiple scenarios at once when you have more than 32 inputs.
            • Exploring the Forecast Sheet feature in Excel 2016, which can extrapolate trends based on existing data in your spreadsheets.
            • Enabling Excels Solver Add-in for more complex what-if analyses.
            • Pausing Goal Seek when necessary to check the status of calculations that involve large numbers.
            • Contrasting Excels Data Table feature with traditional approaches used in spreadsheets.
            • Avoiding the need to write repetitive formulas with Excels Data Table feature.
            • Utilizing the PMT worksheet function to calculate loan payment amounts.

            Learning Objectives:

            After reading the course material, you will be able to:

            • Describe how to apply Excels Solver Add-in for more complex what-if analyses.
            • Apply the PMT worksheet function to calculate loan payment amounts.
            • Define how to make one workbook serve multiple purposes by way of Excels Scenario Manager.

            Who Should Attend:
            • All Certified Public Accountants (CPAs)

            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
            NASBA
            $19.00 each Add to cart

            Excel Dexterity Workbook Links

            • Credits:  2
            • Format: Interactive Self Study Video-
            • Field of Study: Computer Software and Apps
            • Author/Speaker: David Ringstrom
            Course ID:Advanced Preparation:Experience Level:
            DR-620.23-SVNoneOverview
            Published Date:Program Prerequisites:Other Course Formats:
            Registered for 2023Basic Understanding of TechnologyN/A
            COURSE DESCRIPTION

            In 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, as they allow you to connect one Excel spreadsheet to other spreadsheets, Word documents, databases, and even web pages. David also covers how to dramatically improve the integrity of linked workbooks, copy links across rows or down columns, repair broken links, and more.

            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 well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

            Topics include:
            • Controlling whether or not linked workbooks update automatically and how to suppress unwanted prompts.
            • Creating flexible workbook links that can be copied down columns or across rows.
            • Learning about a free tool you can use to locate even the most buried workbook links.
            • Eliminating the risk of workbook links by using Microsoft Query to get data from one workbook into another.
            • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
            • Integrating data on web pages into your workbooks and creating automatic links.
            • Learning how to arrange two worksheets from within the same workbook on-screen and at the same time.
            • Learning how to break links to other workbooks and data sources.
            • Learning how to repair broken workbook links.
            • Learning the most efficient way to link Word documents and Excel spreadsheets.
            • Learning the risks of linked workbooks, determining if a workbook contains links, and seeing how links can hide within Excel features.
            • Learning which functions to avoid when creating workbook links.

            Learning Objectives:

            After reading the course material, you will be able to:

            • Identify and take control of security prompts and settings related to linked workbooks.
            • Recall how to determine if a workbook contains links.
            • Describe how to break links to other workbooks and data sources.

            Who Should Attend:
            • All Certified Public Accountants (CPAs)

            Qualifies and Approved with all State Boards of Accountancy and the following sponsorships:
            NASBA