Accounting and Taxation
Excel - Creating High Impact Business Reports
The training will focus on 4 areas - Pivot tables, charts/graphs, the Power View report adding, and how to present geographic information.No matter what business you are in, a report is a critical tool in your communication armory. As with any communication tool, a presentation is everything. Get it right and it offers the reader (typically a CEO, shareholder, or Project Manager) a valuable insight into the..
Excel Dashboard Basics
In this beneficial presentation, Excel expert David H. Ringstrom, CPA, introduces you to Excel dashboards. Dashboards are quite popular because they empower users to quickly assimilate large amounts of data by way of charts and summary tables. David demonstrates how to: use Excel’s Pivot Table feature to create charts that display data trends, filter data faster using the Slicer feature in Excel 2010 and la..
Excel Savvy: Building Practical Budget Spreadsheets
In this comprehensive webcast, you’ll learn from Excel expert David H. Ringstrom, CPA, how to create dynamic and resilient budget spreadsheets. David shares helpful techniques, including how to separate inputs from calculations, streamline formula writing, preserve key formulas, and create both operating and cash flow budgets. In addition, he discusses the benefits of using a variety of Excel functions and ..
Excel Savvy: Creating Interactive Spreadsheets
In this valuable session, you’ll learn from Excel expert David Ringstrom, CPA, how to create spreadsheets that are interactive, accurate, and user-friendly. David demonstrates a variety of Excel’s 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..
Excel Savvy: Extracting Data from Databases and Text Files
Extracting data from text files or from database management systems, such as Microsoft Access or Microsoft SQL Server, can be intimidating to Excel users. In this outstanding presentation, Excel expert David Ringstrom, CPA, walks you through the process of getting the data you need from databases or from text files into Excel. Once your data is in Excel, you can work with it in a variety of ways, such as us..
Excel Savvy: Filter and Format Data with Ease
You’ll find it easy to filter and format your data after participating in this presentation by Excel expert David Ringstrom, CPA. David shows you how to analyze data more effectively, gain control of long lists of data, identify duplicates in a list, transform filtering tasks, avoid retyping data and cumbersome formulas, bypass filter drop-down lists, and more.David demonstrates every technique at least twi..
Excel Savvy: Implementing the Custom Views Feature
In this presentation, Excel expert David Ringstrom, CPA, shares a variety of ways you can automate your work in Excel by way of the Custom Views feature—one of Excel’s most overlooked features. Step-by-step, David demonstrates how Custom Views allows you to hide and unhide multiple worksheets at once, set a print range for multiple areas of a worksheet, make a single set of data serve multiple purposes, gai..
Excel Savvy: Linked Workbooks
Excel expert David Ringstrom, CPA, discusses the pros and cons of workbook links and walks you through the nuances of creating and working with them. Workbook links allow you to connect one Excel spreadsheet to other spreadsheets, Word documents, databases, and even web pages. In his presentation, David also covers how to dramatically improve the integrity of linked workbooks using Microsoft Query instead o..
Excel Savvy: Mastering Advanced Lookup Functions
In this insightful webcast, Excel expert David Ringstrom, CPA, focuses on alternatives to the VLOOKUP function. While many Excel users rely on VLOOKUP for basic lookup functionality, it’s often because they’re unaware of other functions that can enable them to work more efficiently in Excel. David sheds light on what can go awry with VLOOKUP; explains how to future-proof VLOOKUP; and discusses alternative f..
Excel Savvy: Tips and Techniques for Enhancing Charts
When you participate in this enlightening session, you’ll learn from Excel expert David Ringstrom, CPA, a variety of tips and techniques to help you create and automate your Excel charts. David discusses several helpful features, including the Recommended Charts feature, the Slicer feature, the Sparkline feature, the PivotChart feature, and more. In addition, he explains how to avoid repetitive formatting, ..
False Claims Act (or Whistleblower Act) and Hospital Fraud
A whistleblower or qui tam action can provide financial rewards to individuals who provide information that a company, hospital, or individual has defrauded the government. The primary statutes under which this relief may be sought are the federal and state False Claims Acts (“FCAs”). State and federal governments pay hundreds of billions of dollars each year for pharmaceutical drugs, medical devices, hospi..
FIRPTA Tax Planning and Compliance After Tax Reform
This program will provide the participant with the U.S. federal income, estate, and gift tax implications and planning techniques to properly advise their foreign investor clients on how to best structure their U.S. real property investments under the new tax rules of the Tax Cuts and Jobs Act.Advising foreign real property investors requires tax and other professionals involved with foreign real property i..
Form 1099 Compliance Changes for 2020
The IRS has introduced a new “old” form for 2020 — the Form 1099-NEC. This form was used years ago to report contract labor, but was retired after the 1982 tax season. It is now being brought back for 2020 and is where contract labor payments will now go. No longer will those payments be reported in box 7 of the 1099-MISC. This webinar will cover: who needs to file a 1099-MISC or 1099-NEC; what payments are..
Global Cash Flow : How to Calculate and Use GCF to Determine a Borrower’s Ability to Repay
The webinar will explain how to, first, determine the cash flow from the borrowing entity available to repay debt, and, second, incorporate the available cash flow from guarantor individuals and entities. Analysis of these various cash flows means quantifying existing and proposed debt and adjusting cash flows for living expenses and other costs. Speaker will use case studies, slides, problem-solving skills..
Google Sheets for Accountants
This course provides a concise overview of Google Sheets, a cloud-based spreadsheet application by Google. Similar to Excel, the tool allows users to enter numbers, apply formulas, prepare graphs, create charts, use pivot tables and more. While Excel is the default tool and industry standard for most accountants, Sheets has many underrated capabilities which are clearly superior to Excel. These include onli..