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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, ..
Excel Spreadsheet Productivity Tips For Financial Advisors
We’ll explore dozens of financial functions in Excel, how to use them and how to avoid the associated pitfalls. Then we’ll take the results of your calculations and show you how to set up simple dashboards to communicate the results of your analysis. Finally, we’ll introduce you to Excel’s Power Query function and how to leverage it with external data and data sources in Pivot Tables.Excel was built for tho..
Excel: Managing List-Based Data
If you think that Excel is all about working with numbers, then think again. More and more people are turning to Excel to help them to manage list-based data. Whether it's lists of employees, lists of equipment, lists of training courses, or anything else, Excel contains a whole array of features designed to help you to manage your list-based data.Areas CoveredSorting a list of items into alphabetical, nume..
Export Party Responsibilities - USPPI, FPPI, Forwarder, Carrier, Routed Transactions
This training program will discuss why an effective export control program (ECP) consists of many processes that connect, intersect, and overlap. It is vital that employees responsible for export compliance know the requirements of Title 15, CFR, Part 30 and the responsibilities of U.S. parties at the time of export.Areas CoveredForwarder and Carrier ResponsibilitiesRouted Export TransactionsEEI/AES Filing ..
Fall Protection in General Industry
Fall protection in General Industry (GI) has long been a source of confusion within the OSHA regulations. Unlike their Construction and Maritime counterparts, the GI employer does not have a dedicated fall protection subpart or comprehensive rules. Though it is widely understood that fall protection starts at 4 feet for GI, there are still some ambiguous situations where there are no recognized worker prote..
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..
Federal Family Educational Rights and Privacy Act(FERPA) in AY 2020 - 2021
The Federal Family Educational Rights and Privacy Act of 1974 (FERPA) governs the disclosure of student records and information. If any faculty member, administrator, department, or office maintains records on a student, those records are educational records and must comply with the laws and regulations under FERPA. Often, College and university faculty and administrators are not familiar with the req..
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..
Form 941 for 2018: All You Need to Know
This webinar covers IRS Form 941 and its accompanying Form Schedule B for 2018. It discusses what is new for the form in 2018 and covers the requirements for completing each form line by line. It includes the filing requirements and tips on reconciling and balancing the two forms. The webinar also covers the forms used to amend or correct the returns.Form 941 is the link between your payroll records and the..
Form I-9 Compliance Issues Every Employer Needs to Know
Identifying for employers compliance issues which they need to address in order to be in the best possible position to defend an I-9 audit by Immigration & Customs Enforcement (“ICE”). Form I-9 compliance goes beyond just filling out the form. It requires that every business have Form I-9 Policies and Procedures in place that cover topics such as properly making corrections on a Form I-9, storage of For..
GDPR, Are You Ready?
What is the regulation called GDPR? Is your business ready for the change? How do these new laws affect your business? What is sensitive data? These are some of the questions that this webinar called "GDPR, are you ready?" Can answer.This webinar is a comprehensive discussion on the General Data Protection Regulation from the EU. The General Data Protection Regulation (GDPR) which is designed to enable indi..