CPE Catalog & Events

Liam, a public relations executive, needs expert advice regarding equity compensation options he has received. Liam researched key topics but needs the participant's help to validate his findings. Then, participants will review various equity compensation scenarios and advise on the most appropriate tax planning strategies available (e.g., 83(b) election, etc.).

Your client, Multi-Mega Markets Corporation (MMM), a global conglomerate with businesses in entertainment, fashion, retail, software, technology and other industries, is looking for advice on the state of the metaverse. They are considering starting a new subsidiary in the metaverse called The MegaVerse (TMV). Your help is needed to share accurate information about the metaverse, choose the most appropriate MMM subsidiaries to be associated with the metaverse, and make decisions regarding interoperability.

In this scavenger hunt game, you're a tax associate at Surging CPAs, LLC. It's the busy time of year, and you arrive at work to find an urgent assignment in your inbox from your senior manager, Caroline. Another colleague suddenly quit, and Caroline needs help finishing the tax return today for the client, Jasper Jones, a small business owner. Jasper does not want to file an extension. You're asked to jump in and help complete the Schedule C, which is the only remaining form to complete the return.

You just received an email from Roni, a prospective new client. He owns several properties under the business name Roni's Real Rentals LLC and wants help minimizing rental income and maximizing deductions that offset the rental income. You will interview Roni and visit his two properties to gain a better understanding of his situation. Advise Roni by providing him good and relevant ideas, and he will ask you to be his new tax accountant.

Two firms need expert help with Section 754, and game participants are just the right people to assist. First, partners at LMN, LLP are considering electing Section 754. They need to understand key aspects of the process and want to ensure the best outcome to their basis in partnership property and interest. Participants must then leverage their knowledge and calculate the adjusted basis balance sheet for another firm that already elected Section 754.

The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement planning issues.

Years ago, Peter Drucker said, "what gets measured gets managed," and that is true today. As financial professionals, we understand and desire this, but often it's difficult to get the concept across to the remainder of the organization. This program will take a deep dive into metrics with the goal of making them more actionable for any organization. By doing so, we are in a much better position to sharply increase the success of the organization.

This course is a one-lesson intermediate level course that guides you through using the Quick Analysis feature to quickly insert row and column totals and creating formulas using Financial, Date & Time, Math & Trig, Statistical, Lookup & Reference, Database, Text, and Logical functions. The functions covered in this course are the:  IRR, NPV, FV, PV, PMT, SLN, SYD, and DB Financial functions;  NOW, TODAY, DATE, MONTH, DAY, YEAR, TIME, HOUR, MINUTE, SECOND, WEEKDAY, and NETWORKDAYS Date & Time functions;  SUM, RAND, SQRT, and ROUND Math & Trig functions;  AVERAGE, MAX, MIN, COUNT, MEDIAN, MODE.SNGL, and LARGE Statistical functions;  VLOOKUP, HLOOKUP, and FORMULATEXT Lookup & Reference functions;  DSUM, DCOUNT, DAVERAGE, DMIN, and DMAX Database functions;  PROPER, SUBSTITUTE, and LOWER Text functions; and  IF, AND, and IFNA Logical functions.

This course is a two-lesson advanced level course that guides you through creating, formatting, and modifying PivotTables and PivotCharts in Excel using step-by-step hands-on activities. In Lesson 1, you learn how to create a blank PivotTable; then use the Fields List to manually arrange data in the PivotTable. Next, you learn how to create a PivotTable using three additional methods-the Recommended PivotTables button, the Quick Analysis feature, and the Summarize with PivotTable button and Data Model. You learn how to format a PivotTable by applying Number formatting, changing the PivotTable layout, hiding and showing subtotals and grand totals, and applying a PivotTable style. You also learn how to refresh a PivotTable when the underlying data is changed; how to filter a PivotTable; and how to rearrange the structure of a PivotTable. In Lesson 2, you learn to create a PivotChart from a PivotTable using multiple methods-the PivotChart button, standard Excel charting buttons, and a keyboard shortcut-plus you learn how to create a PivotChart and its underlying PivotTable simultaneously. Next, you learn to format the overall PivotChart by applying a chart style and chart layout; then you learn to format individual chart elements, such as the Chart Area, Axes, and Titles using formatting task panes. Finally, you learn to modify a PivotChart by filtering it, changing its chart type/subtype, adding, removing, and repositioning its fields, and changing the underlying data's row and column orientation. Note that this course emphasizes using the traditional keyboard and mouse actions to perform tasks in Excel.

This course is a three-lesson intermediate level course. This course guides you through creating, copying and pasting, reviewing, and correcting basic and complex formulas in Excel using step-by-step hands-on activities. This course emphasizes using a standard keyboard and mouse actions to perform tasks in Excel.

Excel provides a variety of tools you can use to create, format and enhance charts: contextual Ribbon tab buttons, menus and galleries, shortcut menus, keyboard shortcuts, task panes, and more. This course allows you to explore using these tools to create and format common chart types.

This course introduces you to the Excel 2016 software and then guides you through basic Excel features using step-by-step hands-on activities.

This course guides you through creating formulas using Financial, Date & Time, Math & Trig, Statistical, Lookup & Reference, Database, Text and Logical functions.

This course guides you through creating, copying and pasting, reviewing, and correcting basic and complex formulas in Excel 2016 using step-by-step hands-on activities.

This course is a one-lesson intermediate level course that guides you through creating formulas using Financial, Date & Time, Math & Trig, Statistical, Lookup & Reference, Database, Text, and Logical functions.

This course is a two-lesson advanced level course that guides you through creating, formatting, and modifying PivotTables and PivotCharts in Excel using step-by-step hands-on activities.

This course guides you through creating, copying and pasting, reviewing, and correcting basic and complex formulas in Excel 2019 using step-by-step, hands-on activities.

Microsoftr Excelr 365 and Excelr 2019: Getting Started with Excel is a three-lesson basic level course that introduces you to the Excel software and then guides you through basic Excel features using step-by-step hands-on activities. Although this is a basic level course, experienced Excel users switching from earlier versions of Excel can benefit from this course's review of commonly used features plus the introduction of new features, such as the new look for the Excel 365 Start screen or updated features in Excel 2019. Note that this course emphasizes using the traditional keyboard and mouse actions to perform tasks in Excel. Some relevant tips for working with Excel with a Windows touch-screen device are also provided.

Microsoftr Excelr 365/Excelr 2019: Working with Data Ranges and Tables is a two-lesson, intermediate level course that guides you through organizing, entering, and validating worksheet data and then effectively sorting, filtering, subtotaling, and outlining the data. You also learn how to define well-organized data as an Excel table; then use Table features to work with the data. In Lesson 1, you learn how to organize columns and rows of data into a range so that you can effectively sort, filter, subtotal, and outline the data. Then you learn how to protect the data from invalid data entry by setting data validation rules for specific cells. You learn how to copy these validation rules to other cells, how to remove validation rules from cells, and how to use the Data Form dialog box to enter and locate data in a range. Next, you learn how to sort a data range on one column or on multiple columns and how to use a custom sort order, the Filter (AutoFilter) feature, and the Advanced Filter feature to view data that meets specific criteria. Then you learn how to add and remove subtotals from a data range while viewing the data range in outline form. You also learn how to create a chart using an outline's subtotals. Finally, in Lesson 2, you explore the advantages of defining a range of data as an Excel table. You also learn how to analyze data using table tools. This course emphasizes using the traditional keyboard and mouse actions to perform tasks in Excel.

This course guides you through creating and opening PowerPoint presentations; inserting, reorganizing, and deleting slides; applying a design theme and switching between different PowerPoint views. You learn how to insert various types of content on slides, such as bulleted lists, tables, charts, shapes, pictures, SmartArt graphics and sound clips; how run a slide show and how to preview and print audience handouts; how to add animation and transition effects to slides; how to create a custom design theme and a custom template, which you use to create a new presentation; how to integrate Excel workbook data and charts in a presentation using copy and paste; how to add footer text, a date and slide numbers to slides; how to run a full-screen slide show using slide show controls; and how to run a slide show in Presenter view. Note that this course emphasizes using traditional keyboard and mouse actions to perform tasks in PowerPoint and Excel 2016. Some relevant tips for working with PowerPoint 2016 with a Windows 10 touch-screen device are also provided.