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In Part 3 of this three-part webinar series, you’ll learn how to push the boundaries of pivot tables and manipulate pivot table data faster and more efficiently. You’ll learn about the nuances of grou ...

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In Part 3 of this three-part webinar series, you’ll learn how to push the boundaries of pivot tables and manipulate pivot table data faster and more efficiently. You’ll learn about the nuances of grou ...

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Pivot Tables allow you to search, filter and sort data very quickly, making them an essential data analysis tool in Excel

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Pivot Tables allow you to search, filter and sort data very quickly, making them an essential data analysis tool in Excel

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In this course, we conclude our PivotTable discussion. The session concludes by transitioning to data acquisition techniques.

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In this course, we conclude our PivotTable discussion. The session concludes by transitioning to data acquisition techniques.

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This course introduces the PivotTable feature and covers the basics.

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This course introduces the PivotTable feature and covers the basics.

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PivotTables are one of Excel's best features. They allow you to slice and dice complex data so you can analyze it in a variety of ways. If you have ever had a large list of data and tried to analyze i ...

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This training program introduces plain writing to government employees. The training explains what plain writing is and why it is difficult, provides concrete tools and tips for writing using plain la ...

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This course will guide advisers and plan administrators on methods to avoid benefits and compensation pitfalls for closely-held business. Employee benefits and compensation matters can be challenging ...

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Summary With limited resources and lack of time, many people become responsive, rather than proactive by planning. An eight step planning process establishes the desired outcome, clarifies the current ...

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ITP102WEB

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Discover how to navigate from an abstract idea to a fully fleshed-out data project. In this course, we learn about the principles of defining needs, mapping the business context, establishing a vision ...

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Discover how to navigate from an abstract idea to a fully fleshed-out data project. In this course, we learn about the principles of defining needs, mapping the business context, establishing a vision ...

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This QAS Self Study program is designed for tax professionals of all levels of experience and for people in the accounting and legal professions. This program begins with a review of the basics of the ...

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When an allegation of fraud is made, the first steps you take are critical to the investigation. Are you ready to respond? This course explores the first steps that you should take when an allegation ...

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Section 1031 like-kind exchanges can be intimidating. This course helps make them more accessible by covering all aspects of like-kind exchanges, including what property qualifies, transaction require ...

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OAR710WEB

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This course discusses the issues of concern for an aging population. The need for a well-considered estate plan is addressed. We examine the complexity of the social security system, particularly as i ...

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To address the many planning challenges and opportunities from the perspective of tax, estate and public benefit planning that confront persons as they reach their senior years. This course discusses ...

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Part I of this course is designed as a comprehensive discussion of business entities--proprietorships, general and limited partnerships, LLCs, S corporations, and C corporations. It addresses issues o ...

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This course will give the insurance/financial professional an understanding of the importance of planning for rising health care costs for individuals in their retirement. 

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Distinct planning situations are needed when planning for persons with special needs. This course will address several of those planning situations for persons with special needs, as well as trust pla ...

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Qualified savings opportunities are tremendous means of wealth accumulation. The unique ability to save pre-tax dollars and allow that money to accumulate without tax on gains is a great way to save f ...

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This session gives an overview of the new problems of estate planning for retirement benefits created by SECURE, focusing on the death of the "stretch IRA," the new certainties and uncertainties, what ...

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Organizations must deal with a dizzying level of uncertainty about the future. Volatile commodity prices, natural and man-made disasters, and the world's overall economic health are a few of the many ...

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Presentation Description: Aging presents many challenges. Transitioning financial decision making, changes in living situations, when to quit driving, and how to make health care decisions are the fou ...

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The Tax Cuts and Jobs Act will be the most significant tax reform in 30 years. This course will provide updates on the current status of the legislation and discuss related year-end planning opportuni ...

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Professionals have to be confident when presenting to a buying team, executive decision makers, cross functional or intact teams, peers and subordinates. Planning elements include understanding the fo ...

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The 20% Small Business Deduction and Qualified Business Income Deduction are some of the most confusing aspects of the new tax law. Many questions remain, and practitioners are struggling to incorpora ...