CPE Catalog & Events

Elements of inventory cost and full-absorption costing Valuation methodologies, including LIFO, FIFO, weighted average, and specific identification Obsolescence reserves LIFO accounting Differences between book and tax cost capitalization and related income tax accounting Retail inventory valuation methodology Physical inventory observation approaches Accounting issues related to consigned inventory Other challenging issues related to inventory accounting

A review of the various lookup functions, beyond VLOOKUP Which lookup works best for your situation? How to apply the many lookup functions Advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively An in-depth review of the following functions: VLOOKUP/HLOOKUP, XLOOKUP, MATCH / INDEX, XMATCH, INDIRECT, FILTER, SORT/SORTBY, UNIQUE An overview of some newer functions

Importance of client retention Understanding client needs and expectations through client satisfaction surveys and analyzing client feedback Developing effective client retention strategies Fostering client loyalty Handling client complaints and issues through effective complaint resolution

Home office deduction Alimony payments Charitable contributions Medical expense deduction Home mortgage interest deduction State and local income tax (SALT) deduction Gambling winnings and losses

How crowdfunding works The different types of crowdfunding programs Strategies for building a crowdfunding campaign

Introduction to cryptocurrency and key terms   Chronology of cryptocurrency   Virtual currency taxation   Information on any updated guidance

Choice of entity decisions Client consultation questions regarding entity selection

Stock grants, including Restricted Stock Awards (RSAs), Restricted Stock Units (RSUs), and Performance Share Units (PSUs)               Stock options and rights, including Incentive Stock Options (ISOs), Non-Qualified Stock Options (NQSOs), Stock Appreciation Rights (SARs), and phantom awards Employee Stock Purchase Plans (ESPPs) Equity awards and partnerships / S corporations

Why accounting and other professionals should use the metaverse Where accountants and other professionals can find their space in the metaverse How the metaverse is changing the way we work

Tips and tricks to prepare the Schedule C Income and expenses Tax invoice preparation Legal invoice Entertainment invoice Education invoice

Business development Types of properties Rental property use  Rental expenses Deductible expenses Repairs and maintenance Capitalization of expenses Depreciation Accounting methods Treatment of security deposits

How and why a partnership makes a 754 election  The effect of the 754 election when an interest in a partnership is sold or inherited  How the 754 election applies when a partnership makes a distribution of property to one or more of its partners  How to make the 754 basis adjustment

Discussion of capital gain planning Transaction analysis and reporting Elements of a tax-free reorganization Overview of non-federal taxes: state tax implications, estate taxes, gift taxes, generation-skipping taxes, and property taxes

Retirement benefits: What the amount of benefits is in various circumstances Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client? Claiming Social Security: Advantages and disadvantages at ages 62, full retirement age, and 70 Planning: What clients approaching retirement age should consider now with respect to benefits for them, their spouses, and their children Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?

Using metrics that correctly measure the goals of the organization How metrics will differ for non-profits and governments Using metrics to balance cost and benefit Internal and external benchmarking for comparison Having a set of balanced metrics

Multiple ways to create a formula using one or more functions Financial functions to calculate the internal rate of return, net present value, future value, present value, payment and depreciation Date & Time functions to insert date and time components Math & Trig functions to calculate the sum of a range of numbers; find a random number and the positive square root of a number; and round calculations to a specific number of places Statistical functions to find the average, maximum, minimum, count, median and mode of a range of numbers plus the top five numbers Lookup & Reference functions to find specific data and document worksheet formulas Specific criteria and Database functions to calculate the sum, average, maximum value, minimum value and number of cells containing numbers in a database field Text functions to improve worksheet appearance Logical functions to perform calculations based on one or more tests

PivotTable button Recommend PivotTables button  Quick Analysis feature Summarize as PivotTable button with the Data Model PivotTable values PivotTable Design tab Subtotals and grand totals PivotTable style PivotTable Analyze tab  Keyboard shortcuts Filtering arrows PivotTable structure using the Fields List PivotTable using Slicers A calculated field to a PivotTable using the PivotTable Analyze tab Value Field Settings using a shortcut menu PivotChart button to create an embedded PivotChart Standard Excel charting buttons to create a PivotChart Keyboard shortcut to create a PivotChart on its own chart sheet PivotChart and linked PivotTable simultaneously Chart elements using the Chart Elements button Chart style and color scheme using the Chart Styles button Chart layout using the PivotChart Design tab Individual chart elements using the PivotChart Format tab PivotChart using the Pivot Field buttons Chart type and subtype using a shortcut menu PivotChart fields using the Fields List Row/column orientation using the PivotChart Design tab

Basic formula and function syntax Formulas pasted with relative references Status bar options and Sum (AutoSum) for quick calculations Formulas pasted with mixed or absolute references Formula results pasted as values Worksheets for grouping, entering formulas, and formatting Ways to link worksheets and workbooks with 3-D formulas The Insert Function button or Buttons from the Function Library to insert functions in formulas Defined names as function arguments Conditional formatting for formulas’ results Common errors using the Trace Error icon and the Formula Auditing tools A circular reference Color-coded cell borders to correct a cell reference error in a formula How to step through a nested formula How to use the Watch Window and other tools to analyze, protect, and hide formulas

Identify chart elements Select an embedded Pie chart using Recommended Charts; select formatting options for the chart Select a Clustered Column chart using the Quick Analysis feature; select formatting options for the chart Recognize how to preview and print charts Select methods to change the chart type and subtype Identify how to apply a predefined chart layout and chart style Recognize ways to add, select, and format individual chart elements Select methods to add and remove data and change data orientation Select Line with Markers, Stacked Area, exploded 3-D Pie, Pie of Pie, and Clustered Column-Line on Secondary Axis, Treemap, Sunburst, and Waterfall charts; identify ways to format the charts Recognize a Sparklines chart; identify formatting options for the chart Identify ways to insert and format a picture and draw and format a shape on a chart

Describe the Excel application and explain how it is used Start Excel, describe the Start screen, and create a new workbook Describe Excel window elements Open an existing workbook Navigate in a worksheet Select in a worksheet Change Excel options Access Excel help and use Key Tips Close a workbook and close Excel Save a workbook Insert, reposition, select, delete and rename worksheets Enter, edit and format cell contents Create formulas Use functions Apply Accounting and Percent Style formatting Use Flash Fill for data entry Show and hide worksheet elements Undo and redo an action Work in Normal view, Page Layout view and Page Break Preview Set page setup options, preview, and print a worksheet