CPE Catalog & Events

Create a new column from existing columns Adding columns is determined by the data type of the column Adding new columns Hands-on examples: column from examples, merging columns, duplicate columns, custom columns, conditional column, index column

What is an append query? What are the data requirements for an append query? Hands-on examples: combining worksheets in the same workbook, listing all objects in a workbook, combining files in a folder

Functions and parameters Demonstration of invoking a function Basics of data modeling Power Query is everywhere Power BI preview features Hands-on examples: creating a data model from a flat file; transferring an Excel data model to Power BI desktop; preview feature: using text by examples in Power BI desktop

Workflow of a data transformation, including data cleaning, data enrichment, and data shaping How to perform data transformations Hands-on example: flattening a general ledger

What is the Power Query Editor? How can I launch the Power Query Editor? Review of the components of the Power Query Editor Preview pane Ribbon Queries pane Query settings pane Applied steps Formula bar

Learning formulas in Power Query Introduction to the “M” language Types of structured values in Power Query Other types of values in Power Query Types of errors in Power Query Custom columns Hands-on examples

What is Power Query? Why should I learn Power Query? What are the benefits of using Power Query? Power Query is not just for Excel Power Query versions are not the same What version of Power Query do I have? How to get Power Query Making your first connection in Power Query Hands-on examples: connection query, editing a query, duplicating a query

Workflow of making a connection Get data Navigator dialog box Query options Global and current workbook Data load options Queries and connections Data source settings Hands-on examples: importing files and databases

What is a merge query? What are the data requirements for a merge query? What are the types of joins for a merge query? Hands-on examples: creating merge queries, creating a full anti-join using an append query, grouping queries

Workflow of the data transformation for a general ledger with sub-accounts Loading a query Loading options for a query Changing the load destination of a query Hands-on examples: flattening a general ledger with sub-accounts; making a connection to the data source; reviewing and documenting the steps created by Power Query

Removing unwanted characters from a data set All data appears in one column Two categories appear in one column Extracting useful information from inconsistent data (Text Analytics) Have a sub-header that is in a row and should be in a column Hands-on examples

Data before and after transformation: unpivoting, pivoting, split to column by delimiter (by columns or rows) Filtering and grouping Fuzzy matching Hands-on examples

Relevant sections of SSARS No. 21, Clarification and Recodification Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22, 23 and 24 Proposed changes to the SSARS guidance Comprehensive sample engagement work programs for preparation and compilation engagements Prescribed form, specified line item, pro forma, and other engagement variations Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements SSARS No. 21 implementation issues and peer review feedback

Relevant sections of SSARS No. 21, Clarification and Recodification Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22, 23 and 24 Proposed changes to the SSARS guidance Comprehensive sample engagement work programs for preparation and compilation engagements Prescribed form, specified line item, pro forma, and other engagement variations Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements SSARS No. 21 implementation issues and peer review feedback

Preparation of a reasonably complicated Form 1120, “U.S. Corporate Income Tax Return,” from trial balance to completed return The importance of Schedule M-1, including adjustments in reconciling book income to tax income and items staff may look for on all business returns New tax-planning strategies for depreciation deductions, including changes to §179 and first-year depreciation under §168(k) as a result of new tax legislation Methods of accounting In-depth analysis of Form 4797 dealing with depreciation recapture Deductible expenses, including rules on meals and entertainment Section 163(j) Computation of tax liability Overview of common business deductions – deductibility and Schedule M-1 How to practically handle uniform capitalization and inventory accounting for a small manufacturing concern And more!

Preparation of a reasonably complicated Form 1120, “U.S. Corporate Income Tax Return,” from trial balance to completed return The importance of Schedule M-1, including adjustments in reconciling book income to tax income and items staff may look for on all business returns New tax-planning strategies for depreciation deductions, including changes to §179 and first-year depreciation under §168(k) as a result of new tax legislation Methods of accounting In-depth analysis of Form 4797 dealing with depreciation recapture Deductible expenses, including rules on meals and entertainment Section 163(j) Computation of tax liability Overview of common business deductions – deductibility and Schedule M-1 How to practically handle uniform capitalization and inventory accounting for a small manufacturing concern And more!

Comprehensive coverage of the Inflation Reduction Act of 2022 and The SECURE Act 2.0  Preparation of various Form 1040 individual tax returns and schedules; provided answers include “filled-in” forms  Coverage of Form 7203  Coverage of §199A qualified business income, its calculation, limitations, and examples  Dividends and interest – Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc.  Security transactions – From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues  Self-employed person issues  Schedule C deductions including depreciation  Sale and exchange of property – Understanding Form 4797 and depreciation recapture; capital gains  A working understanding of passive losses – How to handle rental property and how the passive loss rules flow to the tax forms  Itemized deductions – A thorough understanding of what’s deductible and what’s not  Interest deductions – Limitations and timing problems  Charitable contributions substituting for taxes, IRS says – No!  Retirement contributions and education credits and deductions  Tax computations – The Kiddie Tax, AMT, regular tax, tax credits  Individual problems illustrated by form preparation for various items, with numerous “practice tips”  Impact of recent legislation and forms changes on the 1040 

Comprehensive coverage of the Inflation Reduction Act of 2022 and The SECURE Act 2.0  Preparation of various Form 1040 individual tax returns and schedules; provided answers include “filled-in” forms  Coverage of Form 7203  Coverage of §199A qualified business income, its calculation, limitations, and examples  Dividends and interest – Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc.  Security transactions – From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues  Self-employed person issues  Schedule C deductions including depreciation  Sale and exchange of property – Understanding Form 4797 and depreciation recapture; capital gains  A working understanding of passive losses – How to handle rental property and how the passive loss rules flow to the tax forms  Itemized deductions – A thorough understanding of what’s deductible and what’s not  Interest deductions – Limitations and timing problems  Charitable contributions substituting for taxes, IRS says – No!  Retirement contributions and education credits and deductions  Tax computations – The Kiddie Tax, AMT, regular tax, tax credits  Individual problems illustrated by form preparation for various items, with numerous “practice tips”  Impact of recent legislation and forms changes on the 1040 

Key requirements, options, and disclosures related to each of the basic financial statements The reporting of functional and natural expense information Requirements related to providing liquidity and availability of financial assets information Core not-for-profit requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more The impact of FASB ASC 842, Leases, on not-for-profits

Key requirements, options, and disclosures related to each of the basic financial statements The reporting of functional and natural expense information Requirements related to providing liquidity and availability of financial assets information Core not-for-profit accounting requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more