CPE Catalog & Events

The challenge of the pace of A.I. and emerging technologies. The relationship between technology and productivity. Increase your productivity with tools you already use. Recognize the relationship between productivity and value.

Elder Care Confidential, Cautionary Tales for Adult Caregiver and Caretakers of Parents and

Wages, salary and pay Tests for deducting pay to employees Selected types of compensation Payroll taxes Selected fringe benefits Interest-free & below-market loans Equity participation Advantages of nonqualified deferred compensation Funded company account plans Segregated asset plans

Individual ownership & sole proprietorships Corporations Trusts and co-tenancies Co-tenancy taxation, percentage interests and partition Partnership taxation and recapitalization Family partnerships Limited liability companies Retirement plans Custodianship Estate

Asset Protection Alimony & Child Support Bankruptcy Divorce Settlements & Divisions Employment Entities & Title Insurance Property Dispositions Retirement & Employee Benefits Torts & Personal Injuries Wills & Probate Trusts

Estate planning team & administration Unlimited marital deduction & applicable exclusion amount Primary dispositive plans Trusts Annual gift tax exclusion Annuities and installment sales to family members Charitable remainder trusts Family limited partnerships Buy-sell agreements Family documents

Estate Planning Estate & Gift Taxes Wills & Probate Trusts Post-Mortem Planning & Tax Return Requirements Estate Planning & The Internet

Unlimited marital deduction Simple will Types of trusts Charitable trusts Family documents Private annuities Business valuation Redemptions Lifetime dispositions Installment payment of federal estate taxes

Estate Planning Estate & Gift Taxes Wills & Probate Trusts Entities & Title Life Insurance, Annuities & Buy-sell Agreements Special Business Issues Estate Tax Freeze Rules Elderly & Disabled Planning Post-mortem Planning & Tax Return Requirements

Build, preserve & distribute Legal documents Estate planning team Estate administration Estate planning techniques and devices Trusts

Macro recorder Visual basic editor Quick access toolbar

External data Text files Data preparation Accounting system data Getting graphic

Selected shortcuts Named references tables Data validation Conditional formatting basics

Better summing Skinny row Hide worksheets Highlight input cells Workbook organization Worksheet organization Nested functions Selection groups Workbook design principles

Conditional summing basics with SUMIFS Remove duplicates Lookup basics Improving VLOOKUP with MATCH Improving VLOOKUP with VALUE and TEXT Moving beyond VLOOKUP with INDEX

Trap errors with IFERROR The IF function List comparisons The ISERROR function Multicolumn list comparisons with COUNTIFS Indentation Perform lookups with SUMIFS

Determine the last day of the month with EOMONTH Date parts: MONTH and YEAR Build your own date with DATE Concatenation basics Improve SUMIFS with CONCATENATE

Dynamic Headers Horizontal Reports Mapping Tables Data Validation and Reporting Improving Error Check with Boolean Values and the Logical AND Function

PivotTable basics Row fields Value fields Column fields Filter fields Updating data Groups and subtotals Value formats

Report type comparison options Report layout and design Multiple value fields Calculated fields Calculated items