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Events

Successfully Completing a Gift Tax Return: Form 709 - 1/23/2018 -
Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will have a taxable estate. For these select...
K2's Top Excel Tips and Tricks - 1/23/2018 -
Even in the newest versions of Excel, many time-tested, tried-and-true tips and tricks continue to provide great value to Excel users. This session will cover some of the top Excel tips and tricks based on twenty-five years of delivering...
Getting Ready for Busy Season: A Guide to New Forms, Filing Issues, & Other Critical Developments - 1/23/2018 -
Getting ready for busy season involves not only knowing the new tax rules for the current year, but also understanding how the new rules apply to current-year returns. This course provides an up-to-date review of important tax form changes, new...
Office 365: Take Your Office on the Road With Mobile Apps - 1/23/2018 -
The best way to maximize your Office 365 ROI is to leverage all of the different points of access for your Office files: Excel, Word, PowerPoint, etc. There are over a dozen Office 365 apps available for Android and iOS mobile devices. With an...
Partnership Investments: How to Calculate the Owner's Basis - 1/23/2018 -
A detailed analysis of the calculations related to determining a partner's tax basis for a partnership interest using the Form 1065, Schedule K-1 information. An illustrated example with filled in forms will demonstrate how the process works and...
Microsoft PowerBI: Fundamentals of Power Query - 1/23/2018 -
* This course is #7 in the Microsoft PowerBI series of webinars. Click button in Program Content section below to see suggested viewing order. * Data can be messy, in other words, it is not always clean and neat. Data comes from various sources...
Google Docs for Accountants - 1/23/2018 -
This course provides a concise overview of Google Docs, a cloud-based word processing application by Google. Similar to Microsoft Word, the tool allows users to create documents, add text, edit paragraphs, apply formatting, copy and paste...
The GAO's Green Book: Internal Controls - 1/23/2018 -
*Qualifies for Yellow Book CPE credit* How do you make sure bad things don't happen? Controls! In this webinar workshop, learn how to define risks and apply controls to mitigate the risks - without creating a burdensome bureaucracy. The GAO's...
Ethics: Information Privacy Regulation Overview - 1/23/2018 -
This course will provide an overview of the rapidly expanding array of information privacy regulations that CPAs need to be aware of and in compliance with. This event may be a rebroadcast of a live event and the instructor will be available to...
Working Paper Documentation - 1/23/2018 -
Workpapers support the creation of a tax return. Firms must provide proper data for their work, through accurate documentation of the position taken on a return and by providing authoritative support for it. This documentation not only impacts...

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