Course Presented By Credits Date
Excel Lookups: VLOOKUP vs. INDEX/MATCH
In this webinar, we'll compare VLOOKUP to INDEX/MATCH.
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Jeff Lenning 1 credits Other 08/22/2019 @2:00 PM EST
Everything Your Clients Need to Know About Opportunity Zones
Opportunity Zones are a new community investment tool established by Congress in the Tax Cuts and Jobs Act of 2017 to encourage long-term investments and revitalize low-income communities nationwide.
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Thomas Castelli, CPA 1 credits Tax 08/28/2019 @2:00 PM EST
Bitcoin and Blockchain Will Eat Our Lunch: How Accountants and CPAs Will Lose Jobs to this Technology
The technology disruption will begin to accelerate.
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Robert Eppele 1 credits Other 08/29/2019 @2:00 PM EST
Responding to the Most Common IRS Notices
More than 200 million IRS notices are sent each year with hundreds of different types of penalties. Learn how to get them resolved in the most efficient way possible for your clients.
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Jeffrey McNeal, EA 1 credits Tax 09/04/2019 @2:00 PM EST
What Every Small Business Owner and CPA Should Know to Provide Tax-Free Health Care Benefits
Learn how a small business can provide benefits to retain employees, attract quality candidates, reduce payroll taxes and provide tax-free health care relief using Section 105 of the IRS code.
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Russell N. Thomas Jr. 1 credits Tax 09/10/2019 @2:00 PM EST
10 Critical Steps to a Financially Secured Retirement: Focus on IRA Planning and Social Security
Improper implementation of retirement strategies can cause individuals to lose significant portions of their retirement nest eggs to income taxes and to miss out on opportunities that could increase overall retirement income. But, with proper guidance on the right steps that should be taken, individuals can get the maximum benefits from their retirement savings, including social security.
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Denise Appleby, APA, CISP, CRPS, CRC, Heather Schreiber, RICP® 1 credits Tax 09/17/2019 @2:00 PM EST
Everything Your Clients Need to Know About Opportunity Zones
Opportunity Zones are a new community investment tool established by Congress in the Tax Cuts and Jobs Act of 2017 to encourage long-term investments and revitalize low-income communities nationwide.
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Thomas Castelli, CPA 1 credits Tax 09/18/2019 @2:00 PM EST
Excel Lookups: VLOOKUP vs. SUMIFS
In this webinar, we'll compare VLOOKUP to SUMIFS so that you are comfortable knowing when to use them in your Excel workbooks.
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Jeff Lenning 1 credits Other 09/25/2019 @2:00 PM EST
Bitcoin and Blockchain Will Eat Our Lunch: How Accountants and CPAs Will Lose Jobs to this Technology
The technology disruption will begin to accelerate.
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Robert Eppele 1 credits Other 10/02/2019 @2:00 PM EST
Responding to the Most Common IRS Notices
More than 200 million IRS notices are sent each year with hundreds of different types of penalties. Learn how to get them resolved in the most efficient way possible for your clients.
View Details Register
Jeffrey McNeal, EA 1 credits Tax 10/09/2019 @2:00 PM EST
Everything Your Clients Need to Know About Opportunity Zones
Opportunity Zones are a new community investment tool established by Congress in the Tax Cuts and Jobs Act of 2017 to encourage long-term investments and revitalize low-income communities nationwide.
View Details Register
Thomas Castelli, CPA 1 credits Tax 10/16/2019 @2:00 PM EST
10 Critical Steps to a Financially Secured Retirement: Focus on IRA Planning and Social Security
Improper implementation of retirement strategies can cause individuals to lose significant portions of their retirement nest eggs to income taxes and to miss out on opportunities that could increase overall retirement income. But, with proper guidance on the right steps that should be taken, individuals can get the maximum benefits from their retirement savings, including social security.
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Denise Appleby, APA, CISP, CRPS, CRC, Heather Schreiber, RICP® 1 credits Tax 10/22/2019 @2:00 PM EST
What Every Small Business Owner and CPA Should Know to Provide Tax-Free Health Care Benefits
Learn how a small business can provide benefits to retain employees, attract quality candidates, reduce payroll taxes and provide tax-free health care relief using Section 105 of the IRS code.
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Russell N. Thomas Jr. 1 credits Tax 10/23/2019 @2:00 PM EST
Excel Lookups: VLOOKUP Alternative -- Power Query
In this webinar, we'll explore how to use Power Query to accomplish tasks typically performed with VLOOKUP. Plus, we'll see how Power Query even supports multi-column lookups.
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Jeff Lenning 1 credits Other 10/30/2019 @2:00 PM EST
10 Critical Steps to a Financially Secured Retirement: Focus on IRA Planning and Social Security
Improper implementation of retirement strategies can cause individuals to lose significant portions of their retirement nest eggs to income taxes and to miss out on opportunities that could increase overall retirement income. But, with proper guidance on the right steps that should be taken, individuals can get the maximum benefits from their retirement savings, including social security.
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Denise Appleby, APA, CISP, CRPS, CRC, Heather Schreiber, RICP® 1 credits Tax 11/05/2019 @2:00 PM EST
Everything Your Clients Need to Know About Opportunity Zones
Opportunity Zones are a new community investment tool established by Congress in the Tax Cuts and Jobs Act of 2017 to encourage long-term investments and revitalize low-income communities nationwide.
View Details Register
Thomas Castelli, CPA 1 credits Tax 11/13/2019 @2:00 PM EST
10 Critical Steps to a Financially Secured Retirement: Focus on IRA Planning and Social Security
Improper implementation of retirement strategies can cause individuals to lose significant portions of their retirement nest eggs to income taxes and to miss out on opportunities that could increase overall retirement income. But, with proper guidance on the right steps that should be taken, individuals can get the maximum benefits from their retirement savings, including social security.
View Details Register
Denise Appleby, APA, CISP, CRPS, CRC, Heather Schreiber, RICP® 1 credits Tax 12/02/2019 @2:00 PM EST
Everything Your Clients Need to Know About Opportunity Zones
Opportunity Zones are a new community investment tool established by Congress in the Tax Cuts and Jobs Act of 2017 to encourage long-term investments and revitalize low-income communities nationwide.
View Details Register
Thomas Castelli, CPA 1 credits Tax 12/11/2019 @2:00 PM EST