Wednesday, November 30, 2016

Tomorrow: Excel Macro Basics (2-part series)

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Excel Macro Basics (2-part series)
December
 
1-2
1 pm - 2:40 pm ET each day
Presenter: David Ringstrom, CPA, Owner and Founder of Accounting Advisors, Inc.
Credits: CPE (Credit Details)
Can't attend live? By registering, you will be able to view the course live, view a recording at any time after the live presentation, or both.
Viewing Options: View on your computer, tablet, or smartphone
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Course Description
 
Excel Macro Basics: Part 1
December 1st, 2016, 1:00 PM to 2:40 PM, ET


In this comprehensive webcast, Excel expert David Ringstrom, CPA, introduces you to Visual Basic for Applications (VBA) macros—one of Excel's most powerful features.

You'll learn how to use Excel's Record Macro feature to automate repetitive tasks and create your own keyboard shortcuts for Excel features. In addition, David demonstrates how to manage macro security prompts, how to use Excel's Personal Macro Workbook, and how to convert .XLS workbooks to the up-to-date .XLSX format.

After participating in Part 1 of Excel Macro Basics, you'll be equipped to begin using macros immediately to speed up your work in Excel.

Topics Typically Covered:
  • Convert .XLS workbooks to the up-to-date .XLSX format with just two keystrokes.
  • Decipher and manage Excel's macro security prompts.
  • Discover how to use Excel's Personal Macro Workbook.
  • Learn how to use Excel's Record Macro feature to create simple macros, without having any knowledge of programming.
  • Learn the risks and frustrations of using merged cells in Excel worksheets.
  • Understand how macros are used in Excel, along with the risks and benefits associated with them.

Excel Macro Basics: Part 2
December 2nd, 2016, 1:00 PM to 2:40 PM, ET


In Part 2 of Excel Macro Basics, Excel expert David H. Ringstrom, CPA, guides you beyond the basics of Excel's Record Macro feature. He demonstrates how to enhance the code you've created by adding error-handling features, interactive features, and decision-making capabilities.

In addition, David explains how to:
  • Filter based on cell contents.
  • Simplify what-if analysis with Excel's Goal Seek feature.
  • Play back recorded macros to eliminate repetitive tasks.
  • Create simple macros with the Record Macro feature... and more.

Topics Typically Covered:
  • Add error-handling features to Excel macros to compensate for unexpected or missing data entry inputs.
  • Bypass filter drop-down lists by filtering based on cell contents with a single keystroke or mouse click.
  • Discover how to enable the Developer menu in Excel 2007 and later.
  • Gain an understanding of Excel's Goal Seek feature, which is useful in simplifying what-if analyses.
  • Learn how to play back macros you've recorded so as to eliminate repetitive or tedious tasks.
  • Learn how to use Excel's Record Macro feature to create simple macros, without having any knowledge of programming.
  • Learn the nuances of the Excel Macro-Enabled Workbook in versions 2007 and later.
  • Learn what to do if a Debug prompt appears.
  • Understand the nuances of assigning keyboard shortcuts to macros in Excel and avoid superseding shortcuts for built-in features.
  • Use form controls to simplify data entry as well as to control the input of other users.
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The Presenter
About The Presenter
 
David H. Ringstrom, CPA, is the owner and founder of Accounting Advisors, Inc., a spreadsheet consulting firm. Mr. Ringstrom is an author and nationally recognized instructor who teaches scores of webinars each year and provides Microsoft Excel training and consulting services nationwide. Mr. Ringstrom's Excel courses are based on 25 years of consulting and teaching experience.
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● Access courses on your computer, tablet, or smartphone
● More than 75 live webinars each month
● More than 850 on-demand courses
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Measuring and Managing Customer Profitability
December 5 at 1 pm ET
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Advanced Asset Protection Planning
December 6 at 1 pm ET
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December 7 at 1 pm ET
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Questions?
Please call us at 703-372-0550

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Tuesday, November 29, 2016

Tomorrow: Business Tax Planning Fundamentals for CPAs

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Business Tax Planning Fundamentals for CPAs
November
 
30
1 pm - 2:40 pm ET
Presenters: Travis Austin Greaves and T. Joshua Wu, of Caplin & Drysdale
Credits: CPE (Credit Details)
Can't attend live? By registering, you will be able to view the course live, view a recording at any time after the live presentation, or both.
Viewing Options: View on your computer, tablet, or smartphone
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Course Description
 
In business planning, clients rely heavily on their accountant to spot potential tax consequences. From a business at the start up phase to one that is winding down, the accountant is often the guide leading the client through this uncertain period. In this webinar, you'll learn about the key tax issues at each phase of the business life cycle. Upon completion of this course, you will be able to:
  • Distinguish among the taxation of different entities
  • Identify issues at formation
  • Identify employment tax issues
  • Identify tax issues during an acquisition or merger
  • Identify tax issues in winding down a business
  • Recognize basic business compliance and governance issues
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About The Presenters
 
Travis Austin Greaves is an attorney in Caplin & Drysdale's Washington, D.C., office. Mr. Greaves concentrates his practice on federal and state civil and criminal tax controversies. Mr. Greaves regularly represents individuals, partnerships, and corporations through all stages of tax investigations and litigation, including voluntary disclosures, audits and examinations, audit reconsiderations, and negotiated resolutions with the IRS. Previously, Mr. Greaves served as the Tax and Economic Policy Advisor to Louisiana Governor Bobby Jindal. Mr. Greaves is a graduate of Houston College of Law and Georgetown University Law Center.
The Presenter
The Presenter
 
T. Joshua Wu is an attorney in Caplin & Drysdale's Washington, D.C., office. Mr. Wu regularly counsels startup companies, corporations, partnerships, and individual clients on complying with U.S. tax laws and reducing their tax burdens. Mr. Wu represents clients in a variety of tax controversies and tax litigation matters before the Internal Revenue Service (IRS), the U.S. Tax Court, the U.S. Court of Federal Claims, and the U.S. Court of Appeals for the Federal Circuit. Mr. Wu is a graduate of Syracuse University College of Law and Georgetown University Law Center.
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Register Today
All-Access Membership
 
● Earn continuing education credit for no additional fee
● Access courses on your computer, tablet, or smartphone
● More than 75 live webinars each month
● More than 850 on-demand courses
Learn More
Upcoming Webinars
Measuring and Managing Customer Profitability
December 5 at 1 pm ET
Learn More
Advanced Asset Protection Planning
December 6 at 1 pm ET
Learn More
Creating an Effective Accounts Payable Policy and Procedures Manual
December 7 at 1 pm ET
Learn More
Questions?
Please call us at 703-372-0550

Our Mailing Address:
Clear Law Institute | 933 N. Kenmore St, Ste 320 | Arlington | VA | 22201
Remove me from future emails.

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To ensure that you receive our e-mails, please add our @clearlaws.com domain to your whitelist in your email client. Learn how to add @clearlaws.com to your whitelist here.

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