Tuesday, February 28, 2017

Tomorrow: Filtering and Formatting Excel Data with Ease

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Filtering and Formatting Excel Data with Ease
March
 
1
1 pm - 2:40 pm ET
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.
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Course Description
 
In this webinar, you'll learn how to analyze data in Excel more effectively and simplify filtering and formatting. You'll learn about new features in Excel 2013 and 2016 as well as features and functions in Excel 2007 and later. Upon completion of this course, you'll be able to:
  • Create your own keyboard shortcuts to simplify repetitive tasks
  • Filter based on cell contents with just one keystroke or mouse click
  • Avoid retyping data or cumbersome formulas
  • Identify powerful techniques to quickly tame large sets of data in Excel
  • Use a variety of Excel functions and features to filter and format your data
  • Apply different filter settings using the Custom Views feature
  • Identify duplicates in a list using the Conditional Formatting feature
  • Compile unwieldy data into the format required for pivot table analysis quickly and easily
  • Describe how the Table feature allows you to transform filtering tasks
  • Recognize which features you can't use when one or more tables exist in a workbook
  • Transform dates and numbers into various formats without retyping by way of custom number formats
  • Transform text by way of Excel's UPPER, LOWER, PROPER, and TRIM functions
  • Color-code your data, identify duplicates, and apply icons
  • Switch between Custom Views by way of a hidden drop-down list you can enable on Excel's Quick Access Toolbar
  • Use Excel's CODE function to identify pesky non-printing characters in your data
  • Use the CLEAN and TRIM functions to eliminate non-printing characters, such as tabs, carriage returns, and spaces, in your data that can trigger #VALUE! and other errors
  • Replace unwanted characters within your data using the SUBSTITUTE function
  • Manage long lists of data by filtering instead of sorting
David typically demonstrates techniques from the version of Excel used by the majority of attendees. This means he uses Excel 2010, 2013, or 2016 to demonstrate techniques, but his detailed handouts identify differences in Excel 2007, 2010, 2013, and 2016 when needed. His webcasts are fast-paced, and attendees often are surprised at the amount of ground he covers in a session. He welcomes participants' questions, so come ready to pick his brain. David's detailed handouts, with numbered steps, serve as reference material you can utilize going forward. He also provides an Excel workbook that includes most of the examples he uses during the webcast.

Course Reviews from Past Attendees

100% of attendees said they would recommend this course to others.
"I learned shortcuts within the 1st 10 minutes."
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The Presenter
About The Presenter
 
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on 25 years of consulting and teaching experience. David's mantra is "Either you work Excel, or it works you," so he focuses on what he sees users don't, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively.
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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 1,000 on-demand courses
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Upcoming Webinars
Excel: Advanced Reporting with PowerPivot and Power Query
March 7 at 3 pm ET
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Rolling Forecasts: The New Way to Budget
March 8 at 1 pm ET
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Fraud in Accounts Payable: How to Prevent and Detect It
March 9 at 1 pm ET
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Questions?
Please call us at 703-372-0550

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Monday, February 27, 2017

Tomorrow: Mastering Form 5471 for Interests in Foreign Entities

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Mastering Form 5471 for Interests in Foreign Entities
February
 
28
1 pm - 2:40 pm ET
Presenter: John Samtoy, Principal at HCVT
Credits: CPE, CLE in all states (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.
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Course Description
 
Reporting a US person's interest in a foreign corporation on Form 5471 can be a daunting task with hefty penalties for late or non-filing. In this webinar, you will learn how to comply with Form 5471 requirements. Upon completion of this course, you will be able to:
  • Understand current enforcement environment including the applicable penalties
  • Recognize when a Form 5471 filing is required
  • Identify how to file past due returns and mitigate penalties via options such as:
    • Claims of reasonable cause,
    • Delinquent International Information Return Submission Procedures,
    • Streamlined Filing Compliance Procedures
    • Offshore Voluntary Disclosure Program
  • Determine direct, indirect, and constructive ownership of foreign corporations
  • Explain how to properly report financial and informational items on the return
  • Understand the impact of Subpart F and Section 956 inclusions on tax returns
  • Describe how to review Form 5471 for errors & omissions.
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The Presenter
About The Presenter
 
John Samtoy is a principal at HCVT where he specializes in international tax consulting and compliance services. Mr. Samtoy is a Certified Public Accountant with expertise in advising clients with cross border assets. He received his master's degree in accounting and taxation from San Diego State University.
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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 1,000 on-demand courses
Learn More
Upcoming Webinars
Excel: Advanced Reporting with PowerPivot and Power Query
March 7 at 3 pm ET
Learn More
Rolling Forecasts: The New Way to Budget
March 8 at 1 pm ET
Learn More
Fraud in Accounts Payable: How to Prevent and Detect It
March 9 at 1 pm ET
Learn More
Questions?
Please call us at 703-372-0550

Our Mailing Address:
Clear Law Institute | 4601 N. Fairfax Dr., Ste 1200 | Arlington | VA | 22203
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This email was sent to virginia.duffy.planetduffy@blogger.com. If you are receiving it in error, please reply to this email.