Monday, July 31, 2017

Hot Topics in IRS Enforcement: Tips from the Tax Trenches

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Hot Topics in IRS Enforcement: Tips from the Tax Trenches
August
 
14
3 pm - 4:40 pm ET
Presenter: Michel Stein, principal at Hochman, Salkin, Rettig, Toscher & Perez
Credits: CPE, IRS EA, CLE in all states (Credit Details)
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Course Description
 
In this webinar, you'll learn about IRS tax enforcement priorities. The course will cover topics such as, practitioner representation strategies, IRS Wealth Squad examination techniques, voluntary disclosure considerations, and Qualified Amended Returns and FOIA requests. Upon completion of this course, you will be able to:
  • Describe current IRS tax and enforcement priorities
  • Discuss practical strategies and techniques to defend against IRS Exams and Appeals
  • Identify key techniques to reduce or minimize penalty exposure
  • List best practices and identify potential ethical issues in representing taxpayers
  • Explain how to recognize avoid mistakes that could result in additional tax and penalties
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The Presenter
About The Presenter
 
Michel R. Stein is a principal at Hochman, Salkin, Rettig, Toscher & Perez. Mr. Stein specializes in tax controversies, as well as tax planning for individuals, businesses and corporations. Mr. Stein has litigated tax cases in the U.S. Tax Court, the U.S. District Court, and various U.S. Circuit Courts of Appeal. He is a graduate of New York University School of Law.
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● 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
Sales and Use Tax: The Hidden Danger in Invoices
August 8 at 1 pm ET
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Financial Management 101 for Not-for-Profit Organizations
August 9 at 1 pm ET
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Excel Dashboards (2-part series)
August 10 at 1 pm ET
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Friday, July 28, 2017

Dealing with Duplicate Data in Excel

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Dealing with Duplicate Data in Excel
July
 
31
1 pm - 2:40 pm ET
Presenter: David Ringstrom, CPA, author and nationally recognized Excel instructor
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 identify and manage duplicate data in Microsoft Excel. You'll use a pivot table to determine how many duplicates are in a list and apply worksheet functions such as SUMIF and COUNTIF to tally or count duplicates. Upon completion of this course, you'll be able to:
  • Apply the Advanced Filter and Remove Duplicates features
  • Define how to visually identify duplicate records with the Conditional Formatting feature
  • Describe how to use a pivot table to calculate how many times duplicates appear within a list
  • Identify differences between two different lists
  • Create a data validation rule that ensures users can't enter the same data more than once in a given area of a spreadsheet
  • Copy an existing worksheet using an easy mouse trick
  • Use a wildcard character to summarize data based on a partial match
  • Refresh a list as you correct instances of duplicates
David demonstrates every technique at least twice, first on a PowerPoint slide with numbered steps, and second in Excel 2016. He'll draw to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts.

Topics Typically Covered:
  • Learn the mouse trick that lets you quickly make a copy of an existing worksheet.
  • Eliminate duplicates from a list with just a few mouse clicks.
  • Identify duplicates in a list using Conditional Formatting.
  • Filter list entries based on colors that you apply manually or with Conditional Formatting.
  • Use the Reapply command to refresh a list as you correct duplicate instances.
  • Use Conditional Formatting to color-code your data, identify duplicates, and apply icons.
  • Use the COUNTIF function to determine the number of times an item appears on a list.
  • Use Excel's COUNTIF function with Conditional Formatting to highlight the second and beyond instances of entries on a list.
  • Use the MATCH worksheet function to identify differences between two different lists.
  • Understand why numeric data may appear in a pivot table more than once, and how to correct the problem.
  • See how to instantly determine the number of duplicates in a list with a pivot table.
  • Improve the integrity of spreadsheets with Excel's VLOOKUP function.
  • Learn how VLOOKUP stops looking after it finds an initial match within a list.
  • Use the SUMIF function to summarize data based on a single criterion.
  • Use a wildcard character with SUMIF to summarize data based on a partial match.
  • Create a data validation rule that prevents users from entering the same data more than once in a list.
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Register Today
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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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
Sales and Use Tax: The Hidden Danger in Invoices
August 8 at 1 pm ET
Learn More
Financial Management 101 for Not-for-Profit Organizations
August 9 at 1 pm ET
Learn More
Excel Dashboards (2-part series)
August 10 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.