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| This course introduces junior tax professionals to the fundamentals of individual tax preparation. Participants will learn the essentials of Form 1040, including filing requirements, income reporting, and deductions. The session will also cover preparer responsibilities, due diligence, and taxpayer rights under Circular 230. With a theoretical and practical study of Form 1040, and certain accompanying schedules, this course provides critical discussion of tax preparation. Additionally, preparer due diligence requirements, responsibilities and obligations will be covered… | |
| Tax resolution means providing solutions to businesses and individuals alike who find themselves in trouble with the IRS. To resolve tax matters with the IRS, the IRS’ Offer in Compromise (OIC) program encourages delinquent taxpayers to settle their back taxes, often for reduced amounts. The areas covered are: Offers in Compromise, Wage Garnishments, Bankruptcy, Installment, Delinquent Tax Returns, IRS Bank Levies, Freedom of Information Requests, IRS Payment Plans, Payroll Tax Problems, IRS Audits, Penalty Abatement… | |
| Are you Ready to elevate your accounting game and streamline your financial and accounting operations? In a age where automation, AI, technology, and ingenious frauds are common place, everyone needs to be on their toes whether you work in, manage, or simply have responsibility for the accounts payable function. In this fast paced section we not only review the processes from the best practices stand point we investigate the new challenges of technology, AI, new… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide participants through various payroll-related Excel techniques. Topics covered include contrasting using Flash Fill versus the TEXT function to reformat Social Security Numbers. You'll see how to calculate total payroll and total payroll taxes with the SUMPRODUCT function for data analysis, and understand the nuance of adding up time values in Excel. David will also show how to calculate employee tenure with the… | |
| This informative course covers traditional planning tools and their utilization to protect assets. The Uniform Fraudulent Conveyance Act, the Bankruptcy Code, and various aspects of the tax law are highlighted in describing asset protection aspects of corporations, partnerships, limited liability companies, family partnerships, trusts, retirement plans, insurance products, and other conventional tools. Special topics include protection against lawsuits, costs of long-term illness, divorce settlements, foreign asset protection trusts, statutory protections, homestead provisions, exempt assets, cancellation… | |
| Many accounting professionals are unaware of Excel features and functions that improve spreadsheet accuracy and efficiency. In this presentation, author and Excel expert David Ringstrom, CPA, contrasts the SUM, SUBTOTAL, SUMIF, and SUMIFS functions, along with the Subtotal feature. You'll also learn how to use the Table feature to streamline sifting through lists of data, create self-expanding charts, and PivotTables that have much better integrity.Topics covered:• Inserting totals into lists using the Subtotal feature. •… | |
| This course will teach participants how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements. Current perspectives on property transfers, asset divisions, alimony, filing status, exemptions, and child support are examined with an emphasis on planning considerations. The cancellation of indebtedness income inclusion rules are examined in the context of debt forgiveness and property foreclosure. Emphasis is given to the exceptions from income inclusion contained in §108. The… | |
| In this session, author and Excel expert David Ringstrom, CPA, shares techniques you can use to verify the integrity of even the most complicated Excel workbooks. Features covered include Show Formulas, Evaluate Formulas, Trace Precedents, and the FORMULATEXT function. David will contrast editing traditional formulas with dynamic array formulas in Excel 2021 and Excel for Microsoft 365 and writing formulas by using structured references.Topics typically covered:• Utilizing the Error Checking command to locate cells that… | |
| This course provides an overview on the basic concepts and tools of business. Every functional aspect of business is covered. Topics covered are management, organization, human resource management, purchasing, production/operations, accounting, finance, marketing, quantitative methods, legal environment, information technology, business ethics, and international business. | |
| The major purpose of Business Law: The Legal Environment of Business is to provide you with a concise summary of the major legal principles affecting businesspeople and business transactions. It provides a quick, yet comprehensive, review of this vital and wide-ranging area of the law. You will be able to analyze business decisions from a legal responsibility perspective. | |
| This mini-course describes and compares sole proprietorships, partnerships, limited liability companies, “C” corporations, and “S” corporations. It examines their advantages and disadvantages, permitting the participant to properly select the right business entity for their tax and liability needs.ASSIGNMENTAt the start of the materials, participants should identify the following topics for study:* Advantages and disadvantages of sole proprietorships* Taxes for self-employed individuals* Definition of partnership* Partnership tax return & year taxable* Contributed property, assets & services*… | |
| Complete Business Math for Accountants provides accountants, managers, and business entrepreneurs with the information, analyses, and insights necessary to analyze and calculate the consequences of a wide range of business financial strategies and problems. The ability to select the right operational technique is vital if the business is to survive, profit, and grow in today's uncertain economic environment. The owner of a small business must be able to make the right financial decision based on… | |
| While tax reform visions have changed the tax on profits realized from the disposition of real estate, investors still seek escape hatches from the capital gain tax. Tax-deferred exchanges permit the disposition of property often with the taxpayer receiving significant cash but without the payment of any tax. Functionally, an exchange is a bridge over the normally taxable event of moving from one property to another. This course alerts the practitioner to the different planning… | |
| The Conditional Formatting feature in Excel enables you to draw attention to different aspects of your data by applying on-demand colors, number formatting, and borders. In this presentation author and Excel expert David Ringstrom, CPA, helps you delve into and master the art of conditional formatting. Nuances such as identifying duplicate values, filtering by color or icon, and creating in-cell charts with Data bars will be covered. You'll also see how to create formula-based Conditional… | |
| Cost Management: Accounting and Control covers the managerial use of accounting, financial, and operating data for planning, control, and decision making. Emphasis is placed on how to manage costs strategically in order to be globally competitive. The course is designed for managers and entrepreneurs who seek continuous improvement (CI) strategies. Topics include analysis of costs; job order and process costing; break-even and contribution analysis; activity-based costing (ABC); balanced scorecard, cost allocation; responsibility accounting; budget for… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will delve into the essential features of Excel that enhance collaboration and data integrity, focusing on the concept of an Audit Trail. Attendees will learn how to enable Track Changes to monitor spreadsheet edits, restore workbook sharing, and effectively review changes made by collaborators. David will also explore the Show Changes feature in Excel Online, demonstrate the use of the FORMULATEXT function for better… | |
| In this presentation author and Excel expert David Ringstrom, CPA, shows you how to create and remove duplicate data in Excel. You'll see mouse tricks for quickly duplicating rows, columns, and entire worksheets, as well as duplicating formatting to disparate cells. David will demonstrate the nuances of duplicates when using lookup functions, and how to easily identify duplicate data with the Conditional Formatting feature. You'll also see how to use the Data Validation feature to… | |
| We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax-saving strategies. Retirement income needs are calculated; net after-tax Social Security benefits are determined; and distribution options from IRAs and retirement plans are explored. Special consideration is given to the tax treatment of the home and… | |
| Estate planning doesn't have to be a daunting maze of tax codes and regulations; instead, it can be approached as a practical, real-life strategy to protect and distribute assets. This course focuses on the key elements and tools for a successful estate plan, from basic wills and healthcare directives to more complex trusts and partnerships, it explores comprehensive strategies that serve your unique needs. This approach encompasses a range of tools designed to minimize both… | |
| In this presentation author and Excel expert David H. Ringstrom, CPA, shows you how to harness the full power of Data Validation to guide data entry and reduce errors in your spreadsheets. David explains how to create standard drop-down lists—including lists for all twelve months and self-expanding lists based on Excel tables—as well as how to craft dependent lists that adapt based on prior selections. You’ll learn how to apply validation for whole numbers, dates… | |
| Major federal tax reform was passed in July 2025 and this course brings business tax professionals up to speed on what changes. Designed for fall delivery, this update covers the key provisions of the new law that directly impact business owners, passthrough entities, and self-employed taxpayers. Whether your clients file via S corporations, partnerships, sole proprietorships, or farming operations, this course covers the new rules and what they mean for 2025 filings and 2026 planning.We’ll… | |
| A new federal tax law was signed July 4th, 2025—and this course will cover it. If you’re looking for a fall 1040 update that includes the latest legislation, you’re in the right place. This session is built to reflect all changes impacting 2025 individual tax returns, including updates to rates, deductions, credits, and planning strategies.Whether you’re preparing returns, advising clients, or updating internal processes, this course will help you apply the new rules with clarity… | |
| This advanced course builds on the foundational principles introduced in Fundamentals of the 1040 – Core Concepts, guiding participants into the complexities of business income taxation and expanded reporting requirements. Learners will gain practical skills for accurately reporting self-employment income and pass-through entity activity on Form 1040. Income and expense reporting on Schedule C and Schedule E will be covered as well as the integration of essential forms such as Form 7203 (S corporation shareholder… | |
| The introduction of the Sarbanes-Oxley (SOX) Act law fueled rapid growth in the organizational im-portance of internal control systems. Appropriate interpretation and implementation of the inter-nal control framework are vital for every organization. This course incorporates and reflects up-to-date guidance from the PCAOB, the AICPA, the ACFE, and the principles of 2013 the COSO Frame-work as amended. The course not only addresses the theoretical concept of the internal control system but also provides readers with… | |
| This course focuses on the fundamentals of individual tax preparation. Participants will learn the essentials of Form 1040, including filing requirements, income reporting, and deductions. The session will also cover preparer responsibilities, due diligence, and taxpayer rights under Circular 230. With a theoretical and practical study of Form 1040, and certain accompanying schedules, this course provides critical discussion of tax preparation. Learners will gain practical skills for accurately reporting self-employment income and pass-through entity activity… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide attendees through essential techniques to streamline and enhance their Excel experience. David begins by showing how to use the F4 key to toggle between absolute and relative references, making formula adjustments quick and efficient. He’ll delve into assigning names to key input cells and demonstrate the “Create Names from Selection” feature to simplify referencing ranges. Next, David will cover the LET and… | |
| Taxes aren't taxes – they are dollars in terms of the net return on investment. All tax professionals need to know the tax economics of investing for themselves and their clients. This need is accentuated by the rapid rise of the Internet as a broad-based and effective investment tool.The tax professional is in a special position to detect a client's need for financial planning. Preparing returns discloses assets, savings, business entities, and family members. Knowledge… | |
| This course examines the various ideas, methods, and techniques capable of optimizing the overall compensation package for key employees and principals in small to medium-sized businesses. Qualified and non-qualified deferred compensation, benefit targeting, insurance programs, statutory fringe benefits, interest-free loans, and investment planning are investigated. Effective pay plans essential to attract, motivate, and retain key people are defined and evaluated. Consideration is given to indirect compensation in the form of business entertainment, expense accounts, auto… | |
| This course addresses the practical aspects of §469 and the needed skills to handle pragmatic issues. Fundamentals are reviewed, planning opportunities identified, and creative strategies discussed and evaluated along with remaining traditional approaches. The goal of this instructive program is to understand and solve problems under §469, with an emphasis on tax savings ideas. Readers will overview the proper administration of this complex and often cumbersome provision.To complete this course participants need to: Read the… | |
| In 2014, after years of deliberations, the Financial Accounting Standards Board (the FASB) and the International Accounting Standards Board (the IASB) jointly issued the Accounting Standard Update (ASU) No. 2014-09 (codified primarily in ASC 606) and IFRS 15, respectively. ASC 606 replaces virtually all (including industry-specific) U.S. GAAP revenue guidance with a single model. The standard does not just change the amounts and timing of revenue but potentially affects organizations’ financial statements, business processes, and… | |
| This book is designed to survey selected “hot” topics having a direct impact on the property owner and investor. The emphasis is on problem areas where the unwary beginner and expert alike can be trapped. You will learn to identify dangers involving installment sales, imputed interest, exchanging, equity participation, condemnation, passive loss rules, and transactions with foreign investors.To complete this course participants need to: Read the material provided and answer chapter review questions, successfully complete… | |
| This course is divided into two parts. Part I is designed to help you navigate the specialized accounting principles and practices for the media and entertainment (M&E) industry. It discusses all the important authoritative pronouncements on GAAP for broadcasters, cable television, films, and music. Relevant references to and excerpts from ASC 920, ASC 922, ASC 926, and ASC 928 are discussed throughout the course. It also provides specific examples to illustrate the application. Part II… | |
| Strategic Management introduces, explains, and analyzes the activities needed to develop, select, implement, and evaluate a firm’s competitive strategy. This course focuses on both the content of a firm’s strategy and the process by which this strategy is developed and executed. This course is designed to illustrate development, formulation, implementation, and evaluation of business strategy. Emphasis is placed on the need for awareness of, and accommodation to, changes in an organization's internal and external environments… | |
| Spreadsheet work can present what seems like unavoidable data entry tasks, but thankfully there are often ways to avoid or at least minimize drudgery. In this presentation author and Excel expert David H. Ringstrom, CPA, empowers you to work smarter rather than harder. You'll learn how to use AI in Excel to convert pictures or PDF into editable data, and to combine or separate data into columns. David will show how to use worksheet functions… | |
| This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax economics that will permit the tax professional to locate, analyze, and solve the financial aspects of retirement. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the… | |
| Congress is on the cusp of passing the most consequential tax legislation in many years and the well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short overview of the legislative process that is taken by the House and the Senate before the bill is ready to be signed by the President. We will then review the provisions in the House bill passed on May 22, 2025… | |
| This course explores many tax issues that arise from filing for bankruptcy. Also addressed are asset protection for the tax practitioner and medical costs covered under §213. There is an examination of property settlements and other transfers incident to divorce. A tax surprise for many taxpayers is the taxability of debt cancellation and repossessing property sold on the installment method can also be taxable. Finally, practitioners are brought up-to-date information on tax issues affecting estate… | |
| Test the treacherous (and shark-infested) waters of tax, bankruptcy, and financial problems. This course will teach participants how to apply, implement, and evaluate the strategic tax aspects of bankruptcy, property settlements, debt cancellation, and foreclosure. Current perspectives on asset protection, repossession, and bad debts are examined with an emphasis on planning considerations. The cancellation of indebtedness income inclusion rules are examined in the context of debt forgiveness and property foreclosure. Emphasis is given to the… | |
| This comprehensive course gives you every sales and financial forecasting formula and modeling techniques you need to analyze your operation both as a whole and by segment. You'll be provided with proven techniques that help you identify and fix problem areas, analysis techniques that help you evaluate proposals for profit potential, proven methods that improve the accuracy of your short- and long-term forecasting, analysis tools that help you better manage working capital, cash, and accounts… | |
| The Balanced Scorecard (BSC) is a strategic-based responsibility accounting system that converts an organization’s mission and strategy into operational objectives and measures for four perspectives: the financial perspective, the customer perspective, the internal process perspective, and the learning and growth perspective. The course addresses the main features of the Balanced Scorecard and its implementation. Presented are several notable case studies that implemented and applied the BSC. | |
| The program will examine tax issues relating to the formation and operation of partnerships. Participants will gain familiarity with basic areas of partnership taxation so as to recognize a problem and have at hand some practical knowledge for its solution. This course is presented in four practical segments: (1) the formation of partnerships, (2) the basic day-to-day operations of partnerships, (3) the distributions of assets to partners, and (4) the termination of partnership affairs.To complete… | |
| The Time Value of Money (TVM), a fundamental financial principle, explains the worth of money in relation to time; money received today is worth more than money received in the future. TVM has wide application; from personal financial decisions, and corporate finance, to real estate. For example, TVM calculations help 1) individuals decide how much to save and spend in order to reach a desired financial goal, 2) investors pick the mix of a portfolio… | |
| Updating practitioners on current developments, this core program examines and explains the practical aspects of travel and entertainment deductions. Fundamentals are reviewed and planning opportunities are identified. Creative strategies are discussed and evaluated along with traditional approaches. Taxpayers are once again looking to their tax professionals for guidance and planning related to travel and entertainment expenses. The goal of this course is to understand and solve problems. Participants will learn to master the proper administration… | |
| We will discuss Treasury Circular 230 and other ethical issues faced by enrolled agents and other tax preparers. In addition to covering the practice standards espoused by Treasury Circular 230, there will also be an overview of the applicable provisions in the Internal Revenue Code (IRC) and common law which will affect tax preparers. The discussion will conclude with other ethical issues, such as avoiding conflicts of interest, proper fee structure and maintaining competency. Also… | |
| Understanding the economy and coping with the economic environment is critical in today's business performance, which is a major concern for managers and investors. The course addresses macro-economic factors that may affect a business’s performance. Macro-economic factors include business cycles, interest rates, economic policy, inflation, unemployment, housing starts, money supply, and foreign exchange rates. For example, how the Fed's monetary policy affects corporate earnings is stressed. A variety of economic statistics and indicators are also… | |
| This course is an examination of human relations theory and individuals, group, and organizational performance in relation to organizational structure in contemporary business and public agencies. It is an interdisciplinary field, drawing from on concepts from a variety of subject areas. Covered are personality and attitudes, work motivation, interpersonal and group processes, organizational design and development, and decision-making. | |
| This course covers valuations ranging from businesses, bonds, preferred stock and common stock to real estate. Business valuation is essentially a present value concept that involves estimating future cash flows of a business and discounting them at a required rate of return. The value of a bond is essentially the present value of all future interest and principal payments. Stock price may be expressed as a function of the expected future dividends and a rate… | |
| This course provides tax and accounting professionals with a comprehensive overview of overtime requirements under the Fair Labor Standards Act (FLSA). Participants will explore the statutory definition of overtime, exemptions, and the calculation of the “regular rate of pay.” Through practical examples and compliance-focused scenarios, learners will gain the skills to identify risks, properly compute overtime pay, and advise clients or employers on best practices. The course emphasizes regulatory compliance, accurate application of rules, and… | |
| This course provides a focused analysis of the individual and small business provisions in H.R.1, “One Big Beautiful Bill.” Tailored for tax professionals working with Form 1040 filers, the course explores impactful updates, from the no-tax-on-tips provision to enhanced bonus depreciation. Designed to inform planning strategies and compliance for the 2025 tax year and beyond. Participants will gain actionable insight into newly proposed deductions and expanded credits. |