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| This presentation integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central financial tactics of 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 financial concerns. Designed to improve the quality of services to clients and the profitability of engagements, this program projects the accountant into the world of financial… | |
| This course is designed for managers working for multinational companies (MNCs) as well as accountants, CFOs, controllers, treasurers, and international investors. In a modern economy, neither businesses nor individual investors can afford to be ignorant of the basic concepts of international finance. Changes in exchange rates and differences in national inflation and interest rates can affect the competitive position of businesses regardless of whether they are engaged in international operations.For companies that are engaged in… | |
| This course examines and explains the practical aspects of using a closely held corporation to maximize after-tax return on business operations. Recent developments giving corporations a competitive edge over other entities are explored and detailed. Practitioners are alerted to often missed fringe benefits, retirement planning opportunities, corporate business deductions, income splitting possibilities, and little-known estate planning techniques. The program covers step-by-step tax procedures to form, operate, and ultimately dispose of a closely held corporation. Distinctions… | |
| This course examines and explains the basics of corporate taxation. The focus is on regular or C corporations, their formation, and operation under tax law. The advantages and disadvantages of corporations are examined; incorporation and capitalization issues are discussed; and basic tax rates and specialty taxes are reviewed. The tax treatment of operational expenses and deductions is outlined, and accounting periods and methods are explored. Finally, the dangers of multiple corporations and corporate distributions are… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will empower you with techniques that make for efficient spreadsheet design and data analysis. Learn how to streamline your Excel worksheets by placing titles in a single row, thereby eliminating clutter and improving readability. Discover the power of referencing source data cells directly and creating settings tables for easy configuration and review. Enhance your calculations by assigning names to key input cells, writing smarter… | |
| The ease of access to and rapid flow of information makes cybercrime different from real-world crimes. For example, the transformation of crime with the establishment of the computer and networked technologies leads to the shift of target from more tangible to less tangible forms in values of wealth; from things to ideas expressed in informational sources. Cybersecurity is a complex and ever-changing phenomenon. This course is designed to help you navigate the complexities of this… | |
| Excel is fraught with nuances, especially when working with dates or times. In this presentation author and Excel expert David H. Ringstrom, CPA covers the gamut of date and time related functions and features in Excel. He'll explain common frustrations that arise when entering dates in Excel spreadsheets, along with date and time keyboard shortcuts. David will compare the nuances of the NOW function versus the TODAY function, along with techniques such as using TEXT… | |
| Travel expenses are, for many organizations, their second largest controllable expense. This is just one of the reasons why every organization must have a strong policy that governs these expenditures. That being said, the number of problems that continue to plague many companies when it comes to expense reimbursements defies logic. There has to be a better way.In this course, industry expert Mary Schaeffer takes a look at some of the more common problems experienced… | |
| December 10th & 11th, 2026 Speaker: TBD Schedule of EventsLecture Starts: 8:00am CST, 9am EST, 6am PSTPeriodic breaks will be providedLecture ends at 4:00pm CST, 5:00pm EST, 2:00pm PST | |
| December 10th, 2026 Speaker: TBD Schedule of EventsLecture Starts: 8:00am CST, 9am EST, 6am PSTPeriodic breaks will be providedLecture ends at 4:00pm CST, 5:00pm EST, 2:00pm PST | |
| December 11th, 2026 Speaker: TBD Schedule of EventsLecture Starts: 8:00am CST, 9am EST, 6am PSTPeriodic breaks will be providedLecture ends at 4:00pm CST, 5:00pm EST, 2:00pm PST | |
| December 14th & 15th, 2026 Speaker: Art Werner Schedule of Events Lecture Starts: 8:00am CST, 9am EST, 6am PST Periodic breaks will be provided Lecture ends at 4:00pm CST, 5:00pm EST, 2:00pm PST | |
| December 14th, 2026 Speaker: Art Werner Schedule of Events Lecture Starts: 8:00am CST, 9am EST, 6am PST Periodic breaks will be provided Lecture ends at 4:00pm CST, 5:00pm EST, 2:00pm PST | |
| December 15th, 2026 Speaker: Art Werner Schedule of Events Lecture Starts: 8:00am CST, 9am EST, 6am PST Periodic breaks will be provided Lecture ends at 4:00pm CST, 5:00pm EST, 2:00pm PST | |
| 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. Property settlements, basis allocation, third party transfers, and purchases between spouses are explored and analyzed. Special attention is given to the division of business interests, retirement plans (including QDROs), insurance policies… | |
| In this presentation author and Excel expert David Ringstrom, CPA, will empower you to avoid crises in Excel due to program crashes and establish safety nets for your spreadsheets. Learn how to configure AutoRecover settings and enable automatic backups for key workbooks, including the AutoSave feature available in Excel 2021 and Excel for Microsoft 365. Uncover mouse tricks for efficiently duplicating worksheets and explore both worksheet and workbook protection options to prevent unauthorized changes. Gain… | |
| Participants will learn how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements. Current perspectives on property transfers and asset divisions are examined with an emphasis on planning considerations. This mini-course reviews property settlements and other transfers incident to divorce. Basis allocation, third party transfers, and purchases between spouses are also examined. Common pitfalls for the unwary, such as transfers in trust, installment notes, and purchases between spouses… | |
| While accounting and the practice of law are separate professions, the accountant must be conversant with essential legal concepts. Modern accounting practice requires familiarity with corporate legal structure, business entities, partnership operations, contracts, property rights, employment law, divorce, consumer protection, will & trusts, and even bankruptcy law. This course explores these specific areas with an emphasis on business and accounting issues. This informal and clear guide to the basic concepts of business law provides accountants… | |
| "Just the facts ma'am; just the estate planning facts." Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust types are examined in the context of general estate and gift taxation. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost effective. Talk about having it all in an overview course - there… | |
| As the new administration proposes changes to tax policies, estate planning strategies must adapt to evolving laws and regulations. This course equips financial professionals with advanced tools and techniques to address complex estate planning issues, including the latest legislative and regulatory updates. Participants will gain insights into tax-efficient wealth transfer strategies, charitable giving techniques, and the impact of recent tax law changes on estate and gift taxation.With a focus on real-world application, this course provides… | |
| This exceptional course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney, and nominations of conservator. Designed to eliminate estate problems and death taxes, the emphasis is on practical solutions that are cost-effective. | |
| This course covers a broad range of topics all involving uncertainties in accounting and auditing. It discusses the accounting standards for Going Concern, Contingencies, Guarantees, and Credit Losses. It also covers the audit standards related to auditing accounting estimates and considering going concern.In addition to the exceptional material, Jeff will include his signature video parodies, which are designed to keep you awake and reinforce the material.Learning Objectives:Upon successful completion of this course, the participant should… | |
| A CPA is challenged in today’s work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax laws. In balancing the two interests, a CPA may find him or herself in an ethical dilemma. This course covers not only basic ethical frameworks, but also specific rules governing CPA practice and responsibilities. It… | |
| This course provides a comprehensive overview of the ethical standards and principles governing tax practice, as outlined in IRS Circular 230. Participants will explore the importance of ethics in the tax preparation industry, review IRS rules, and examine common ethical violations and their associated penalties. The course emphasizes procedures that promote compliance with ethical guidelines, equipping tax practitioners to navigate complex ethical dilemmas confidently. Real-world scenarios will be used to demonstrate the application of ethical… | |
| Individuals in the accounting profession have a considerable responsibility to the general public. To gain public trust and maintain professionalism, professional conduct and ethical behavior are necessary. Adhering to ethical standards is both a professional obligation and a legal requirement. This course is designed to the 3-hour Ethics CPE requirement for Ohio CPAs renewing their licenses. It discusses standards of professional conduct and business practices that should be adhered to by CPAs in order to… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide you through a comprehensive exploration of Excel's formula and error-handling capabilities. You'll gain invaluable insights into tackling common spreadsheet challenges, starting with understanding and resolving merged cell errors and various types of formula errors. David will delve into the evolution of worksheet functions and demonstrate techniques for checking worksheet function compatibility across different Excel versions. Explore the latest Excel 2021 and Excel… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide participants through a comprehensive exploration of essential Excel keyboard shortcuts and time-saving techniques. Attendees will learn how to streamline their workflow with menu keyboard shortcuts, copy and paste shortcuts, and efficient worksheet navigation shortcuts. David will also demonstrate the power of Ctrl-R and Ctrl-D keyboard shortcuts, as well as the Show Formulas feature and formula auditing keyboard shortcuts. Participants will discover how… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide participants through a comprehensive exploration of beginning to advanced logic functions and related formulas. Topics covered include the IF and IFS functions, as well as nested IF functions. You'll see how to troubleshoot formulas with the Evaluate Formula feature. David will compare the IFERROR and IFNA functions so that you know the best practices for each. Other functions covered include IS functions… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will demystify some of Excel’s built-in safety nets and nuanced behaviors that can make or break your workflow. You'll learn how to recover unsaved workbooks, make sense of the Auto Recover feature, and understand where OneDrive fits into Excel’s autosave ecosystem. David walks you through how to tweak recovery settings to minimize data loss and shares practical advice for navigating Excel’s sometimes-unpredictable handling of… | |
| In this presentation author and Excel expert David H. Ringstrom, CPA, introduces you to the power and flexibility of PivotTables—Excel’s most effective tool for summarizing and analyzing large datasets. David walks you through the process of creating PivotTables from data ranges and Excel tables, and explains how to format your source data for best results. You’ll learn how to build and customize PivotTables, add or remove fields, rename headers, apply number formatting, and even switch… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will walk you through a deep dive on printing and page layout techniques in Excel. Topics covered include setting or clearing print ranges, adding cells to the print area, utilizing page break preview and page breaks effectively, printing just a chart from a worksheet, and using Quick Print for efficient printing. Other topics include managing print titles, utilizing the Header and Footer Tools, and… | |
| In this presentation, Excel expert David H. Ringstrom, CPA, shares a variety of ways to automate your work in Excel by way of the Custom Views feature. David will also contrast Custom Views with the Sheet Views feature available in Excel 2021 and Excel for Microsoft 365. Both features allow you to hide or display rows and columns, as well as filter settings, by simply applying a view. Custom Views also enables you to hide… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will cover a range of topics to enhance your Excel skills. You will learn how to assign names to cells, which lays groundwork for the LET and LAMBDA functions. The LET function is available in Excel 2021 and Excel for Microsoft 365 and enables you to create pairs of names and associated values that can store intermediate calculations. David will address common issues such… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will take you on a deep dive into the art of data management and analysis in Excel. You'll discover indispensable techniques for filtering Data efficiently and learn time-saving filtering keyboard shortcuts, including how to add Clear Filter to the Quick Access Toolbar for seamless data refinement. David will unveil the power of ad hoc totals while filtering and demonstrate the versatility of the Table… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide you through the powerful features of Excel that can enhance your data management and visualization skills. You will learn how to effectively use built-in Excel templates and create custom workbook and worksheet templates tailored to your needs. David will also demonstrate how to create and utilize chart templates, including building a waterfall chart with VLOOKUP and setting its totals. Additionally, the session… | |
| This course is designed for financial professionals looking to understand Form 1120S. It covers the essential aspects of S corporation taxation, including the preparation of Form 1120S, determining taxable income, and accurately reporting and allocating income, deductions, and credits. Participants will also learn how to calculate shareholder basis and understand the strategic advantages and limitations of an S corporation. | |
| Fraud has always been a concern for anyone associated with financial statements. In this course, Jeff takes a unique approach to the study of this topic by looking at what are considered to be the top ten accounting fraud cases. In studying the cases, you will gain insight into what to look for in the future.In addition to the cases, Jeff will cover various aspects, both authoritative and guidance, related to fraud to further improve… | |
| December 3nd, 2026 Location:Ft Lauderdale Marriott North 6650 North Andrews AveFt Lauderdale, FL 33309 For Hotel Reservations Call (954) 771-0440 Speaker: Art Werner | |
| December 2nd, 2026 Location:Ft Lauderdale Marriott North 6650 North Andrews AveFt Lauderdale, FL 33309 For Hotel Reservations Call (954) 771-0440 Speaker: Art Werner | |
| December 2nd & 3nd, 2026 Location:Ft Lauderdale Marriott North 6650 North Andrews AveFt Lauderdale, FL 33309 For Hotel Reservations Call (954) 771-0440 Speaker: Art Werner | |
| December 7th, 2026 Location:Crowne Plaza Ft. Myers Gulf Coast 9931 Interstate Commerce Dr.Ft. Myers, Florida 99319 For Hotel Reservations call (239) 561-1550 Speaker: Art Werner | |
| December 4th, 2026 Location:Crowne Plaza Ft. Myers Gulf Coast 9931 Interstate Commerce Dr.Ft. Myers, Florida 99319 For Hotel Reservations call (239) 561-1550 Speaker: Art Werner | |
| December 4th & 7th, 2026 Location:Crowne Plaza Ft. Myers Gulf Coast 9931 Interstate Commerce Dr.Ft. Myers, Florida 99319 For Hotel Reservations call (239) 561-1550 Speaker: Art Werner | |
| Understanding the fundamentals of the accounts payable function is critical for any organization that wants to run an effective and efficient accounts payable function. Without this understanding, weak processes are permitted making fraud easier to commit. Duplicate payments increase and the function is not cost-effective. This course presents information the professional can use to create a strong process and implement effective functions. Industry expert Mary Schaeffer shows auditors, controllers, and managers how proper processes in… | |
| This course offers an overview of what Hedge Funds are, how they operate and what is Hedge Fund Accounting all about. The course offers fundamental knowledge of Net Asset Valuation (NAV) concept, essentials of NAV calculation, NAV accounting and reporting process. It describes some useful terms a Hedge Fund Accountant can expect to encounter, basics of portfolio accounting, pricing, and reconciliation process. The course briefly discusses a fund’s income and expenses, and their impact on… | |
| Designed to make the practitioner comfortable with “high traffic” issues, this program enables participants to discuss and handle business/personal tax essentials. The course examines and explains the practical aspects of individual & corporate planning, bridging the gap between theory and application. Significant new developments are summarized with an emphasis on tax savings ideas. This course examines and explains the practical aspects of using a closely held corporation to maximize after-tax return on business operations. Recent… | |
| This course offers an overview of Swap Accounting. Starting with basic definition of swap, the course discusses different types of Swap instruments Hedge funds typically trade in and benefits of having exposure in swaps. The course further discusses accounting entries for Swaps, how to calculate Gain/Loss on swaps and how to show Swap Income and Open Swap Positions on a Fund’s Financials. | |
| The course offers a comprehensive overview of accounting for financial instruments generally traded in hedge funds. This includes accounting for instruments - Equity, Bonds, Futures & Options, Spot & Forward contracts, and processing of Corporate Actions. The course goes over security set up, reference data, market data for portfolio pricing, reconciliation issues, P&L analysis, Trade Workflow, Position Lifecycle maintenance. The course briefly touches upon concepts necessary for a Hedge Fund Accountant to appreciate, to maintain… | |
| This session offers an in-depth walkthrough of the essential components that make up the financial statements of a typical investment fund or pooled investment vehicle. The session breaks down each section of a comprehensive financial report, including the Directors’ Statement, Auditor’s Report, Balance Sheet, Profit & Loss (P&L), and Cash Flow Statement. We’ll explore the Schedule of Investments in detail, including its hierarchical reporting requirements—from investment type to issuer—and the significance of issuer-level disclosures exceeding… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide participants through various techniques to enhance their efficiency and productivity in Excel. Topics covered include viewing a workbook on two monitors for improved multitasking, viewing two worksheets on one monitor for easy comparison and utilizing Zoom to Selection for focused analysis. You'll also learn how to maximize screen real estate with the buried Full Screen mode, utilizing the Split feature for simultaneous… |