Opening Session of Borenstein's Form 990 Foundational Series: This "initiation and introduction to" the Form 990's mechanics and importance will prevent you from drowning in...
* This course is #3 in the Microsoft Power BI series of webinars. Click button in Program Content section below to see suggested viewing order. * Excel is a popular tool for data...
With increasing use of data analytics, the validity and cleanliness of data is more important than ever. This is true for normal operations but especially true when an organization...
Businesses have faced many financial hardships during the pandemic. Fortunately, there are tax incentives available to mitigate this. The most significant is the Employee Retention...
Protect assets from plaintiffs, creditors or government agencies. Review planning strategies and solutions, including planning with community property, business entities, trusts...
Have you ever wondered why some bosses and organizations are retention magnets? The answer; they understand that giving their people C.R.A.P. (Caring, respect, appreciation and...
Audit Horror Stories: What to Do When the IRS Audit Goes Off the Rails. Join Attorney Eric Green for this fun and informative look at past audit horror stories and the lessons to...
In a recent Gallup study, 50% of respondents quit because of their manager, which makes your managers and supervisors your company's first line of defense against costly turnover...
Excel has over 500 functions and among those, Defined Names is one of the top choices in creating formulas that make your spreadsheets work better for you. After understanding...
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a...
Are you familiar with the five workbook design principles that help us build reliable recurring-use workbooks? This session covers them, as well as workbook and worksheet...
Do you struggle to find talent in a candidate driven market? Do you get frustrated trying to fill open positions? Do you wonder if there is a way to be successful in the war for...
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