CPE Catalog & Events
Self Study: Estate Planning 2022
Available Until
Self-Study
2.0 Credits
Estate planning team & administration Unlimited marital deduction & applicable exclusion amount Primary dispositive plans Trusts Annual gift tax exclusion Annuities and installment sales to family members Charitable remainder trusts Family limited partnerships Buy-sell agreements Family documents
Self Study: Estate Planning Essentials
Available Until
Self-Study
10.0 Credits
Estate Planning Estate & Gift Taxes Wills & Probate Trusts Post-Mortem Planning & Tax Return Requirements Estate Planning & The Internet
Self Study: Estate Planning With Business Issues 2022
Available Until
Self-Study
2.0 Credits
Unlimited marital deduction Simple will Types of trusts Charitable trusts Family documents Private annuities Business valuation Redemptions Lifetime dispositions Installment payment of federal estate taxes
Self Study: Estate Planning With Selected Issues
Available Until
Self-Study
21.0 Credits
Estate Planning Estate & Gift Taxes Wills & Probate Trusts Entities & Title Life Insurance, Annuities & Buy-sell Agreements Special Business Issues Estate Tax Freeze Rules Elderly & Disabled Planning Post-mortem Planning & Tax Return Requirements
Self Study: Estate Tools and Trusts 2022
Available Until
Self-Study
2.0 Credits
Build, preserve & distribute Legal documents Estate planning team Estate administration Estate planning techniques and devices Trusts
Self Study: Excel Macros
Available Until
Self-Study
2.0 Credits
Macro recorder Visual basic editor Quick access toolbar
Self Study: Excel Power User Module 10: Getting, Preparing and Summarizing Data
Available Until
Self-Study
2.0 Credits
External data Text files Data preparation Accounting system data Getting graphic
Self Study: Excel Power User Module 1: Fundamental Features
Available Until
Self-Study
2.0 Credits
Selected shortcuts Named references tables Data validation Conditional formatting basics
Self Study: Excel Power User Module 2: Fundamental Functions, Concepts, Techniques
Available Until
Self-Study
2.0 Credits
Better summing Skinny row Hide worksheets Highlight input cells Workbook organization Worksheet organization Nested functions Selection groups Workbook design principles
Self Study: Excel Power User Module 3: Six Critical Excel Functions
Available Until
Self-Study
2.0 Credits
Conditional summing basics with SUMIFS Remove duplicates Lookup basics Improving VLOOKUP with MATCH Improving VLOOKUP with VALUE and TEXT Moving beyond VLOOKUP with INDEX
Self Study: Excel Power User Module 4: Handling Errors and Comparing Lists
Available Until
Self-Study
2.0 Credits
Trap errors with IFERROR The IF function List comparisons The ISERROR function Multicolumn list comparisons with COUNTIFS Indentation Perform lookups with SUMIFS
Self Study: Excel Power User Module 5: Date and Text Functions
Available Until
Self-Study
2.0 Credits
Determine the last day of the month with EOMONTH Date parts: MONTH and YEAR Build your own date with DATE Concatenation basics Improve SUMIFS with CONCATENATE
Self Study: Excel Power User Module 6: Time-Saving Techniques
Available Until
Self-Study
2.0 Credits
Dynamic Headers Horizontal Reports Mapping Tables Data Validation and Reporting Improving Error Check with Boolean Values and the Logical AND Function
Self Study: Excel Power User Module 7: Introduction to PivotTables
Available Until
Self-Study
2.0 Credits
PivotTable basics Row fields Value fields Column fields Filter fields Updating data Groups and subtotals Value formats
Self Study: Excel Power User Module 8: PivotTable vs. Formula-Based Reports
Available Until
Self-Study
2.0 Credits
Report type comparison options Report layout and design Multiple value fields Calculated fields Calculated items
Self Study: Excel Power User Module 9: PivotTable Wrap-Up and Web Data
Available Until
Self-Study
2.0 Credits
Show values as Sorting Filtering Hybrid reports with GETPIVOTDATA Web data
Self Study: Family Tax Planning 2022
Available Until
Self-Study
2.0 Credits
Filing status and exemptions Divorce costs Child, dependent care and adoption credits Education expenses, credits and deductions Medical costs Charitable contributions Casualty and theft losses Home sales and mortgage interest Property rights Elderly, disabled and estate planning
Self Study: Fast Track Retirement Planning (expanded)
Available Until
Self-Study
17.0 Credits
Popular retirement myths Defining retirement & determining retirement income needs Savings Assets Social Security Retirement plans Distributions from retirement plans Nonqualified deferred compensation Life insurance Estate planning
Self Study: Fast Track Retirement Planning 2022
Available Until
Self-Study
3.0 Credits
Popular retirement myths Defining retirement & determining retirement income needs Savings Assets Social Security Retirement plans Distributions from retirement plans Nonqualified deferred compensation Life insurance Estate planning
Self Study: Fraud Investigation Reporting
Available Until
Self-Study
1.0 Credits
Fraud Investigation Reporting