No skill is more important in business today than the ability to understand, analyze, and act on information effectively and responsibly. Finance professionals who are also savvy, sharp critical thinkers can cut through ambiguity and information overload to quickly zero in on what is really...
If you only analyze financial statements, you are probably missing many opportunities to increase profitability and cash flow. In this session, you will learn a Profit SizingT process involving three key types of market analysis areas: 1) Business offerings 2) Market segments 3) Geographic...
What makes someone a winner? What do the winners do differently? The answer is - a lot. Winners have a plan that we all can follow. This webcast will review the steps and actions winners take and how we all can become a winner! If you want to win and hate to fail, this webinar is for you.
* This course is #6 in the Microsoft Power BI series of webinars. Click button in Program Content section below to see suggested viewing order. * This course focuses on using the Power Pivot features to enhance data analysis. We will review the 4 features of Power Pivot (data model,...
Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of present...
While the effective date of Topic 606 is behind us, there will always be a need for a comprehensive review of the accounting related to revenue recognition. Plus, though year one of reporting under Topic 606 is complete, there is plenty of opportunity to improve your revenue recognition...
Financial Leaders often achieve their position primarily with left brain analytical skills. They need to develop right brain thinking to evolve to the next level either professionally or as part of their personal growth plan. This course will help the financial executive and professional focus...
Eldercare capacity issues can be complex to address. We tackle the difficult questions like identifying if your client has diminished mental capacity, your legal obligations when trying to engage and help this client, and how to work with family members or those with power of attorney without...
In a world of too much constantly changing information, the challenge for financial professionals is how to provide the right amount of information at the right time and in the right way. How can we create truly innovative finance departments? Learn a few simple steps you can take now to...
Join Aronson partners Mark Robins and David Semendinger as they discuss the significant GAAP accounting impacts that have occurred due to COVID-19. In this presentation, Mark and David will discuss topics such as: • Going concern considerations - What this means and what...
Communication is the glue that connects people, but it doesn't come easy for many of us. If you want to quickly and effectively handle problems with co-workers or clients, and you want people to do what you want without a lot of hassle, this seminar is for you. The bottom line will be better...
PivotTables are the most powerful feature of Excel, yet few business professionals use them in their day-to-day activities. For some, PivotTables are too intimidating; for others, PivotTables are a foreign concept. With a little information, guidance, and demonstration from your instructor, you...
On proposed 2019 Forms 1065, Schedules K-1 and in related instructions, IRS is launching massive new reporting requirements re: negative tax basis capital accounts, at-risk activities, passive activities, partner level built-in gains and many more. Chaos has resulted. IRS has backed off some,...
With the release of Excel 2019 and updates in Excel provided through Office 365 subscriptions, Microsoft continues to pack new features into the popular spreadsheet tool. Enhancements to Power Query, new functions, and improved collaboration opportunities are all available in newer versions of...
Data can be messy! In other words, it is not always clean and neat. Data comes from various sources like text files, Excel spreadsheets, databases, report files, etc. This is how most data analysis projects fail - the inability to get the correct data. This webcast focuses on using Power Query...
Part of the technical competence of most experienced tax practitioners is the ability to advise owners of S corporations and partnerships or multiple-member LLCs treated as partnerships regarding the tax rules that apply when these entities liquidate. Entity liquidations do not occur every day;...
Studying financial results can tell us what business activities need improvement, but often leaves little insight into how to improve. To improve our organization's bottom line, we must learn ways to increase revenue or decrease cost. This comes from gaining new insights about customers,...
A detailed analysis of the calculations related to determining an S shareholder's tax basis for S corporation shares using the Form 1120S, Schedule K-1 information. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. This course qualifies for...
Risk is everywhere; volatile interest rates, commodity prices, and markets. The best business leaders excel at mitigating risks, but some risks can't be tamed while others can be. How did this happen? Why is market risk increasing and happening more frequently - despite governmental regulations?...
This course provides a concise overview of robotic process automation (RPA) -- technologies that conduct high-volume, repeatable tasks that previously required humans to perform. These "bots" can automatically log into applications, enter data, do calculations, complete tasks, make decisions...
