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Jul 6

Excel Data Analysis Series Part 1 - Introduction to BI

Excel is the #1 data analysis tool for accountants. Yet many accountants have never learned the basics of data analysis using Excel or the tools that Excel offers to help with data analysis. We created this 6-part series to teach users the art of...

Jul 6

Excel Formula Expert Series Part 1 - Defined Names & Tables

Did you know that Excel 2010 has 402 functions and Excel 2013 has 453 functions? Did you know there are 12 different function categories? Did you know you could create your own functions? This course is Part 1 of a 6-Part series designed to help...

Jul 6

Social Security: Annual Earnings Test & Taxability of Benefits

Advisors will learn the complexities of the Annual Earnings Test and how Social Security benefits are taxable and how to deduct repayments.

Jul 6

Social Security: Public Employee Issues: Social Security Research Techniques

This session will instruct advisors on to understand the issues unique to public employees and how to navigate the SS website to research questions. You will learn to understand the impact of SS provisions that impact public employees such as...

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