Search Trainings
Mastering Excel: Rising Above the VLOOKUP Function
Excel expert David Ringstrom, CPA, shares helpful tweaks you can use with the venerable VLOOKUP function. In this invaluable presentation, he explains alternatives to VLOOKUP, including the INDEX and MATCH, SUMIF, SUMIFS, SUMPRODUCT, IFNA, and OFFSET functions ...
- Basic & Intermediate
- 60 Mins
- David H. Ringst
- Feb 11, 2021
Updated Form 941 and how to handle with the New COVID-19 Credits
This webinar will give you the tools to better be able to understand line by line of Form 941 Details around 2020 updates to the form 941 and review of common errors as reported by the IRS Review of Schedule B and the importance of completing it correctly ...
- Basic & Intermediate
- 60 Mins
- Dayna J. Reum
- Feb 12, 2021
Contractor vs. Employee: How to Tell the Difference and What to Do if the IRS Audits You
This webinar will cover what the IRS looks at when auditing whether a worker is an employee or a contractor. We will cover the current “3-factor” standard the IRS uses, as well as the older “20-factor” standards. We will also discuss the relief options availab ...
- Basic
- 60 Mins
- Jason Dinesen
- Feb 16, 2021
1099-MISC 1099-NEC Compliance: How to Minimize Errors in 2021
This webinar will discuss reporting 2020 information as required on Forms 1099-MISC and 1099-NEC in early 2021 as well as expected updates to the forms for reporting 2021 information. The webinar will cover specific reporting requirements for various types of ...
- Basic & Intermediate
- 90 Mins
- Patrick A. Hagg
- Feb 18, 2021
EBITDA Doesn’t Spell Cash Flow and What Does
Reliance on EBITDA (Earnings before Interest, Taxes, Depreciation, and Amortization) as a measure of cash flow is misplaced because it presumes that borrowers will pay lenders before paying their taxes, expanding their working capital assets and fixed assets t ...
- Basic & Intermediate
- 60 Mins
- Dev Strischek
- Feb 18, 2021
Writing Effective Audit Observations
The key to writing an effective audit observation is having a comprehensive structured process. The Institute of Internal Auditors recommends a process known as the 5Cs: Criteria Condition Cause Consequences (Effect) Corrective Action (Recommendation) ...
- Basic & Intermediate
- 90 Mins
- Jonnie T. Keith
- Feb 24, 2021
TIN Compliance, B-Notices, and Backup Withholding: Avoid Fines and Stay Compliant
Issuers of 1099 Forms can adopt best practices and procedures that streamline the year-end process and provide assurance that 1099s are correct, at least so far as vendor names and TINs are concerned. While certain errors in reporting dollar amounts are consid ...
- Basic & Intermediate
- 90 Mins
- Patrick A. Hagg
- Feb 25, 2021
Controller Challenges in Changing Times
The turbulent ever-changing and technology-driven world of business requires changing and evolving roles for Controllers. The changing focus is more on the soft side of the business rather than accounting & reporting. It is more about people-pleasing than penc ...
- Basic & Intermediate
- 60 Mins
- Carl Young
- Feb 25, 2021
Form 1099 Compliance Changes for 2021
This course will explain the changes relating to Form 1099-MISC for 2020, in particular the changes to how contract labor pay is reported. The IRS has created a new form, called Form 1099-NEC, where contract labor pay will be reported. We will cover these chan ...
- Intermediate
- 60 Mins
- Jason Dinesen
- Feb 25, 2021
NEW! Nacha Operating Rules Changes for 2021 and 2022
The NACHA Operating Rules are always changing, updates have recently been made and continue to be in place due to the current COVID-19 situation! There are six ACH Operations Bulletins posted by Nacha in 2020; four of them explain the updates to the Rules due ...
- Basic & Intermediate
- 90 Mins
- Donna Olheiser
- Mar 03, 2021