1 CPE credit of Computer Software & Applications for all CPAs
1 CPE credit for Certified Management Accountants (CMA)
1 CPD credit (Verifiable) for Canadian CPAs
1 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)
1 CE credit of Computer Technology for Maryland Tax Preparers
1 General Educational credit for Tax Professionals / Bookkeepers / Accountants
Niche Strategy: Grow Your Bottom Line with High Value Clients
Succession Planning in Accounting Firms: How to Recruit, Develop and Retain Successors
Why You Should Care About the CARES Act
The Power of Succession Planning
The Power of Business Continuity
The Power and Essentials of Estate Planning
Employment and Payroll: The Laws, Rules, And Regulations For Proper Handling
The Art of Effective Communication
Deferring Capital Gains Taxes in the Biden Era
Best Practices: Payroll Tax Withholding and Related Matters
How to Handle Multistate employees’ Tax Withholding and Related Issues Correctly
Avoid Liabilities-Perfect your Understanding of Payroll Tax Withholding
People-centric Skills: Crucial Communications
PEO 101: An Introduction to PEOs
ABC's of AB5 - Independent Contracts
Most of Excel’s data management tools focus on the handling of existing data, for example, sort, that lets you re-arrange rows of data into convenient clusters, or filter, which lets you view just the data you need to see at any given moment. But Data Validation gives you control over data that’s about to be entered into a list – keep out bad data at the start of the data creation process.
You need to make sure that salaries fall within a certain range, or that dates (or times of day) have starting and ending limits or that ID numbers have an explicit number of characters, or that certain kinds of fields can only contain entries available from a master list of set entries.
Among the strongest and most efficient validation options are the idea of a pick list - drastically reduce data entry with drop-down clickable lists – no typing (and no typing mistakes) as well as standardizing entries as you accelerate the data entry process. Users of Microsoft 365 (formerly known as Office 365) can take advantage of the UNIQUE function to build dynamic pick lists.
Although Data Validation features concentrate on controlling new data going into a worksheet, it also lets you identify data that violate new rules that you have set up on existing data.
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Principal, Taylor Associates
Dennis Taylor has taught thousands of Excel seminars and classes over the past 25 years, has presented over 750 Excel webinars, and has been the author/co-author of six books on spreadsheet software. He has taught hundreds of public Excel seminars throughout the US and Canada since 2006 and has recorded numerous Excel courses