Disaster-Proofing Excel Spreadsheets

It’s always a sickening feeling when something goes awry in an Excel spreadsheet. In this presentation Excel expert David H. Ringstrom, CPA pulls together a number of techniques that you can use to give yourself fallback positions and insurance against things going awry with your spreadsheets. You’ll see how you can improve the frequency of automatic back-ups that Excel creates, as well as establish individual back-ups for key documents. David will also look outside of Excel, comparing the capabilities that are available in the Windows 10 File History feature, Microsoft’s OneDrive service, Google Drive, and Dropbox. You’ll be empowered with numerous risk-management techniques to preserve your spreadsheets.

Who Should Attend
Practitioners seeking to use Microsoft Excel more effectively.

Topics Covered

  • Enabling the File History feature in Windows 10 to afford an additional level of file versioning
  • Using Excel’s Scenario Manager feature to backup key inputs within a spreadsheet
  • Exploring options for recovering lost passwords for Excel spreadsheets
  • Improving the stability of Excel by deleting accumulations of temporary files in Windows
  • Learning the mouse trick that lets you quickly make a copy of an existing worksheet
  • Learning what steps to take if you can’t open a damaged workbook
  • Limiting access to sensitive workbooks by way of password protection
  • Protecting a worksheet to ensure users are limited to changing only specific areas of a worksheet
  • Protecting hidden sheets from within a workbook
  • Protecting macros by assigning a password that prevents macros from being viewed
  • Protecting sensitive information by marking key worksheets as VeryHidden
  • Recovering previous copies of Excel files from Dropbox, Google Drive, OneDrive, or Windows 10 File History

 

Learning Objectives

  • Identify the button within the Scenario Manager dialog box that allows you to apply a given scenario
  • Identify the command within the Tools menu within the Save As dialog box that enables you to password protect an Excel workbook from being opened or modified
  • Recognize the section of the Excel Options dialog box where the AutoRecover setting resides that controls how often Excel creates a back-up copy of your workbooks

 

Level
Intermediate

Instructional Method
Group: Internet-based

NASBA Field of Study
Computer Software & Applications (2 hours)

Program Prerequisites
Prior experience with Microsoft Excel.

Advance Preparation
None

Lightning Fast Depreciation: The World of Depreciation (Updated for CARES Act) (Half-Day Webinar)

We’ll cover the new lightning fast methods of depreciation provided by the Tax Cuts and Jobs Act and CARES Act. You’ll learn how to take fast depreciation, how to minimize recapture income on the sale of property, and how to slow down depreciation if the situation calls for that.

Who Should Attend
CPAs and CPA aspirants in public practice and tax staff in private practice who have a some experience with tax depreciation.

Topics Covered

  • Bonus depreciation after the Tax Cuts and Jobs Act
  • §179 and its application to real property
  • How and when the de minimis rules can be used on residential real property remodels.

 

Learning Objectives

  • Identify the best depreciation method for real estate improvements
  • Differentiate which cost recovery method is best in specific client situations
  • Recognize and apply the new rules for de minimis expensing updated for affects of the Tax Cuts and Jobs Act
  • Recognize and apply the new bonus depreciation rules for qualified improvement property under the CARES Act
  • Recognize and apply the new rules for expensing real property under the Tax Cuts and Jobs Act
  • Recognize and apply planning techniques to target an exact amount of depreciation that maximizes tax benefits over the long haul

 

Level
Intermediate

Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (4 hours)

Program Prerequisites
A basic understanding of tax depreciation methods.

Advance Preparation
None