This month’s column walks you through all the special ways you can paste text, data, and even application capabilities in Excel.
Helping retirement plan participants understand their net worth
Two easy mistakes seen in retirement planning involve valuation of pensions and improper net-worth comparisons.
Elisabeth Sandersfeld, CPA, CGMA
Elisabeth Sandersfeld, CPA, CGMA, the CFO at Continental Western Group, Berkley Agribusiness, and Berkley North Pacific, talks about risk and planning for the unexpected.
How accounting firms deal with hybrid working
Switching from remote to hybrid working brings
with it challenges accounting firms have not had to
deal with before. Here is how five firms are tackling
these challenges.
Don’t try this at home
Gold coins kept in taxpayer’s residence caused taxable IRA distributions.
Paradise postponed
Taxpayer’s organic oasis was not yet a going concern, the Tax Court holds.
Line items
What’s new for 2022 in federal taxes … National taxpayer advocate details 2021 as ‘most challenging
year’ ever … AICPA joins coalition seeking relief from IRS service challenges … Updated FAQs address 2021 child tax credit and advance payments … FAQs address calculation and reconciliation of recovery rebate credit … New R&D credit documentation requirements clarified
5 pandemic lessons and how to apply them to your career
The challenges of the pandemic may be an opportunity to add new career skills and habits.
Creating a drop-down list in Excel
Creating drop-down lists in your spreadsheets is a great way to ensure that only certain information
is entered into a cell.
Tread carefully when using noncompete agreements
Noncompete agreements should be reasonable in scope and narrowly drafted to protect a legitimate business need.
7 tips for using Zoom better
This article offers Zoom tips that cover everything
from basic reminders to advanced advice.
Combining formulas and text in the same cell in Excel
You can include both a formula and text in the same cell in Excel.
The legacy of the Paycheck Protection Program
Firms can build on the relationships with clients that
were bolstered during the pandemic.
Steven Harris, CPA, CGMA
The hybrid working environment has improved productivity but requires leaders to focus more on building organizational culture and collaboration, according to Steven Harris, CPA, CGMA.
What’s your fraud IQ?
See how much you know about these red flags.
IRS diagnoses a defect in Mayo Clinic
The Eighth Circuit’s decision
was a partial win for the Service,
which nonetheless does not
acquiesce to the court’s holding
regarding the formal-instruction
requirement for tax-exempt
educational institutions.
How married couples can use trusts in estate planning
Married taxpayers have estate planning options others don’t.
5 steps for conducting a personal skills audit
In order to grow in the right direction, you first have to figure out your starting point.
Automate routine data entry with Excel Flash Fill
If Excel can sense a pattern in what you are doing,
it will try to complete the task for you.
Carried interest reporting FAQs posted
Guidance includes sample worksheets and instructions for applicable passthrough entities and taxpayers.
Features
FROM THIS MONTH'S ISSUE
AI risks CPAs should know
Are you ready for the AI revolution in accounting? This JofA Technology Q&A article explores the top risks CPAs face—from hallucinations to deepfakes—and ways to mitigate them.
