Watch Barbara’s webinar on business expenses in her Small Business Tax and Bookkeeping Essentials series. This webinar was created for doTERRA wellness advocates, but can be applied to small businesses of all types.
Table of Contents: 00:28 – Introducing our client, the Uttleys 02:45 – Part 1, Legacy Overviews – View your client’s potential IHT liability 04:15 – Immediate legacy summaries 04:34 – Joint immediate legacy summary 04:41 – The Joint Immediate Legacy summary – The default estate distribution for joint immediate legacy and how to set a survivorship clause in Preferences 05:52 – Part 2, Estate Plans – Where to view the software’s default estate distributions and how to set alternative distributions 07:22 – Part 3 – Use what-if scenarios for IHT planning 07:49 – Scenario 1 – Sell investment bond, purchase [More]
Visit http://www.techsoup.org for donated technology for nonprofits and libraries! Already using Intuit’s QuickBooks Online, but still pretty new to your organization’s setup? Watch QuickBooks Made Easy CEO Gregg Bossen for a fast-paced, 90-minute lesson to improve. http://www.quickbooksmadeeasy.com
Learn how software, cloud and Internet companies can dramatically improve revenue forecasting, budgeting and analysis. This webinar provides a detailed demonstration of how software companies utilize NetSuite for revenue modeling and automating end-to-end financial planning processes.
View this QuickBooks Online certification prep training webinar to help you prepare for the QuickBooks Online certification exam. We’ll begin with an introduction to QuickBooks Online features, set-up & navigation. Next, we will focus on “money-in” related to sales & revenue and “money-out” related to expenses & purchases as well as QuickBooks Online company settings & customization. Last, we will cover reporting, resolving client data-entry errors, troubleshooting as well as additional services such as payments, payroll and apps. Plus, we will discuss tools only accessed through QuickBooks Online Accountant and wholesale billing options. All lessons include the ability to ask [More]
http://www.financialsocialwork.com – It may be called “Estate Planning,” but it isn’t just for the rich and famous because a critical part of the process is determining who will raise your…
This video is from the Proformative webinar Financial Planning, Budgeting and Forecasting held on August 21, 2012. The webinar . This video is from the Profo…
How do you plan for your future financial peace of mind? The first big step comes with knowing the basics of Trust and Estate Planning. This installment of t…
Catholic United Financial presents Estate Planning Basics with John Tetzloff and Margaret Cronin. Learn the basics of estate planning, wills, trusts, estate …
This video is from the Proformative webinar “Financial Planning, Budgeting and Forecasting” held on August 21, 2012. The webinar features presentations from Rob Frascone, Solution Consultant, Host Analytics and Eric Reid, Financial Analyst, Advanced H2O. Advances in technology are creating opportunities to realize the benefits of creating better alignment of budgeting and forecasting efforts with strategic initiatives and operating in a dynamic financial planning environment. What does it mean for a company to move from a static to a dynamic planning and forecasting environment? How are companies leveraging technology and redefining processes to offer the right data at the right [More]