Unlock the Power of AI with Copilot in Excel

Overview

Retirement accounts may be the largest financial asset your client has. Learn to provide valuable retirement planning input rather than mere RMD calculations. Congress has been changing things: witness Secure and Secure 2.0. Beneficiary rules changed in 2019 but final regulations are not effective until 2025. Retirement benefits will be paid to beneficiaries much earlier than was required for pre-2020 deaths. Improper choices and faulty distribution calculations can result in penalties or unnecessary taxes. Retirement plans may be overhauled based on recent legislative changes and IRS interpretations; this effects the self-employed and employees. Course materials contain regulations governing plan distributions and copies of appropriate IRS forms and rulings, updated with the latest cases, rulings, regulations and legislation.

Highlights

• Introduction to Copilot in Excel
• Automating Tasks and Enhancing Productivity
• Advanced Data Insights with Copilot

Objectives

• Identify key features of Copilot in Excel and their applications in data analysis.
• Distinguish between traditional Excel workflows and AI-enhanced capabilities.
• Select appropriate AI-driven tools within Excel to streamline specific tasks.

Preparation

Participants should have a basic understanding of Microsoft Excel.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.