Qualified Business Income

Need Info on Qualified Business Income? A lot of people have been asking about Qualified Business Income recently and one of our authors, Paul Winn CLU ChFc  has nicely offered us an excerpt from his course Tax Cuts and Jobs Act -Individual Tax Preparation. Qualified...

What is a Pivot Table?

I have had a couple of people ask me what a pivot table is so I made a short video that walks you through the basics. One key bit of information that I left out of the video is that if your underlying data changes, all you have to do is right-click the pivot table and...

New Excel Functions Coming!

New Functions in Excel I just read a tweet from David Ringstrom and Joe McDaid about dynamic arrays and new Excel functions that are coming soon. Truly amazing and a huge time saver for many.  Check out this article which shows how each of the formulas works:...

Inflation Adjusted Limits and Thresholds

One of our authors, Paul Winn, recently sent me tax information. The IRS recently sent notification of modified revisions of inflation-adjusted limits and thresholds to reflect the change in calculating inflation from the previous method to the Chained Consumer Price...

Using TextJoin

          TextJoin() TEXTJOIN is a text function that was introduced in Excel 2016 to join text in cells together. Initially, you may think that the function is not that worthwhile. After all, we already have the ampersand (& ) as well as...

Passwords & Lucy the Retriever

Tips for Strong Passwords Do you use strong passwords?  Are you sure?  They are the key to keeping your information safe and secure.  Since strong passwords are so important, a basic understanding of what constitutes a difficult to hack, strong password is essential....