Due date based on a few factors

Hello Excel friends,

I have a formula that I have been trying to mull over as well as search the internet for, but I'm having no luck.

I need to calculate a due date for a certification using a formula that is based on a person's birthday. Pretty much when a person acquires a certification, it is due at their next birthday. I have a cell with their birthday (including their birth year) and a cell with the last time they received/renewed their certification.

My issue is, if the last time they received their certification was within 3 months of their next birthday, it should skip that one and go to the next year. Part of the problem, I guess, is I'm having the calculated cell reference itself.

Another issue I have found is I'm using the =Date function and if people's birthdays fall just past the new year, the function doesn't entirely work because it would come back with the wrong date.

Basically I'm in a slump. I want to create an if function that has unless the result is within 3 months and/or if their birthday falls in the next year.

I hope this all makes sense.
Jeremy

Thank you so much! This helps a lot!