Ted Ferrin

Canopy
Director
ted@canopytax.com
(855) 616-7305
Linked in

Canopylogo

About Us: Canopy is a simple yet robust tax resolution and practice management software. It introduces online client surveys for auto-population of IRS forms, smart tax analytics, a dynamic client portal, and more. Try out a modern, seamless workflow built specifically for tax professionals at canopytax.com.

Upcoming Live Webinars

IRS REPRESENTATION & PRACTICE MANAGEMENT SOFTWARE - CANOPY DEMO

Available Date(s) Wednesday, April 26, 2017
Thursday, May 11, 2017
Wednesday, May 31, 2017
Tuesday, June 6, 2017
Thursday, June 29, 2017
Thursday, July 6, 2017
Thursday, August 3, 2017

12:00pm Eastern
11:00am Central
10:00am Mountain
9:00am Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other      

OFFER IN COMPROMISE BASICS AND TECHNIQUES

Available Date(s) Tuesday, May 9, 2017
Thursday, July 13, 2017

12:00pm Eastern
11:00am Central
10:00am Mountain
9:00am Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent      

PENALTY ABATEMENT BASICS & TECHNIQUES

Available Date(s) Wednesday, May 10, 2017
Wednesday, July 19, 2017
Tuesday, August 15, 2017

1:00pm Eastern
12:00pm Central
11:00am Mountain
10:00am Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent      

TRUST FUND RECOVERY PENALTY BASICS

Available Date(s) Tuesday, May 16, 2017
Tuesday, June 13, 2017
Wednesday, July 12, 2017

12:00pm Eastern
11:00am Central
10:00am Mountain
9:00am Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Enrolled Agent, Other      

IRS REPRESENTATION & PRACTICE MANAGEMENT SOFTWARE - CANOPY DEMO

Available Date(s) Thursday, May 18, 2017
Thursday, May 25, 2017
Thursday, June 22, 2017
Thursday, July 20, 2017
Thursday, July 27, 2017
Wednesday, August 9, 2017
Wednesday, August 16, 2017

1:00pm Eastern
12:00pm Central
11:00am Mountain
10:00am Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other      

EMPLOYMENT TAX BASICS: WHAT YOU NEED TO KNOW

Available Date(s) Thursday, May 18, 2017

3:00pm Eastern
2:00pm Central
1:00pm Mountain
12:00pm Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent      

OFFER IN COMPROMISE BASICS AND TECHNIQUES

Available Date(s) Wednesday, June 7, 2017

1:00pm Eastern
12:00pm Central
11:00am Mountain
10:00am Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent      

PENALTY ABATEMENT BASICS & TECHNIQUES

Available Date(s) Thursday, June 8, 2017

12:00pm Eastern
11:00am Central
10:00am Mountain
9:00am Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent      

IRS REPRESENTATION & PRACTICE MANAGEMENT SOFTWARE - CANOPY DEMO

Available Date(s) Wednesday, June 14, 2017
Wednesday, July 12, 2017

3:00pm Eastern
2:00pm Central
1:00pm Mountain
12:00pm Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other      

EMPLOYMENT TAX BASICS: WHAT YOU NEED TO KNOW

Available Date(s) Thursday, June 15, 2017
Thursday, August 17, 2017

12:00pm Eastern
11:00am Central
10:00am Mountain
9:00am Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent      

EMPLOYMENT TAX BASICS: WHAT YOU NEED TO KNOW

Available Date(s) Tuesday, July 25, 2017

1:00pm Eastern
12:00pm Central
11:00am Mountain
10:00am Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent      

OFFER IN COMPROMISE BASICS AND TECHNIQUES

Available Date(s) Thursday, August 3, 2017

2:00pm Eastern
1:00pm Central
12:00pm Mountain
11:00am Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent      

TRUST FUND RECOVERY PENALTY BASICS

Available Date(s) Thursday, August 24, 2017

1:00pm Eastern
12:00pm Central
11:00am Mountain
10:00am Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Enrolled Agent, Other      

IRS REPRESENTATION & PRACTICE MANAGEMENT SOFTWARE - CANOPY DEMO

Available Date(s) Tuesday, August 29, 2017

2:00pm Eastern
1:00pm Central
12:00pm Mountain
11:00am Pacific
CostFREE  CPE Credits1.0 hour  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other      

Archived Webinars Offered

EMPLOYMENT TAX BASICS: WHAT YOU NEED TO KNOW

Date RecordedApril 25, 2017  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent    

OFFER IN COMPROMISE BASICS AND TECHNIQUES

Date RecordedMarch 21, 2017  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent    

PENALTY ABATEMENT BASICS & TECHNIQUES

Date RecordedApril 6, 2017  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent    

TAX RESOLUTION: THERE'S A BETTER WAY

Date RecordedJanuary 13, 2016  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

TOP 10 OPTIONS FOR IRS TAX RESOLUTION

Date RecordedDecember 19, 2016  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent    

TRUST FUND RECOVERY PENALTY BASICS

Date RecordedMarch 28, 2017  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Enrolled Agent, Other