
This 50 minute course, part of the Things I meant to learn series, will form an introduction to Canva 101. I am not a graphic designer, nor do I play one on TV. But people expect graphics and a nice image can make an email pop. We will go over what Canva is, and several ways you can use it, focusing primarily on social media posting and infographic creation. Canva is not true graphic design, but it can help with drag and drop images, and it can brighten up your website. Want to show your tax process, from the client filling out the engagement? An infographic can do that for you. Don't know what to put on your business Insta or FB page? Use the Canva templates to help make your page pop.
"Our best deal is always to become a monthly subscriber"

Ellie views her role as an Enrolled Agent much like Ariadne in the labyrinth—an advocate guiding clients through the complexities of the tax world with clarity and consistency. She holds a Master of Library Science and a Master’s in English, and she teaches for various tax organizations while contributing to trade magazines, journals, and tax compendiums. In her spare time, Ellie writes fiction, both short and long form, that has been published. Her professional focus includes individuals, small businesses, and tax representation, helping clients navigate tax challenges with expertise and care.
NO CE
This 50 minute course, part of the Things I meant to learn series, will form an introduction to Canva 101. I am not a graphic designer, nor do I play one on TV. But people expect graphics and a nice image can make an email pop. We will go over what Canva is, and several ways you can use it, focusing primarily on social media posting and infographic creation. Canva is not true graphic design, but it can help with drag and drop images, and it can brighten up your website. Want to show your tax process, from the client filling out the engagement? An infographic can do that for you. Don't know what to put on your business Insta or FB page? Use the Canva templates to help make your page pop. "Our best deal is always to become a monthly subscriber"
NO IRS/CTEC CE Available
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit. NASBA Field of Study: Communications and Marketing NO IRS/CTEC CE Available
1 IRS CE/1 NASBA CPE*
Join us for the second webinar in our "2025 Tax Office Cyber Security Series", designed to help accounting and tax firms enhance their security posture and protect their sensitive data. Don’t miss this opportunity to lay the groundwork for better security and peace of mind! The webinar is only available to monthly subscribers.
2 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
Tax Professionals that attend are encouraged to accept a pro bono tax controversy case assignment from NYCLA, an ABA-sponsored Tax Court Pro program or a NY or NJ low-income Tax Clinic.
2 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
Tax Professionals that attend are encouraged to accept a pro bono tax controversy case assignment from NYCLA, an ABA-sponsored Tax Court Pro program or a NY or NJ low-income Tax Clinic.
NO CE AVAILABLE FOR THIS PROGRAM
A No-Nonsense Guide to Surviving Oregon’s Tax Preparer Licensing Requirements Are you a tax professional who’s never set foot in Oregon—but suddenly being told you need to register there? Welcome to the Beaver State’s latest regulatory surprise! If you touch a tax return that involves an Oregon filing, the state says you must be licensed—no matter where you live or work. This practical, step-by-step program walks you through the process, from understanding the law to acing the licensing exam. No CE credit, no whining—just clear guidance on how to comply and move on with your life.
2 IRS CE/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
2 IRS CE/2 NASBA CPE*
Do you know your client's basis in their partnership interest? Do you get the usual blank stare from a new client when you ask them for their basis in their partnership interest? The IRS has opened a whole new office to audit partner basis with a team of specially trained auditors. It is the partner's responsibility to maintain their partnership basis, not the partnership's responsibility. It is not their capital account! We will review how basis is calculated for partners. The IRS just issued Form 7217 for partners who receive noncash distributions from their partnership. We will review how basis is allocated for property that is distributed to the partner. The IRS is focusing on partner basis in their audits since losses cannot be claimed when basis goes to zero.
2 IRS CE/2 NASBA CPE*
This program examines the use of the Commercial Clean Vehicle Credit and the Clean Vehicle Credit when the vehicle has a business use component.
1 IRS CE/1 NASBA CPE*
This course explores some of the statutory and regulatory return preparation requirements to which a tax professional is subjected without respect to the perceived skill level necessary to complete a return. In addition, the course frames alternatives available to taxpayers with simpler returns (various free/low-cost tax return preparation options). Finally, it explores hazards to which supposedly simple returns expose a tax professional and reminds tax professionals of the value that even “simple” return preparation provides clients.