EIC Due Diligence Requirements


The earned income credit (EIC) has been a constant target on the IRS’s radar for a long time and they won’t be letting up soon. Tax professionals need to know the requirements inside and out so they can analyze each scenario individually and determine which clients meet the eligibility tests. Attend this webinar to review the requirements and examine the due diligence requirements.


Upon completion of this course, you will be able to:

  • Outline the requirements for claiming EIC.
  • Apply procedures in the tax office ensure compliance.
  • Comply with EIC due diligence requirements.

Course Details

Our researchers will answer your questions during the presentation. This webinar also includes a PDF of the presentation slides, Q&A webinar transcript and access to the recorded version.


Presented by: Kathryn Keane, EA

​​​​​How to Earn CPE

​To receive full credit for a webinar, you must respond to at least 70% of the polling questions that are asked by the instructor during the webinar and you must be logged in for at least 90% of the presentation.

Please allow up to 7 days for us to verify attendance and issue certificates.

Cancellation Policy

Because this is an online education offering, it is nonrefundable.

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