Tax Reform Due Diligence Requirements On-Demand Webinar

Summary

As a tax professional practicing in 2019, due diligence requirements are incredibly important to follow. We’re covering the four requirements and how they apply to the earned income tax credit, child tax credit/additional child tax credit/other dependent credit, American opportunity tax credit and Head of Household filing status. Failure to comply results in a preparer penalty of $520 per credit.

Objectives

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

  • Outline the requirements for due diligence.
  • Perform due diligence for clients claiming the Earned Income Credit.
  • Perform due diligence for clients claiming the Child Tax Credit/Additional Child Tax Credit/Other Dependent Credit.
  • Perform due diligence for clients claiming the American Opportunity Credit.
  • Perform due diligence for clients filing using the Head of Household filing status.
  • Identify taxpayer and preparer penalties for failure to perform due diligence.

Course Details

This course includes:

This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.






   

Presented by: Kathryn Keane, EA

How to Earn CPE

To receive credit for this on-demand webinar, you must make at least one attempt to answer each of the review questions included with the webinar video. You also must successfully pass the course exam with a score of 70% or better.

The course and exam will expire one year from the date of purchase.

Cancellation Policy

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

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