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

Includes webinar recording, PowerPoint presentation and Q&A webinar transcript. 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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