Due Diligence On-Demand Webinar


Due diligence continues to be a focus to combat tax-fraud and an ever-present requirement of our industry. From confirming the residency of a client’s child to establishing the eligibility of a credit, the tax professional must gather more information than ever before. Some professionals struggle with exercising due diligence and invading a client’s right to privacy.  


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

  • Recognize when due diligence requirements apply
  • Properly prepare Form 8867
  • Identify acceptable documents to support the requirements
  • Comprehend the retention requirements
  • Recognize the traps of ethical dilemmas
  • Establish procedures to ensure due diligence compliance in the tax office

Course Details

This on-demand webinar includes the presentation slides, exam questions and recording of the webinar broadcast with review questions. CPE is issued after exam is successfully completed.


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