Business Practice Education

Running a successful tax office is more than just staying up-to-date on the latest tax changes. You look for ways to add more services, cut costs and increase efficiency. These courses are available for all members to advance their practice.

Education List



On-Demand WebinarTax Reform Due Diligence Requirements On-Demand Webinar<h3>Summary</h3> <p>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.</p> <iframe src="" title="Due Diligence Questions Video" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Outline the requirements for due diligence.</li> <li>Perform due diligence for clients claiming the Earned Income Credit.</li> <li>Perform due diligence for clients claiming the Child Tax Credit/Additional Child Tax Credit/Other Dependent Credit.</li> <li>Perform due diligence for clients claiming the American Opportunity Credit.</li> <li>Perform due diligence for clients filing using the Head of Household filing status.</li> <li>Identify taxpayer and preparer penalties for failure to perform due diligence.</li> </ul> <h3>Course Details</h3> This course includes: <p>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.</p>2018-12-18T05:00:00Z2020-12-31T05:00:00ZNone2019-01-03T05:00:00Z0N/ABPEODW1901Basic2Ethics2019-01-24T05:00:00ZQAS Self StudyPremium: $0 | Professional: $0 | Basic: $0 | Nonmember: $802Ethics22Regulatory EthicsNoneKathryn M. Keane, EA CPE for AFSP, EA, CPA, CRTPon-demand webinar20192020-12-31T05:00:00Z

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