WEBINAR: Due Diligence Mastery: Form 8867 & High-Risk Credits
1 Hour Federal Tax; IRS:
Form 8867 isn’t just a checklist—it’s a compliance safeguard that can make or break a preparer’s practice. Expanded by recent legislation, including the Tax Cuts and Jobs Act, the due diligence requirements now apply to multiple credits and filing statuses. Failure to meet documentation standards can result in steep penalties and increased audit risk.
This course provides a practical overview of Form 8867 and the due diligence rules that govern credits like the Earned Income Tax Credit, Child Tax Credit, Tuition Credit, and Head of Household status. Participants will learn how to implement proper documentation procedures, avoid common mistakes flagged by IRS Publication 4687, and understand the penalty structure for noncompliance. Whether you’re preparing individual returns or managing a team, this session equips you to protect your practice and serve clients responsibly.
Registration Options
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Registration Options
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Credits | Price |
|---|---|---|
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Member
Registration Ends 1/14/26 at 12:30 PM EST
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1.00 (Tax (Federal)) | $35.00 |
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Non-Member
Registration Ends 1/14/26 at 12:30 PM EST
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1.00 (Tax (Federal)) | $65.00 |
James F. Tice, EA
Mr. James Tice is a distinguished leader in the firm’s tax practice. He specializes in organizing, preparing, and supervising complex tax planning and compliance for various tax-exempt organizations and small businesses. Mr. Tice frequently lectures on a wide range of topics, including tax, business, and ethics. He has been actively involved with the Pennsylvania Society of Tax & Accounting Professionals since 2005 and has been enrolled to practice before the IRS since 2012.
No show - No refund - no exceptions. No refund will be issued for any webinar in which the login information and course material has already been distributed. Please check spam/junk folders. No refund nor credit for a future program will be issued for any webinar for which you are registered but fail to attend. Applicable webinar bundle credits will be forfeited for any webinar no-show.
For More Information:
150 Corporate Center Drive Suite 205Camp Hill, Pennsylvania 17011
United States 800.270.3352