Tax Forums

2017 Nationwide Tax Forums

Plan now to attend the tax forums this summer. The forums begin in July in Orlando continue through the summer and end in San Diego in September. Find more information about the tax forums here.

The EITC and Refundable Credit office is sponsoring two seminars:

  • One Year Down, But Wait! There's More on Refundable Credits Due Diligence

Now that you've test-driven the new due diligence requirements and shared your experiences, can we talk? Let's take a deep dive into your most difficult due diligence scenarios. We'll give you practical interview techniques to allow you to cover the rules and exceptions to get it right for your clients and meet your due diligence. Let's get your client the credits they deserve and keep you out of trouble with the IRS. 

  • Your Client Said They Had the Documents, Now Where Are They? Refundable Credits Audits

How do you help your clients through the audit process? Most clients need a better understanding of what documents can be provided to prove audit issues. Let's talk about standard IRS requests for information and possible alternatives they will consider. We will cover documentation you can provide for each refundable credit to avoid negative impact to your clients.

Plan to attend and watch this page for more information about your opportunities to provide your ideas, suggestions and feedback to the EITC and Refundable Credit office at the tax forums.


2016 Nationwide Tax Forums

The EITC and Refundable Credit office sponsored two seminars at the 2016 Nationwide Tax Forums. You can still take the seminars online for Continuing Education credit for a fee of $49.00 or audit the seminar for no charge. 

Your Due Diligence Requirements: What's New for You in 2017

This presentation will explain the expansion of preparer due diligence requirement to the other refundable credits, child tax credit child tax credit and American opportunity tax credit. Learn more about the documentation and guidance to assist you with meeting all your compliance needs. Presenters will share additional information on Congress' request for reviews of Due Diligence efforts. Find out more or view the Your Due Diligence Requirements: What's New for You in 2017 seminar here.

Refundable Credits - New Rules, New Laws - Learn What's Changed for Your Client

Your clients deserve top-notch service! Prepare for the 2017 tax season. This presentation will put you "in the know" on which refundable credits are now permanent or extended once again. This session includes updates on income and credit thresholds, as well as qualifications along with changes in reporting requirements, documentation and refund issuance. Find out more or view the Refundable Credits - New Rules, New Laws - Learn What's Changed for Your Client seminar here.


Watch the following training videos for you or your group. There is no CE credit for these videos. The videos describe various due diligence scenarios:

  • Videos one and two cover Schedule C issues.
  • Videos three and four cover relationship and residency issues.
  • Videos five and six cover other due diligence requirements. 


You can also download the seminar slides here.



Page Last Reviewed or Updated: 14-Apr-2017