Nationwide Tax Forum Videos

Nationwide Tax Forum 2019 Videos

Tax Cuts & Jobs Act Due Diligence Requirements
Paid tax preparer addresses client concerns on household changes with children and new fiancé. Prepares sets up appointment to review Child Tax Credit/Additional Child Tax Credit, Credit for Other Dependents and Head-of-Household (Due Diligence CTC/ODC - Part I)


Tax Cuts & Jobs Act Due Diligence Requirements Office Interview
Paid tax preparer’s office interview with client and fiancé to review Child Tax Credit/Additional Child Tax Credit, Credit for Other Dependents and Head-of-Household (Due Diligence CTC/ODC - Part 2)


Paid Preparer Due Diligence Exam Initial Contact
Paid tax preparer receives letter stating returns prepared will be examined for meeting due diligence requirements.  Preparer contacts IRS Agent to set up appointment. (Due Diligence Exam Letter - Part I)


Paid Preparer Due Diligence Exam Office Visit
Paid tax preparer and IRS Agent due diligence case review meeting (Due Diligence Exam Case Review - Part 2)


Paid Preparer Due Diligence Exam Office Visit Close-Out
Paid tax preparer and IRS agent case review close-out meeting to share results of due diligence examination. (Due Diligence Exam Close-Out - Part 3)

 

Nationwide Tax Forum 2018 Videos

Due Diligence Requirements for CTC, ODC & HOH Filing Status

This series of videos are designed to expand your due diligence knowledge of Child Tax Credit/Additional Child Tax Credit, the Credit for Other Dependents and Head-of-Household filing status under the requirements of the Tax Cuts and Jobs Act of December 2017.