Wednesday, December 13, 2023 from 6:30 PM to 8:30 PM EST
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In the convenience of your home or office 

2 Hours CE


NAEA or NYSSEA Members:  $25.00

Non-Members: $55.00

Registration closes December 13 at 4:00PM

No Cancellations after December 5, 2023


Koreen Jervis, EA 

Due Diligence - Part 1 of a 2 Part Series 

With Jason H Daughtry, EA

Wednesday, December 13, 2023  6:30PM - 8:30PM ET

PLEASE NOTE:  Although this is a Two-Part Series, each webinar is stand-alone for CE and registration.  Part 2 of this series will be presented on May 8, 2024.  A separate registration will be required to attend each session.

Are you a practitioner who wants to navigate the intricate landscape of paid preparer due diligencewithout worrying of costly penalties? Join us for an in-depth look at form 8867 and IRC 6695(g), where we delve deep into the world of paid preparer due diligence and equip you with the knowledge to protect yourself and your practice.

Part 1 of a 2-part series, this course focuses on outlining the responsibilities and expectations for tax return preparers under IRC 6695(g). This comprehensive breakdown of paid preparer due diligence will help avoid penalties for failure to determine the eligibility of the earned income tax credit, child tax credit/additional child tax credit/credit for other dependents, the American Opportunity Tax Credit, and the head of household filing status.

By attending this presentation, you will be able to:

• Understand the types of preparer penalties

• Master the four due diligence requirements

• Learn the consequences of NOT meeting the due diligence requirements

• Tighten up your office policies and procedures

Our Distinguished Speaker - 

Jason H Daughtry is an Enrolled Agent and co-owner of Affirmative Tax Relief in Mays Landing, NJ where he works side by side with his wife who is also an Enrolled Agent. Jason began his career in 1995 with H& R Block where he served as a tax specialist and later a tax course instructor. He has been specializing in IRS and state representation since 2012 and is also an NTPI Fellow. Jason enjoys spending much of his time mentoring Enrolled Agents and other tax professionals in the ways of representation and being advocates for the taxpayer. He is a member of the National Association of Tax Professionals, the American Society of Tax Problem Solvers, and the American Bar Association. Jason is also an NTPIFellow.