The complexity of our tax laws and various transactions necessitates a great deal of questions practitioners need to ask of clients and documents to review. To avoid client and preparer penalties, due diligence is crucial.
This webinar reviews due diligence questions and actions relevant to individual and small business clients to support proper federal, state and local tax compliance. The special due diligence requirements of IRC Section 6695(g) are also covered.
Who Should AttendPractitioners seeking a review and list of tax due diligence reminders for working with individual clients.
Instructional MethodGroup: Internet-based
NASBA Field of Study
Taxes (2 hours)