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Due Diligence - Challenging Issues for Tax Preparers
Co-hosted by the Space Coast Chapter

Speaker: Ken Bellis, EA
4:00-5:00 p.m.
1 IRS CE hour - Ethics

Cost: $20

Having completed this presentation, learners will be able to:
• Recognize if a taxpayer qualifies for the head of household filing status.
• Recognize rules for dependency, including asking the correct questions.
• Apply the rules for children of divorced or separated parents.
• Identify eligible expenses for taxpayers claiming education credits.
• Recognize the components necessary to construct detailed due diligence notes.

Nov 16, 2022 04:00 PM in Eastern Time (US and Canada)

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