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About This Webinar
This course provides an in-depth exploration of the Due Diligence Requirements for Tax Preparers focusing on compliance obligations under IRC §6695(g). Participants will gain a clear understanding of how to properly document and substantiate refundable credits and filing status for due diligence requirements (Earned Income Tax Credit (EITC), Child Tax Credit (CTC/ACTC/ODC), American Opportunity Credit (AOTC), and Head of Household (HOH) filing status).

Through real-world examples and practical tools, this course equips attendees with the knowledge and confidence to apply due diligence standards in daily tax preparation. Emphasis is placed on accurate completion of Form 8867, identifying and addressing red flags, implementing reasonable inquiry practices, and maintaining compliant recordkeeping systems that protect both the taxpayer and preparer.
Presenter
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Josie Harris-Walton
Esq.
Josie Harris-Walton is the managing partner of The Walton Firm, a boutique law firm focused on regulatory and criminal tax defense for tax professionals. She is widely recognized for founding TaxPros Shield, a legal service platform designed to provide high-level, personalized representation for tax practitioners facing audits, investigations, or regulatory actions. Known as the “TaxPros Attorney,” Josie combines strategic legal insight with a deep understanding of IRS and state enforcement trends. Her commitment to the tax professional community is rooted in her personal background and professional mission to protect those who serve taxpayers. Josie holds a Master of Laws (LL.M.) in Taxation from DePaul University College of Law and has built a reputation as a fierce advocate in high-stakes tax matters. Through her legal work, public speaking, and education initiatives, Josie continues to empower tax professionals with the tools, knowledge, and legal defense they need to remain compliant and protected.
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