Special Offer: Get 50% off your first 2 months when you do one of the following
Personalized offer codes will be given in each session
You don't have permission to view this recording. Please log in or use your personalized link.

Due Diligence

Sat, Nov 13, 2021 · 11:00 AM · Eastern Time (US & Canada)
About This Webinar

$15 per credit hour – VASEA Members (with member discount code)
$25 per credit hour – Non-Members
Package discount $100 VASEA Members / $200 Non-Members
(Join VASEA today for $95!)
NOTE: Members must use member discount code at time of registration to receive member rates. Enter coupon code on payment screen. Do not pay full amount & request refund. An administrative fee will be deducted in those cases.


This course will explain the questions you need to ask clients concerning Education credits, earned income credits and schedule C filers. We will review Circular 230 and discuss the penalties that a preparer may face if it determined that the correct due diligence information was not obtained.
Program Level – Basic

IRS Program Number - QSRNU-T-00526-21-O

Participants will earn up to 2 hours of IRS CE

Field of Study: Federal Tax Law Topics / Taxes

Who Should Attend: Individuals with little to no tax prep experience interested in preparing taxes as a career, and newer tax professionals looking for a refresher on basics

Refund Policy
Refunds will be honored if written notification is received at the Administrative Office up to 5 days prior to the date of the course. A processing fee of $25 will be deducted from the refund. If the total registration fee was less than $25, no refund will be granted. Transferring the registration to another individual is allowed up to 5 days prior to the program date. Transfers or cancellations within 5 days of the course will not be accepted. “No Shows” forfeit their fees. For more information regarding refund, cancellation and complaint policies, please contact our office at (804) 723-5888.

VASEA reserves the right to cancel any program or course for circumstances that are not under direct control of VASEA. If a course or program is cancelled, registrants will be notified via email at the address listed on their registration form.

Complaint Resolution Policy
For more information regarding refund, cancellation and complaint policies, please contact VASEA Administrator, Heather Greenwell at admin@vasea.org or call (804) 723-5888.

Contact Heather Greenwell, CAE, VASEA Administrator, at (804) 723-5888.

Who can view: People who attended or registered for the webinar only
Webinar Price: $50.00
Featured Presenters
Webinar hosting presenter Ann
Annamarie Kershaw is the President of Kershaw Financial Inc. She is an Enrolled Agent licensed to practice before the Internal Revenue Service.
Annamarie began her own business in 1986 providing tax preparation and later adding investment management. She is a member of National Association of Enrolled Agents and has served on the board of both the state and local chapters.
Outside of work, Ann enjoys spending time with her husband Kirk, and her family, especially their two granddaughters. She also enjoys traveling, quilting and just relaxing at the beach.
Webinar hosting presenter Eric Duncan
VASEA President & Webinar Host
Hosted By
Knox Taxes webinar platform hosts Due Diligence
Knox Wimberly's conferences and webinars
Due Diligence Handout - Form 8867.pdf
Due Diligence Handout - Forms for Practice return 1.pdf
Due Diligence Handout - Practice return 1 - Tax Document.pdf
Due Diligence Handout - Practice return1 Details.pdf
Due Dilegence Presentation.pdf
Attended (19) View all
  • A
  • L
  • K
  • J
  • T
  • T
  • J
  • E
  • H
  • T
  • J
  • M
  • E
  • K
  • P
  • K
  • B