Form 8867 Preparer Due Diligence

Recorded On: 01/08/2019

The Tax Cuts and Jobs Act made significant changes that impact Form 8867. This session will cover the new head of household requirements, changes to the child tax credit, the new social security number requirement, as well as how to stay in compliance with due diligence requirements.The Tax Cuts and Jobs Act made significant changes that impact Form 8867. This session will cover the new head of household requirements, changes to the child tax credit, the new social security number requirement, as well as how to stay in compliance with due diligence requirements.

Learning Objectives: 

Upon successful completion of this course, participants will be able to:

  • - Recognize the impact of the Tax Cuts and Jobs Act (TCJA) on refundable credits covered on Form 8867
  • - Develop of process to stay in compliance and avoid common errors and penalties
  • - Determine your due diligence requirements when you client is eligible for credits covered under form 8867


Presented by Kathy Hettick, EA, ABA, ATP and Gene Bell, EA, ATA, CFP

IRS CE: 1 Hours/Federal Tax Law Updates
NASBA CE: 1 Hours/Federal Tax Law Updates

NSA ConnectED Webinar Program Level: Basic  Prerequisites: None  Advance Preparation: None  Delivery Method: Group-Internet Based

No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

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The National Society of Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmaket.org.

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NSA has been approved by the California Tax Education Council to offer the above courses to go towards the annual "continuing education" requirement imposed by the state of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone at (877) 850-2832, or on the Internet at www.ctec.com.

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Kathy Hettick, EA, ABA, ATP

Kathy Hettick, EA, ABA, ATP

Kathy Hettick, EA, ABA, ATP, has been the owner and principal of an accounting and tax practice for over 23 years. She has held numerous leadership positions at local, state, and national levels, including WAA President and served as NSA's President 2015-2016. She was awarded Speaker of the Year at NSA's 2017 Annual Convention in Reno, Nevada.

Gene Bell, EA, ATA, CFP

Gene Bell, EA, ATA, CFP

Gene Bell, EA, ATA, CFP, is the owner and president of Gene Bell & Associates, Inc. where he provides personal and business tax preparation and planning as well as wealth management services. He was awarded the NSA Distinguished Service Award for 2012, and received NSA's Speaker of the Year Award in 2015.

Kathy and Gene are featured speakers at IRS Nationwide Tax Forums.