11d • 🧠 Mindset & Motivation
📚 Training Thursday – December 18
Good morning Tax Pros!
Today is about confidence through knowledge. As we get closer to tax season, what you know — and how well you apply it — will set you apart.
⚖️Tax Pro Lesson of the Day:
Due Diligence is NOT optional.
If a return includes EITC, CTC, AOTC, or Head of Household, you are required to:
- Ask the right questions
- Verify information
- Keep documentation
- Complete and retain Form 8867
This protects your PTIN, your EFIN, and your reputation. When in doubt — document it.
🧠Thursday Motivation:
“Confidence doesn’t come from guessing — it comes from preparation.”
Every hour you spend learning now saves you from stress, penalties, and second-guessing later.
✅Today’s Task:
Choose ONE credit (EITC, CTC, AOTC, or HOH) and write down:
- Eligibility rules
- Required documentation
- One common red flag
Keep it handy — this becomes your quick-reference guide during the season.
💬Check-In:
Which credit do you want more clarity on before January?
Drop it below 👇🏾
Let’s finish this week prepared and confident. 💼🔥
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📚 Training Thursday – December 18
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