Virtual
A WISP Away 26-27
Date: Sept. 17, 2026
Time: 11 a.m. – 12:50 p.m. PT
CPE: 2
Overview
Each year, the IRS issues an updated edition of its Written Information Security Plan (WISP) template to better assist CPAs, tax preparers and small practitioners with drafting an effective WISP. Develop a customized WISP to fit your business needs and identify the latest resources available to assist. Time will be spent on the requirement for a security plan as well as its implementation.
Product Code
1000005236-144826
Credit Type
CPE: 2CPE-Technical: 2Intended Audience
CPAs, EAs, and other tax professionals with PTIN or data security obligations
NASBA Field of Study
Information Technology
Level of Difficulty
Basic
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- Who gets breached?
- The Gramm-Leach-Bliley Act and FTC Safeguards Rule
- What is a Written Information Security Plan (WISP) and policy contents
- Securing digital assets
- What to do with a breach and information security policy
Other Dates
Additional Details
This prerecorded broadcast is provided through our partnership with ACPEN. You'll be redirected to a CalCPA/ACPEN portal for this course. The Instructor will be available via the chat feature.