Virtual
K2’s Safeguarding Taxpayer Data – A Guide For Your Required Security Plan
Date: Jan. 14, 2025
Time: 12 – 2 p.m. PT
CPE: 2
Overview
Combatting today’s cybercriminals takes everyone working together. The Internal Revenue Service works with state tax agencies and the tax industry to fight these 21st-century identity thieves. Unfortunately, data thefts at tax professionals’ offices are on the rise. Online providers also must follow the six security and privacy standards in Publication 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns. In addition, you fall under the PTIN and 4557 mandates if you prepare tax returns. Learn how to fulfill your obligations by participating in this session.
Product Code
1000003100-127687
Credit Type
CPE: 2CPE-Technical: 2Intended Audience
Public practitioners who desire to learn more about specific security requirements imposed on firms and how to comply with them
NASBA Field of Study
Information Technology
Level of Difficulty
Intermediate
Prerequisites
Fundamental knowledge of tax return preparation processes and cybersecurity issues and risks
Advance Preparation
None
Learning Objectives
Major Subjects
- Understand the need to protect client data
- Learn about the required security and privacy standards
- Leave with a sample plan to consider your tax practice
Faculty
Thomas G. Stephens Jr
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. During his professional career, Tommy has gained valuable ex...
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