Virtual
K2’s Safeguarding Taxpayer Data – A Guide For Your Required Security Plan 25-26
Date: June 27, 2025
Time: 12 – 2 p.m. PT
CPE: 2
Member
$99.00
Nonmember
$129.00
Members, log in to access your discount.
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
1000004076-133441
Credit Type
CPE: 2CPE-Technical: 2Intended Audience
CPAs and other professionals seeking to advance their knowledge on the topic.
NASBA Field of Study
Information Technology
Level of Difficulty
Intermediate
Prerequisites
None.
Advance Preparation
Fundamental knowledge of tax return preparation processes and cybersecurity issues and risks
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
Other Dates
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...
More about Thomas G. Stephens JrAdditional Details
This prerecorded broadcast is provided through our partnership with K2 Enerprises. Instructor will be available via the chat feature.