K2's Safeguarding Taxpayer Data - A Guide For Your Required Security Plan

Tuesday, January 14, 2025

Webcast or Webinar, Online

3:00 PM - 5:00 PM (opens at 2:30 PM) EST

2Credits

Registration is Open

Members

$89.00 Regular Price

Non-Members

$119.00 Regular Price

Please Login to Register

	Name	Email	Firm Office

CPE PowerPass Users

Click the "Apply PowerPass" button to use your PowerPass for the applicable course below.

$40.00 Members / $56.00 Non-Members

Please Login to Apply PowerPass

	Name	Email	Firm Office

Don't have a CPE PowerPass? Click here to find out more about the CPE PowerPass program.

Course Type: Webcast

Course Code: 24/127687

Level: Intermediate

Vendor: California CPA Education Foundation

Field of Study: Information Technology

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.

Objectives:

• List examples of basic security steps and how to take them • Identify the signs of data theft and how to report data theft • List examples of how to respond and recover from a data loss • Identify examples of specific compliance issues found in the FTC Safeguards Rule

Major Topics:

• 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

Major Topics:

• 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

Designed For:

Public practitioners who desire to learn more about specific security requirements imposed on firms and how to comply with them

Prerequisites:

Fundamental knowledge of tax return preparation processes and cybersecurity issues and risks