Live Replay WebinarBasic level

Securing Confidentiality: Safeguarding Client Data Under IRS Rules

Name: Securing Confidentiality: Safeguarding Client Data Under IRS Rules
Price: 50.00 USD
Availability: InStock
Rating: 5.0 (6 reviews)

★★★★★ 5.0 · 6 attendee ratings

Tax Security Essentials: Implementing a WISP for Tax Professionals Tax practices face a critical responsibility: safeguarding client data against cyber threats. This course is tailored for professionals in the tax industry, offering a deep dive into the essentials of creating and maintaining a Written Information Security Plan (WISP) as mandated by IRS regulations and the FTC Safeguards Rule. With a focus on IRS Publications 4557, 5293, and 5708, along with insights from NISTIR 7621, participants will learn not just the theory but the practical steps needed to enhance their practice's security posture. The course content is designed to be direct and engaging, ensuring that attendees can easily translate knowledge into action. The curriculum covers a broad spectrum of critical topics, from developing a compliant WISP to recognizing and responding to cyber threats, and from implementing strong access controls to effective data protection measures. Special emphasis is placed on real-world strategies for preventing data breaches, including the use of encryption, backup procedures, and secure data disposal methods. Participants will also explore the importance of employee training and the continuous monitoring and improvement of security practices to address new cyber threats and business changes. For tax professionals committed to upholding the highest standards of data security and building a trust-based relationship with their clients, this course is a vital resource. Attendees will not only gain the knowledge to protect their clients' data but also the confidence to implement best practices within their organization.

CPE Credits2

Length1h 40m

Field of Study Taxes, Information Technology

Instructor Stephen Yoss

IRS Program #OWVJT-T-00096-24-O

Learning objectives

Upon completing this course, you should be able to:

Classify the essential components of a Written Information Security Plan (WISP) that fulfills IRS and FTC Safeguards Rule requirements for protecting sensitive taxpayer data
Evaluate organization practices to identify security gaps and areas for improvement in meeting IRS standards for access controls, employee training, and data protection
Apply encryption, backup procedures, and other practical data security measures to reinforce defenses against unauthorized access or cyberattacks
Develop risk mitigation strategies and response plans to recognize phishing attempts, monitor EFIN/PTIN usage, and report suspected data breaches
Construct a customized information security plan utilizing IRS Publication 4557 to safeguard confidential client records while ensuring ongoing compliance through continuous monitoring

Major topics

Constructing a Compliant Security Plan Fortifying Defenses Against Cyber Threats Executing Robust Data Protection Measures Cultivating a Security-First Culture

Who this is for

Tax professionals seeking IRS-compliant data security should attend.

Prerequisites: None

What's included

Every registration comes with the course materials — yours to keep.

Course presentation PDF

Course details

Recommended CPE credit: 2 (1 Taxes · 1 Information Technology)
Field of study: Taxes, Information Technology
Program level: Basic
Delivery method: Group Internet Based
Prerequisites: None
Advance preparation: None
Length: 1h 40m
Course number: 24c01021
Provider: CPE Today

CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].

Every way to take this course

On its own

Live Replay Webinar Attend the next scheduled rebroadcast — full live CPE credit · 2 credits · 1h 40m

$50 Add to Cart

As part of a multi-day event

These seminars include this course on their agenda. One registration covers the event — you attend this course on its scheduled day, plus everything else that day offers.

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Your instructor

Stephen Yoss

Speaker & Author · CPE Today · ★ 4.7 instructor rating

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping...

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