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Securing Confidentiality: Safeguarding Client Data Under IRS Rules – Webinar

Protecting client data from cyber threats is crucial for tax professionals. This course focuses on creating and maintaining a Written Information S...

Event Overview

Protecting client data from cyber threats is crucial for tax professionals. This course focuses on creating and maintaining a Written Information Security Plan (WISP) in accordance with IRS regulations and the FTC Safeguards Rule. Learn practical steps from IRS Publications 4557, 5293, and 5708, along with insights from NISTIR 7621, to enhance your security practices. The curriculum covers topics like developing a compliant WISP, recognizing cyber threats, implementing access controls, and data protection measures. Discover real-world strategies to prevent data breaches through encryption, backups, and secure data disposal. Emphasis is also placed on employee training and continuous improvement of security practices. If you’re dedicated to upholding high data security standards and building trust with clients, this course is essential. Gain the knowledge and confidence to safeguard client data effectively within your organization.

Event Sessions

Wednesday, October 30, 2024
Day #1
Securing Confidentiality: Safeguarding Client Data Under IRS Rules
Taxes | 1 Credits
Stephen Yoss
09:00 AM to 10:00 AM America/Los_Angeles

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.

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Event Instructors

Stephen Yoss

Big Bear Lake, CA
Speaker & Author, CPE Today

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 organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.

About Instructor Read Less