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24WA-1295: K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar)

Thursday, August 22, 2024
6:00pm - 7:50pm Central Time
2 CPE (2 technical)

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Alternate dates & more options

  • Wednesday, July 31, 2024 - Webinar
  • Tuesday, August 6, 2024 - Webinar
  • Saturday, October 12, 2024 - Webinar
  • Wednesday, October 23, 2024 - Webinar
  • Tuesday, November 5, 2024 - Webinar
  • Thursday, November 21, 2024 - Webinar

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. Regardless of size, most public accounting firms are mandated to have a written security plan in place. Failing to have such a plan in place can lead to substantial fines. Join us in this session to learn what your security plan should include and how to implement it.

Major subjects

  • The need to protect client data
  • The required security and privacy standards
  • Leave with a sample plan to consider your tax practice

Learning objective(s)

  • 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

Who should take this program?

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


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More program information

Instructor Randolph Johnston, MCS
Location Online
of study
Information technology
of study
Information Technology - Technical (2.0)
Level Intermediate
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. Fundamental knowledge of tax return preparation processes and cybersecurity issues and risks
Receive a full refund if you cancel at least four business days before the event start date. Learn more
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