Webinar

Written Information Security Plans

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Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal foundation of WISP under the Gramm-Leach-Bliley Act, and how compliances is enforsed through IRS Circular 230, AICPA Statments of Standards, The American Bar Associations and the Federal Trade Commission (FTC).

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Major subjects

• Introduction to the Gramm-Leach-Bliley Act and its impact on data security
• Circular 230 compliance and due diligence for practitioners
• AICPA Statements of Standards relevant to WISP requirements
• Key components of a Written Information Security Plan
• Training requirements for employees, staff, and contractors
• Practical guidance for drafting and implementing a WISP
• FTC enforcement of data security standards for PTIN holders
• Best practices for maintaining and updating WISP compliance

Learning objectives

• Recall the Gramm-Leach-Bliley Act and its requirements for data security
• Analyze compliance requirements under Circular 230 related to WISP and data security
• Identify AICPA Statements of Standards applicable to WISP
• Recall the essential components of a WISP and how to draft one
• Recognize the role of employee and contractor training in maintaining data security compliance
• Assess how FTC regulations impact WISP implementation and enforcement
• Evaluate due diligence practices for ensuring WISP compliance
• Develop strategies for monitoring and updating a WISP to meet evolving standards

Who should take this program?

• CPAs, EAs, tax practitioners, financial planners, investment advisors and other professionals subject to PTIN requirements or responsible for data security compliance

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $55.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

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