A WISP Away
Wednesday, July 15, 2026
11 a.m.-12:50 p.m. Central
2 CPE (2 technical)
Course code: 26WA-3895
View pricing
Each year, the IRS issues an updated edition of its Written Information Security Plan (WISP) template to better assist CPAs, tax preparers and small practitioners with drafting an effective WISP. Develop a customized WISP to fit your business needs and identify the latest resources available to assist. Time will be spent on the requirement for a security plan as well as its implementation.
Major subjects
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Who gets breached?
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The Gramm-Leach-Bliley Act and FTC Safeguards Rule.
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What is a Written Information Security Plan (WISP) and policy contents.
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Securing digital assets.
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What to do with a breach and information security policy.
Learning objectives
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Identify the key components and regulatory requirements of a Written Information Security Plan (WISP).
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Develop a customized WISP and outline practical steps for implementing and maintaining data security policies to protect client information and respond to breaches.
Who should take this program?
- CPAs, EAs, and other tax professionals with PTIN or data security obligations.
Pricing
|
Standard Member Fee |
$79.00
|
 Standard Nonmember Fee |
$79.00
|
Our records indicate
you are a
nonmember.
If you register, you will be charged
$79.00
(Standard Nonmember Fee).
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Location
Online
Area
of study
Information technology
Field(s)
of study
Information Technology - Technical (2.0)
Level
Overview
Format
Group Internet Based
Sponsor
NASBA ID#: 107810
Prerequisites
Prereq.
None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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