Compass Tax Educators

You must complete this course by 12/31/26 to earn continuing education.

Understanding the Gramm-Leach-Bliley Act and having an information security plan is essential, but that is just the starting point. Beyond having a plan in place is the need to execute and integrate that plan into your operation as well as manage client expectations for access to data. Practical steps to implement and design solutions are discussed in detail.  

Learning Objectives

• Describe your specific requirements as a manager of financial data in relation to the Gramm-Leach-Bliley Act
• Customize the IRS's WISP (Written Information Security Plan) template and modify it to match your firm operations.
• Execute your WISP and validate your client data is secured through third-party testing.
• Locate and prioritize solutions for hardware and software security concerns.

Education Information
IRS Program Number: NMVBP-T-00237-23-S
Credit hours: 2 NASBA CPE / 2 IRS CE
Prerequisite: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: QAS Self-Study (NASBA); On-Demand (IRS)
Field of Study: Taxes (NASBA); Federal Tax Topics/Federal Tax Related Matters (IRS)

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Course expires one year after purchase.

Instructor: Brad Messner, EA Learn more about our instructors here.

All continuing education credit is provided through Gregory & Associates, Inc. which is doing business as Compass Tax Educators. Click here for more information regarding our refund and education policies.