Compass Tax Educators

Much like tax, the world of data security is in constant change.  With new requirements and growing threats, it is becoming more difficult for a tax professional to stay up-to-date and current on safeguarding their client data.  In this class, we will review recent changes to requirements imposed on tax professionals as well as provide practical steps to meet them without disrupting the tax professional’s daily workflow.

Learning Objectives

• Define the FTC Safeguards Rule and its implication on a tax preparation firm.
• Describe a plan to deploy and test data safeguards to be within compliance with the FTC requirements.
• Demonstrate how to create a schedule and agenda to keep current on changes in security.
• Demonstrate how to monitor your written information security plan proactively to account for necessary changes.

Education Information

IRS Program Number: NMVBP-T-00302-25-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 Click here to learn more about the instructor.

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.