THE 2025 PASS INCLUDES THIS COURSE.
Do NOT purchase this course separately if you buy a 2025 PASS.
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-O
Credit Hours: 2 CPE (NASBA); 2 CE (IRS)
Prerequisite: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based (NASBA); Online Webinar (IRS)
Field of Study: Taxes (NASBA); Federal Tax Topics/Federal Tax Related Matters (IRS)
Instructor: Brad Messner, EA Click here to learn more about this instructor.
Refund Policy: Refunds processed prior to noon ET the day before the live event are subject to a $25 processing fee. No refunds will be given for live webinars after noon ET the day before the event, but if you are unable to attend the live webinar for any reason you will be given access to the on demand webinar on the same topic. Click here for more information about our education, refund, and complaint policies.
