Data Security for Tax Professionals – 2024 Updates!

Dr. Robert K. Minniti

Dr. Robert K. Minniti

Dr. Minniti is the President and Owner of Minniti CPA, LLC. Dr. Minniti is a Certified Public Accountant, Certified Forensic Accountant, Certified Fraud Examiner, Certified Valuation Analyst, Certified in Financial Forensics, Master Analyst in Financial Forensics, Chartered Global Management Accountant, and is a licensed private investigator in...
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Pre-recorded
100 Mins
Dr. Robert K. Minniti

The IRS has recently updated its guidelines for data and cyber security, imposing new responsibilities on tax preparers to safeguard taxpayers' personal information. This webinar by industry expert Dr. Robert K. Minniti, DBA, CPA, CFE, Cr.FA, CVA, MAFF, CFF, CGMA, PI is tailored for tax professionals who handle client data and seek a comprehensive understanding of data and cybersecurity.

While you may be familiar with common cybercrimes such as ransomware, spyware, computer viruses, phishing, vishing, spoofing, data breaches, denial-of-service attacks, and hacking, this session aims to demystify these threats for those without an information technology (IT) background. The goal of this session is to help tax professionals grasp the risks associated with data breaches and cybersecurity and to implement effective internal controls.

During the session Dr. Minniti will review the IRS's recommendations for securing taxpayer information, covering the material in plain language, free from technical jargon. This webinar will inform you about what you need to know to protect client data, without delving into the complexities of programming or coding.

Topics covered include the IRS guidance for Written Information Security Plans (WISP), the Federal Trade Commission’s Safeguards Rule, and the requirements outlined in the Gramm-Leach-Bliley Act. Join us to enhance your knowledge and ensure compliance with the latest data and cybersecurity standards.

Webinar Objectives

  • Identify how criminals commit acts of cyber fraud
  • Identify data security internal controls that will protect your company from criminals
  • Identify the IRS data security recommendations for tax professionals
  • Identify the data security requirements in the Gramm-Leach-Bliley Act
  • Identify the legal requirements in the FTC’s Safeguards Rule

Who Should Attend

This course would be appropriate for CPAs, CFEs, CMA, CIAs, CFFs, MAFF, CGMAs, CFOs, CEOs, EAs, and others who prepare taxes or obtain and manage taxpayer information.

To access this webinar, kindly reach out to our customer support team at support@complianceducator.com.

Credit(s)

IRS CPE Credits: 2 Tax hour

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