Data Security for the Tax Professional ON DEMAND
Available Until
Your Desk
1.0 Credits
Member Price $87.00
Non-Member Price $100.00
Overview
In an era where cybercrimes are escalating rapidly, protecting sensitive taxpayer data against online criminals has become a paramount concern for tax, accounting, and finance professionals. The threat of data breaches and identity theft looms large, making it crucial to stay abreast of the latest cybersecurity measures. This online webinar CPE course, led by Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, is tailored to equip you with the knowledge and skills needed to safeguard taxpayer data effectively. It offers in-depth guidance on IRS Publication 4557 requirements, strategies to protect your clients and yourself, insights from the IRS Security Summit, and the use of IRS Identity Protection PINs. By integrating these practices, you will enhance your ability to defend against the ever-present threat of cybercrimes, ensuring the security and integrity of your clients’ sensitive information.
Highlights
PTIN renewal. Publication 4557. IRS security summit. Form 8821. Scam callers. IRS scams. Cyber warning indicators. IRS dirty dozen.
Prerequisites
None.
Designed For
CPAs, auditors, accountants, and financial professionals.
Objectives
Safeguarding taxpayer data- IRS publication 4557. Protect your clients- protect yourself. IRS security summit. IRS identity protection PIN. Identity theft affidavit.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Larry Pon, Western CPE
Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.
Non-Member Price $100.00
Member Price $87.00