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Taxpayer Data Security ON DEMAND

Available Until

Your Desk

2.0 Credits

Member Price $290.00

Non-Member Price $334.00

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Overview

A tax preparation firm stores confidential taxpayer information, which hackers would like to access for personal profit. In the Taxpayer Data Security course, we discuss an array of information security threats and solutions, as well as the data safeguards recommended by the Federal Trade Commission and the Internal Revenue Service. We also describe a variety of data security options, as well as what to do if a data breach occurs. In short, the course describes how hackers can access your clients’ data, and how you can prevent them from doing so.

Highlights

Information security terminology. Hacker interest in tax professionals. The goal of information security. How to spot data theft. IRS commentary on information security. FTC privacy rules. Insurance options. Fire mitigation activities. How to deal with a data breach.

Prerequisites

None.

Designed For

CPAs, CEOs, CFPs, and other accounting professionals.

Objectives

Recognize the different types of attacks that hackers use to access taxpayer data. Recall the types of insiders who can threaten information security. Recognize the prevention techniques used to protect against downloading malware. Specify the characteristics of a typical phishing email. Recall the indicators of data theft. Recall the best practices for keeping your computer infrastructure secure. Recognize the requirements of the FTC Safeguards Rule. Specify the notices required by the FTC when you plan to share non-public personal information with nonaffiliated parties.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

Steven Bragg, Western CPE

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 70 business books. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast.

Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and an auditor with Deloitte & Touche. He holds an MBA from Babson College, a Master of Finance from Bentley College, and a BA from the University of Maine (summa cum laude).

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Non-Member Price $334.00

Member Price $290.00