Data Protection and IRS Compliance: Crafting an Effective WISP ON DEMAND

Overview

Protecting financial client data is crucial to maintaining trust and integrity in the financial industry. A Written Information Security Program (WISP), required by the IRS, is designed to help tax pros effectively plan data security. Andrew Lassise, of Tech 4 Accountants/Rightworks, shares his expertise in helping tax and other financial professionals with IRS compliance and data protection measures. He explains how to maximize the IRS requirement to complete a WISP, offering a helpful road map for tax pros to protect their clients and themselves with a comprehensive cybersecurity strategy.

Highlights

Data protection. IRS compliance. Crafting an Effective WISP.

Prerequisites

None.

Designed For

Those responsible for protecting financial client data.

Objectives

Distinguish the specific IRS requirements that must be addressed within a WISP to ensure compliance. Recognize the risks mitigated by having a WISP in place and how it impacts overall risk management strategy. Recognize how to train employees for effective WISP compliance and encourage ongoing compliance. Identify how implementing and maintaining a WISP affects internal controls and procedures and prevents costs of non-compliance.

Preparation

None.

Notice

None.