CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Webcast

Cybersecurity for your Tax Practice

Vital walkthrough to Cybersecurity Protection and Breach Prevention. Master essential security protocols and regulatory requirements while developing effective strategies to safeguard client data in tax practices.

Individual
Teams

$49.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

1 Credits: Computer Software & Applications
Course Level
Basic
Format
Webcast

Course Description

You may have already experienced a cybersecurity breach and not even be aware of it. According to the Ponemon Institute report, on average it takes firms 212 days to discover their business was hacked. Statistics highlight that we are more likely to experience a data breach than we are to catch the flu. The question is, “not if, but when” you will be targeted. This webcast CPE course addresses scams, threats, prevention, data security requirements and steps to take in the aftermath of a breach. The smaller your firm is, the more imperative it is to attend this session.

The Gramm-Leach-Biley (GLB) Act of 1999 requires companies defined under the law as “financial institutions” to ensure the security and confidentiality of this type of information. The “financial institutions” definition includes professional tax preparers.

Confidentiality, integrity, and availability are duties of the tax professional community to protect our clients’ information from disclosure to third parties and threat from cyber-attacks.

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Learning Objectives

Upon completion of this course, participants will be able to:

  • Explain IRS requirements for tax practice data security
  • Comprehend how to verify the security of preparer/firm data
  • Identify possible threats to your firm
  • How to respond to a Cyber Security hack
  • Discuss Cyber Insurance
  • Explore the Data Security Plan requirements
  • Analyze the IRS Security Six
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Course Specifics

Course ID
WC1224398376
Revision Date
September 16, 2024
Prerequisites

None

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

A.J. Reynolds, EA

A.J. Reynolds, EA has over thirty years of experience encompassing various areas of taxation. Though his practice centers on Individual, Business, and Estate Tax preparation, A.J. focuses a portion of his practice to IRS Representation. As diverse as his specializations, A.J.’s clientele, too, ranges from average workers to Fortune 500 executives. Additionally, A.J volunteers his time with the Iowa Legal Aid’s Managing Attorney assisting in Tax Court cases and assorted income tax issues. A.J. brings his everyday “in the trenches” experience to seminars and webinars for multiple organizations to assist attendees with real issues affecting tax professionals. A.J. started his …