Data Security for Tax Professionals – 2024 Update

Event: Live Webinar
Event Date: August 13, 2024
Presenter: Robert K. Minniti
Event Time: 1:00 PM EST
Duration:100 Minutes

Description:

The IRS has recently updated its guidelines for data and cyber security placing new responsibility for the security of taxpayer’s personal information on tax preparers.

This webinar is designed for tax professionals who collect and store client’s personal information, who would like to obtain an understanding of data and cybersecurity.

You have probably heard of some of the more common types of cyber crimes such as ransomware, spyware, computer viruses, phishing, vishing, spoofing, data breaches, denial of service attacks, hacking, etc.

This webinar is designed to familiarize tax professionals who are not information technology (IT) experts on data breach and cybersecurity risks and internal controls. We will review the IRS recommendations for securing taxpayer information. We will cover the material in a plain language, nontechnical manner. We will cover what you need to know, but not how to write the computer programs or code.

This course covers 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.

Session Highlights:

  • 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

  • CPAs
  • CFEs
  • CMA
  • CIAs
  • CFFs
  • MAFF
  • CGMAs
  • CFOs
  • CEOs
  • EAs
  • And others who prepare taxes or obtain and manage taxpayer information.

Speaker Profile:

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 the state of Arizona. Dr. Minniti received his doctoral degree in business administration from Walden University, received his MBA degree and Graduate Certificate in Accounting from DeVry University’s Keller Graduate School of Management, and received his Bachelor of Science in Business Administration degree from the University of Phoenix. Dr. Minniti teaches graduate and undergraduate courses in accounting, fraud examination, fraud criminology, ethics, forensic accounting, external audit, and internal audit, at DeVry University, Northwestern University, and the University of Phoenix. He designed graduate and undergraduate courses for Grand Canyon University, Northwestern University, and Anthem College.