Data Security for the Tax Professional FLEXCAST

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 course 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

This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.