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Live Webcast Replay

K2's 2023 Safeguarding Taxpayer Data - A Guide For Your Required Security Plan


Total Credits: 2 including 2 Information Technology - Technical

Average Rating:
   22
Categories:
ACPEN Industry Institute |  Technology
Speaker:
Randolph (Randy) P. Johnston
Course Levels:
Intermediate
Duration:
2 Hours

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

Combatting today’s cybercriminals takes everyone working together. The Internal Revenue Service works with state tax agencies and the tax industry to fight these 21st-century identity thieves. Unfortunately, data thefts at tax professionals’ offices are on the rise. Online providers also must follow the six security and privacy standards in Publication 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns. In addition, you fall under the PTIN and 4557 mandates if you prepare tax returns. Learn how to fulfill your obligations by participating in this session.

Regardless of size, most public accounting firms are mandated to have a written security plan in place. Failing to have such a plan in place can lead to substantial fines. Join us in this session to learn what your security plan should include and how to implement it.

Basic Course Information

Learning Objectives
  • List examples of basic security steps and how to take them
  • Identify the signs of data theft and how to report data theft
  • List examples of how to respond and recover from a data loss
  • Identify examples of specific compliance issues found in the FTC Safeguards Rule

Major Subjects
  • Understand the need to protect client data
  • Learn about the required security and privacy standards
  • Leave with a sample plan to consider your tax practice

Course Materials

Speaker

Randolph (Randy) P. Johnston's Profile

Randolph (Randy) P. Johnston Related Seminars and Products

Exec VP – Co-Founder

K2 Enterprises, LLC


Randolph P. (Randy) Johnston, MCS, has been a top-rated speaker in the technology industry for over 40 years. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011-2021, and was a recipient of the 2021 Accounting Today Top 100 Most Influential People in Accounting award for the eighteenth consecutive year. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. In addition, Randy writes a monthly column and produces a weekly podcast for The CPA Practice Advisor, features for the Journal of Accountancy, creates articles for accounting and technology publications, and is the author of numerous books. He has started and owns multiple businesses, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. in Hutchinson, Kansas. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America. His wife and four children enjoy many experiences together, including theatre, music, travel, golf, skiing, snorkeling, and model trains. His experience as a college instructor, management and technology consultant, and advisor to the profession will be evident to you in Randy's presentations.


Dates

Sat, Dec 21, 2024 - 09:00am to 10:46am CST
Mon, Dec 30, 2024 - 11:00am to 12:46pm CST

Additional Info

Basic Course Information

Prerequisites Fundamental knowledge of tax return preparation processes and cybersecurity issues and risks
Advanced Preparation None
Designed For Public practitioners who desire to learn more about specific security requirements imposed on firms and how to comply with them
Original Recording Date 08/2023
Course Developer K2 Enterprises
Date Added to Catalog 08/17/2023

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Reviews

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Overall:      4.7

Total Reviews: 22

Comments

J Patrick B

"VERY GOOD!"