K2's Safeguarding Taxpayer Data - A Guide For Your Required Security Plan 25-26

Combatting today's cybercriminals takes everyone working together. The Internal Revenue Service works with state tax agencies and the tax industry ...

9/19/2025 2:00pm - 4:00pm  |  Online  |  CalCPA

Members: $98.00, Non-members: $127.00

CPE Categories: Specialized Knowledge & Applications (2 CPE)

Sign In / Register


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.

Instructor: Thomas G. Stephens Jr

Target Audience

CPAs and other professionals seeking to advance their knowledge on the topic.

Course 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

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

Prerequisites

None.