Artificial Intelligence Conference - Virtual-securing-confidentiality-safeguarding-client-data-under-irs-rules-03-29-2024

securing-confidentiality-safeguarding-client-data-under-irs-rules-03-29-2024

Pdf Summary

This course, <strong>IRS Tax Security (Course ID 710)</strong>, is designed for tax professionals who need to protect confidential client data and meet IRS and FTC security requirements. It focuses on building and maintaining a <strong>Written Information Security Plan (WISP)</strong> in line with <strong>IRS Publications 4557, 5293, and 5708</strong>, as well as the <strong>FTC Safeguards Rule</strong> and guidance from <strong>NISTIR 7621</strong>.

Participants learn how to create a compliant security plan, identify cyber threats, and strengthen data protection practices. Key topics include access controls, encryption, backup procedures, secure data disposal, employee training, and continuous monitoring of security measures. The course also covers practical risk mitigation strategies such as recognizing phishing attempts, monitoring <strong>EFIN/PTIN</strong> usage, and responding to suspected data breaches.

The learning objectives emphasize assessing current organizational practices for security gaps, applying effective safeguards against unauthorized access and cyberattacks, and developing a customized information security plan that protects taxpayer records while supporting ongoing compliance. The course is intended for tax professionals seeking IRS-compliant data security knowledge and practical tools they can apply immediately in their practice.

This is an <strong>advanced/basic-level</strong> course with <strong>no prerequisites</strong>, lasting <strong>100 minutes</strong>, and offers <strong>1 CPE credit in Information Technology</strong> and <strong>1 CPE credit in Taxes</strong>.

Keywords

IRS Tax Security

Written Information Security Plan

WISP

IRS Publications 4557 5293 5708

FTC Safeguards Rule

NISTIR 7621

data protection

cybersecurity

phishing prevention

tax professional compliance