Checkpoint Learning

    Checkpoint Learning

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    Written Information Security Plan - A Requirement for ALL Tax Practitioners (On-Demand Webinar)  

    CATEGORY: Technology
    COURSE ID: W779TODW, VERSION 1.00
    1 2 3 4 5
    (34)
      On-Demand Webinar
    1 CPE Credits
    Level: Basic

    All tax practitioners need a Written Information Security Plan (WISP) as it is required of all 'financial professionals' mandated by the Gramm-Leach-Bliley Act. A WISP needs to be in place to protect any personal data held by the 'financial professional'. A failure to maintain a WISP could subject the practitioner to the loss of e-filing privileges. In this brief on-demand webinar we will discuss what practitioners need to know about a WISP and how to create a plan to ensure compliance with this requirement.

    Who should take this on-demand webinar: Everyone who prepares tax returns.

    Instructor: Rick E Oelerich, LPA, EA

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