Written Information Security Plan: A Requirement for ALL Tax Practitioners

CATEGORY: Technology

COURSE ID: W779T, VERSION 1.00

Webinar

1 CPE Credits

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 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 attend: Everyone who prepares tax returns.

Instructor: Rick E Oelerich, LPA, EA

Instructor assignments are fluid and subject to change.

Registration for this event has ended. Please either [search] for an open course or event or contact a salesperson at 844-245-5970 for more information or other options.

Written Information Security Plan: A Requirement for ALL Tax Practitioners

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