THE WISP YOU WISH YOU HAD: DATA SECURITY FOR TAX PROFESSIONALS
Inland Empire Chapter In-Person Meeting

Very limited seats will be available after online registration closes. Please make your reservation before the online registration deadline.

Date/Time:

Wednesday, August 16, 2023
5:30 PM to 9:00 PM

Location:

DoubleTree Hotel Claremont
555 West Foothill Blvd
Claremont, CA 91711

Topic: 

Do you pay enough attention to client data security when you work in the office or remotely? Do all your team members use the right tools to ensure secure data exchange? This presentation will walk you through everything your firm needs to know about secure environments for storing and sharing data. You will learn to leverage the latest technology to establish a 100% secure and IRS-compliant remote tax and accounting firm.

Learning Objectives:
•Design a checklist to ensure compliance with the latest IRS security requirements.
•Outline how to prepare the Written Information Security Plan (WISP) according to the IRS.
•Identify ways to back up, store, and exchange files securely.
•Recognize why hosting tax applications and files on the cloud helps prevent data loss.
•Determine how to establish a robust and secure environment and help your team adopt the necessary protocols.

Presenter:

Andrew Crawford - Founder and CEO of Compliance Specialists
Andrew Crawford is the CEO and a voice of truth at Compliance Specialists. His company serves and protects small U.S. businesses from Internet Criminal data security attacks and helps business owners prevent making themselves vulnerable to business killing events. Mr. Crawford's career in internal corporate I.T. grew into his own MSP business. Throughout Crawford’s nearly four-decades of professional service on the front lines serving rapidly evolving computer and networking needs of companies as large as Verizon business, U.S. Air Force, Century 21, and Delta Dental, and as small as your individual CPA, his focus on system integrity has been foundational to his work. His Compliance Specialists brand launched in 2020, demonstrating Mr. Crawford’s continuing commitment to protect even the smallest U.S. businesses connected to the Internet. The proliferation of data security & privacy laws creates another layer of challenge for small businesses to keep up with and understand what comprises compliance with all the laws. Compliance Specialists will protect them to grow and guide them to achieve and maintain compliance.

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01860-23-I
CTEC: 1000-CE-5291

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Cost: (online registration only accepted through Sunday, August 13 at 11:59 PM PST)
Registration Fee (Member): $35
Registration Fee (Non-Member): $65

Cost: (if registering after Sunday, August 13 at 11:59 PM PST)*
Registration Fee (Member): $45
Registration Fee (Non-Member): $75

Meal selection to be made during registration.

Very limited seats will be available after online registration closes. Please make your reservation before the online registration deadline

*Late reservations can be made with the Chapter starting Monday, August 14. 2023. Late registration fee will be: Members $45.00 and Non-Members $75.00. For late registration email: [email protected] or CSTC.Inland.Empire.com. Provide name, PTIN and CTEC number & meal selection. We will respond within 24 hours. Payment will be on site check or cash, no credit cards. We will have very limited Walk-In space. Late fees will apply.

Questions? Please contact Hilde Morrow, email: [email protected], phone 951.836.3006 or Chapter email: [email protected].

Cancellation and Refund Policy for Meeting Purchase: 
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.