ETHICS AND SAFEGUARDING TAXPAYER DATA PER WISP
A Joint Meeting with the Palomar Chapter of EA's
North County San Diego Chapter In-Person Meeting

*Please note this is a ONE-TIME change of time and location*

Date:

Thursday, July 11, 2024
5:30 - 6:00 Registration
6:00 - 8:30 Program

Location:

Cocina Del Charro - ESCONDIDO LOCATION - SPECIAL JOINT MEETING WITH EA'S
890 W Valley Pkwy
Escondido, CA 92025

Description:

Circular 230 section 10.36 covers Confidential Client Information which in conjunction with Treas. Reg. 301.7216-1 outlines the rules issued by IRS regarding professional standards for tax professionals to safeguard all client digital data. This class will be a practitioner’s workshop to develop a Written Information Security Plan (WISP) for your tax office given the ubiquitous nature of technology required to operate the modern tax office. During the class we will review parts of IRS Pubs 1345, 4557, 4707 and 5293 on the subject, trying to make this subject practical for all tax professionals using a panel of presenters and engaging the audience. Given the endless warnings of tax scams and data breaches (most recently at the IRS), we must remain vigilant and protect our offices from data hacks with WISP and other prudent actions to combat the cyber risk threat.

Speaker:

Miles Lawrence, EA, Esq. and panel of EA’s (Jennifer Stepp, Sue Reed and Minji Jo)
Miles Lawrence, EA, Esq. manages his tax practice in Carlsbad, specializing in tax preparation, consultation and representation. He has been practicing since the mid-1980’s and periodically presents to audiences on tax law updates and related subjects.

CPE Information:

2 Ethics hour(s) (Topics meeting the ethics requirements under Cir 230)

IRS: 18QC1-E-01981-24-I
CTEC: 1000-CE-5427

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Cost if registered by July 9, 2024, at midnight
Registration Fee (Member): $40
Registration Fee (Non-Member): $70

Cost if registered after July 9, 2024, at midnight
Registration Fee (Member): $50
Registration Fee (Non-Member): $80

Cancellation and Refund Policy:
Written webinar 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.