Keeping Taxpayer Data Secure

Overview

Certain business organizations, among which are those referred to as "financial institutions," are charged by the FTC with taking particular steps to protect their customers' financial information. Included in the category of financial institutions are professional tax preparers. Professional tax preparers normally maintain a significant amount of taxpayer information in various files-electronic and paper-that would be a treasure trove for cyber criminals. In this course, tax preparers are introduced to the problem of cybercrime and its costs, offered methods that can be expected to reduce the chances of becoming a cybercrime victim, and informed of proper steps to take if they do become victims of cybercrime.

Find this course for your license


License or Certification 

 

Regulator 

 

Type 

 


Objectives

  • recognize the pervasiveness of cybercrime
  • identify the potential costs of experiencing a data breach
  • identify the best practices that may be implemented to protect a tax preparer from cybercrime
  • pinpoint the responsibilities of a tax preparer who has experienced a taxpayer data breach

Tax Year: 2023-2024

Designed For:

CPA, EAs, and other finance and tax professionals


WebCE® is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For more information regarding WebCE administrative policies such as refunds, cancellations and concerns, please contact Support Services at 877-488-9308.

Course Information

Adding additional credit may change exam requirements.

Advanced Preparation: None