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Protecting Client Data: Your Obligations Under IRS Publication 4557

PROTECTING CLIENT DATA: YOUR OBLIGATIONS UNDER IRS PUBLICATION 4557

Cost Free
Presentation Length 1.5 hours

Recorded DateDecember 13, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Cybersecurity
Course Description

The growing risk of tax identity theft and increase in hackers targeting firms offering tax services makes it even more important for tax practitioners to revisit their cybersecurity/information security policies and procedures. Attend this non-technical seminar to obtain an understanding of the IRS’s expectations of you in safeguarding your clients’ data (Pub 4557) and practical tips to reduce your risk of a data breach.

Learning Objectives:


  • Understand how tax practitioners are at risk for a data breach

  • Understand key requirements from IRS Publication 4557: Safeguarding Taxpayer Data

  • Learning practical tips to protect client and firm data.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Donny Shimamoto

IntrapriseTechKnowlogies LLC
Managing Director
donny@intraprise.us
(866) 737-9991 x7200

Intraprisetechknowlogies

Donny is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm specializing in organizational development and innovation management for small businesses, middle-market organizations, and nonprofits. Donny is a recognized thought leader and educator in the Accounting Technology, IT Risk Management, and Performance Management fields; his dedication to helping accountants and organizations leverage strategic technologies while proactively managing their business and technical risk is paramount.

Donny also serves as an outsourced IT and Innovation “Partner” and advisor for local and regional accounting firms and internal audit departments who lack in-house IT leadership and IT audit expertise. He helps with IT risk assessments and IT advisory services, developing firms’ innovation strategy, streamlining internal firm operations, and increasing staff proficiency with IT tools supporting client engagements and service delivery.

Donny is a past chairman of the AICPA’s Information Management and Technology Assurance Executive Committee and former member of its Governing Council, Assurance Services Executive Committee, and numerous other AICPA committees and task forces. Donny was recognized as one of the Top Thought Leaders in Public Accounting by CPA Practice Advisor from 2012 to 2018, Top 100 Most Influential People in Accounting (2013 & 2014 & 2017) by Accounting Today. He received the 2009-2010 President’s Award from the Hawaii Society of CPAs, and was also named to CPA Technology Advisor’s 40 Under 40 list in 2007 & 2009 & 2014, and was a Hawaii Top High Tech Leader in 2004

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