Tax professionals increasingly are targets of national and international cybercriminal syndicates that are well funded, digitally adept and tax savvy. This presentation will address tax related identity theft and practitioner data breach issues. We will discuss your roles and responsibilities to protect client data, warning signs of tax-related identity theft, steps to prevent data theft, what to do if you experience a data compromise, who to notify, how to recover and what to expect moving forward after a breach.
IRS
IRS Stakeholder Liaison
Brian Wozniak is a Senior Tax Specialist with the Internal Revenue Service’s Stakeholder Liaison Division in Portland and works with tax professionals to identify ways the agency can be more responsive to customers’ needs. Brian coordinates IRS outreach and education to the tax practitioner community and small business owners. Brian started working for the Internal Revenue Service approximately 23 years ago as a Tax Examiner in the Philadelphia Service Center. In 1994, Brian accepted a position in the Portland District Office where he has worked as a Lead Customer Service Representative and Functional Training Coordinator. Recognizing the taxpayer’s need for education to positively impact voluntary compliance, Brian joined the Taxpayer Education and Communication Function in 2001. Brian has earned a Bachelor of Science in Accounting from Portland State University and a Bachelor of Science in Business Administration from Edinboro University.
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