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Description
Managing Confidential Client Data
IRS Program #: XQQU-T-00747-21-O/S
CE: 2 CE
Speaker: David Gannaway, EA
Managing Confidential Client Data: Confidentiality of client data is essential to tax representation practice. This course will review best practices for complying with data security and confidentiality of taxpayer information as required by Internal Revenue Code §7216.
Learning Objectives:
- Describe best practices for data security related to tax representation cases.
- Understand the application of §7216 to tax representation practice.