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L1.12.21 - Managing Confidential Client Data - (2 CE)

Managing Confidential Client Data:

IRS Program #: XQQU-T-00747-21-O/S
CE: 2
Speaker: David Gannaway, EA

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.
Continuing Education
This course qualifies for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at

Webinar Refund Policy
To request a refund, contact the NAEA education team via email at An NAEA education team member will review the request for refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand Webinars will not be refunded.