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2022 Data Security Plan Update: WISP Changes

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2022 Data Security Plan Update: WISP Changes
IRS Program #
: X9QQU-T-00913-22-O
CTEC #: 6257-CE-0104
CE: 1 IRS credit & 1 CTEC credit (for live attendance only), or 1 IRS credit (for on-demand)
Speaker: A.J Reynolds, EA

Under the FTC Safeguards Rule, financial institutions must protect the consumer information they collect. The Gramm-Leach-Biley (GLB) Act of 1999 requires companies defined under the law as “financial institutions” to ensure the security and confidentiality of this type of information. The “financial institutions” definition includes professional tax preparers.

When completing the annual renewal of a tax professionals PTIN, part of the process is a separate page called “Understand your data security responsibilities”. This section states the following:

Paid tax return preparers must have a data security plan and system security protections for all taxpayer information. You must check a box confirming that you aware of this responsibility before finalizing the PTIN renewal process.
Join us on this fast paced but Vital webinar explaining what resources are available and to assist you in developing and or reviewing your Data Security Plan.

Learning Objectives:

  • Explore the Data Security Plan requirements
  • Examine IRS publication 4557
  • Investigate the newly provided IRS Written Information Security Plan (WISP)
  • Furnish examples of such plans


  • Allan (AJ) Reynolds, EA

    A.J. has immense experience in various areas of taxation, which encompasses over 30 years. His practice centers on individual, business, and estate tax preparation. In addition, A.J. specializes in IRS audits, appeals, collections and other tax representations. He speaks for multiple organizations and brings his everyday “in the trenches” experience to assist attendees with real issues affecting tax professionals. A.J. started his tax career with a national CPA firm in San Diego, CA after proudly serving five years in the U.S. Navy.

December 8, 2022
Thu 1:00 PM EST

Duration 1H 0M

This live web event has ended.

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