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Cybersecurity Compliance Made Easy: WISP, FTC Safeguards Rule & IRS 4557 Compliance - Sponsored by Practice Protect

Cybersecurity Compliance Made Easy: WISP, FTC Safeguards Rule & IRS 4557 Compliance - Sponsored by Practice Protect

IRS Program #X9QQU-T-01103-23-O
CTEC #: 6257-CE-0269
CE: 1 IRS & 1 CTEC credit
Materials
Course Description
For financial professionals cybersecurity isn’t optional, according to IRS 4557 protecting taxpayer data is the law.

IRS 4557 and the FTC Safeguards Rule require tax professionals to put in place safeguards to protect their client data and develop a Written Information Security Plan (WISP) which documents their approach.  But in this ever-evolving landscape of navigating a starting point can be challenging.
Join our webinar to grasp a straightforward approach and effortlessly secure your business. Gain insights on simplifying cybersecurity measures and ensuring compliance with the law.

Learning Objectives
  • Understand the FTC Safeguards Rule and IRS 4557 Guidelines.
  • Learn who these relate to.
  • What needs to be covered in your WISP.
  • The technology that you need to secure your firm.
Presenters


Jon Melloy, Credentials
Jon Melloy serves as the head of growth for Practice Protect, the leading cybersecurity platform for accountants worldwide. With an extensive background in data security and the accounting industry, Jon works with accountants daily to ensure that their people, process, and software are positioned for security. 
Continuing Education
This course qualifies for IRS and CTEC Continuing Education Hours. NAEA reports IRS/CTEC 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 education@naea.org. IRS Requirements for live webinars require at least 50 minutes per hour of attendance and answering 3 out of the 4 polling questions. For on-demand, you must watch the full video, answer the knowledge check, and pass the assessment with a score of 70% or above. No partial CE is offered.

Webinar Refund Policy
To request a refund, contact the NAEA education team via email at education@naea.org. An NAEA education team member will review the request for a 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 will not be refunded.