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Creating a Written Information Security Plan for Your Tax & Accounting Practice 1 Credit

Creating a Written Information Security Plan for Your Tax & Accounting Practice 1 Credit

  • Rating

    4.5
  • Reviewed on

    February, 2024
  • Subject Area

    Information Technology

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Sep 03, 04:00 PM ET

Learning Objective

  • To analyze what is the WISP.
  • To discuss why there is a need for WISP.
  • To explain how to start with WISP.
  • To inspect strategies for success.

Course Overview

Tax and accounting professionals are at significant risk for cyberattacks because they have the data hackers want. Thieves can impersonate the victims and file fraudulent tax returns with information like names, social security numbers, financial data, and addresses. And with a cyberattack happening every 39 seconds, the chances of your practice getting attacked continue to grow, especially if you’re not prioritizing data security. 

According to a report, just 20% of Chief Information Security Officers (CISOs) and other cybersecurity leaders surveyed believe they are sufficiently protected against the negative impact of a data breach today. This is despite 97% of that population of security leaders asserting that their organizations were as prepared or more prepared for a cyberattack than they were one year ago. 

Implementing cybersecurity measures is not just a matter of best practices. It’s the law. Paid accounting and tax practices are required by IRS and law to create and implement a Written Information Security Plan (WISP).

Major Topics Covered:

  • What’s a WISP
  • Why Do I Need One?
  • Where Do I Start
  • Strategies for Success

Join this CPE Information Technology webinar to understand everything about Written Information Security Plans for your Tax & Accounting Practice.

  • 1 CPE Credit of Information Technology for Certified Public Accountants (CPA-US)
  • 1 General Credit of Information Technology for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Information Technology for CPA in Canada
  • 1 CPE Credit of Information Technology for Certified Internal Auditors (CIA)
  • 1 CPE Credit of Information Technology for Certified Fraud Examiner (CFE)
  • 1 CPE Credit of Information systems for Certified Management Accountants (CMA)
  • 1 CPE Credit of Information Technology for Certified Government Financial Manager (CGFM)
  • 1 CPD Credit of Information Technology for Certified Information Technology Professionals (CITP)
  • 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountant - ICAEW
  • 1 CE Credit of Information Technology (inc. Excel) for Certified FP&A Professional (FP&A)
  • 1 CPE Credit of Information Technology for Iowa Licensed Public Accountant (IA-LPA)
  • 1 CPE Credit of Information Technology for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Information Technology for Delaware Licensed Public Accountant (DE-LPA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland

  • 1 CPE Credit of Information Technology for Certified Public Accountants (CPA-US)
  • 1 General Credit of Information Technology for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Information Technology for CPA in Canada
  • 1 CPE Credit of Information Technology for Certified Internal Auditors (CIA)
  • 1 CPE Credit of Information Technology for Certified Fraud Examiner (CFE)
  • 1 CPE Credit of Information systems for Certified Management Accountants (CMA)
  • 1 CPE Credit of Information Technology for Certified Government Financial Manager (CGFM)
  • 1 CPD Credit of Information Technology for Certified Information Technology Professionals (CITP)
  • 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountant - ICAEW
  • 1 CE Credit of Information Technology (inc. Excel) for Certified FP&A Professional (FP&A)
  • 1 CPE Credit of Information Technology for Iowa Licensed Public Accountant (IA-LPA)
  • 1 CPE Credit of Information Technology for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Information Technology for Delaware Licensed Public Accountant (DE-LPA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland

Additional Information

Credits

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Instructor

Greg Johnson
Greg Johnson

Chief Executive Officer (CEO), Webcheck Security

  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating
  • Greg is Co-Author of the book Testing and Securing Web Applications. (Available HERE.) Greg started Webcheck Security after a career spanning a decade and a half with technology companies such as WordPerfect/Novell, SecurityMetrics, Lancera, Secuvant and A-LIGN.   He loves people and providing solutions with integrity. A BYU graduate, Greg began his career in the era of 64k, 5.25” floppy drives and Mac 128k’s. As the industry evolved, Greg moved into the cyber arena providing cyber controls, compliance, data breach and response solutions. 
  • In his experience as VP of Business Development with A-LIGN, Greg consulted, guided and educated dozens of clients in cyber compliance guidelines and certifications for standards such as:
    • PCI
    • ISO 27001
    • SOC 1 and SOC 2
    • GDPR
    • FISMA
    • FedRAMP
    • HIPAA
    • NIST
  • Greg is adept at scoping and providing solutions for web application, infrastructure penetration testing (both internal and external) as well as managed detection and response, incident response and digital forensic investigations.
  • When Greg is not providing cyber solutions for his clients, he can be found playing with his grandchildren and rehearsing or performing with the world-renowned Tabernacle Choir on Temple Square.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Ratings and Review

4.5

Excellent

Very Good

Average

Poor

Terrible

KS

Kumud Sinha, CPA (US)

Great presentation.

GH

Gregory Howell, CPA (US)

Good presentation.

Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

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  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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