CYBERSECURITY ESSENTIALS FOR TAX PREPARER

4.7 (12)

Dr. Robert Minniti

Minniti CPA LLC

  • CPA
  • EA
  • CFE
  • AFSP
  • QIAL

Before starting this self study program, please go through the instructional document.

Overview

  • An Issue for Tax Professionals2 mins
  • Cybersecurity Terminology13 mins
  • Backdoors30 mins
  • Cybersecurity Risks43 mins
  • Learning About vishing53 mins
  • Cybersecurity Risk Management70 mins
  • Basic Internal Controls81 mins

Course Description

The IRS has recently updated its guidelines for data and cyber security placing new responsibility for the security of taxpayer’s personal information on tax preparers. This course is designed for tax professionals who collect and store client’s personal information, who would like to obtain an understanding of data and cyber-security. You have probably heard of some of the more common types of cyber crimes such as ransomware, spyware, computer viruses, phishing, vishing, spoofing, data breaches, denial of service attacks, hacking, etc.

This course is designed to familiarize tax professionals who are not information technology (IT) experts on data breach and cyber-security risks and internal controls. We will review the IRS recommendations for securing taxpayer information. We will cover the material in a plain language, nontechnical manner. We will cover what you need to know, but not how to write the computer programs or code.

Major Topics Covered

  • Basic understanding of cyber-security
  • Familiarize tax professionals who are not information technology (IT) experts on cyber-security risks and internal controls
  • IRS recommendations for securing taxpayer information
  • What you need to know, but not how to write the computer programs or code

This course would be appropriate for CPAs, CFEs, CMA, CIAs, CFFs, MAFF, CGMAs, CFOs, CEOs, EAs, and others who prepare taxes or obtain and manage taxpayer information.

Learning Objectives

  • To identify how criminals commit acts of cyber fraud
  • To identify cybersecurity internal controls that will protect your company from cyber criminals
  • To identify the IRS cybersecurity recommendations for tax professionals

Who Should Attend?

  • Tax Attorney
  • Tax Practitioners
  • Accountant
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • Accounting Firm
  • Tax Pros
  • CPA (Industry)
  • Tax Firm
  • Young CPA
  • CPA in Business
  • Entrepreneurial CPA
  • Tax Accountant (Industry)
  • Tax Director (Industry)
  • Tax Managers
  • Tax Preparer
  • Staff of Accounting Firm

Testimonial

4.7

(12)
75%
17%
8%
0%
0%

SS

Excellent and useful information presented.

KN

very informative

WD

good speaker