MYCPE ONE

Update on IRS 7216, AICPA and FTC Requirements for Consent & Compliance, Due Diligence & IT and Data Security for Outsourcing

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Conference Overview

When it comes to outsourcing, CPA and accounting firms have to comply with IRS §7216, FTC safeguard Rules and adhere to the AICPA Code of Professional Conduct. Unfortunately, 90% of CPA and tax firms are doing it wrong! This virtual conference simplifies these complex requirements, focusing on practical strategies to manage disclosure, client consent, and compliance while building trust.

Here’s what we’ll cover:

  •   Latest updates and changes in regulations
  •     Disclosure & Consent Regulatory Requirements
  •     Due Diligence & Supervision Guidelines
  •     Data Security & IT Guidance
  •     AICPA Compliance for 1040 and Non-1040 Work
  •     IRS §7216 Consent: Paper and Electronic Guidelines
  •     FTC Safeguards Rule
  •     Practical Strategies to Secure Client Consent
  •     Expert perspectives from clients and insurance professionals

Get answers to questions like:

  • If my client neither declines nor sends the consent back, can that imply acceptance?
  • Do I need disclosure for bookkeeping or business taxes?
  • Do I need to disclose the name of a service provider in the engagement letter?
  • What shall be the duration of the consent?
  • And more...

Join us to gain actionable insights that will help you navigate compliance requirements effectively while maintaining strong client relationships. Don’t miss this opportunity to improve your approach to outsourcing and compliance.

Register For Free

Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 1 Regulatory Ethics

Sessions

Apr 22nd, 2026

Speakers:
Speaker Name
Amrit Singh

VP of Continuing Education
MYCPE ONE

  • 4.0
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Speaker Name
Chris Rivera

Director of Client Relations
MYCPE ONE

  • 4.2
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When it comes to outsourcing, CPA and accounting firms have to comply with IRS §7216, FTC safeguard Rules and adhere to the AICPA Code of Professional Conduct. Unfortunately, 90% of CPA and tax firms are doing it wrong! This virtual conference simplifies these complex requirements, focusing on practical strategies to manage disclosure, client consent, and compliance while building trust.

Here’s what we’ll cover:

  •   Latest updates and changes in regulations
  •     Disclosure & Consent Regulatory Requirements
  •     Due Diligence & Supervision Guidelines
  •     Data Security & IT Guidance
  •     AICPA Compliance for 1040 and Non-1040 Work
  •     IRS §7216 Consent: Paper and Electronic Guidelines
  •     FTC Safeguards Rule
  •     Practical Strategies to Secure Client Consent
  •     Expert perspectives from clients and insurance professionals

Get answers to questions like:

  • If my client neither declines nor sends the consent back, can that imply acceptance?
  • Do I need disclosure for bookkeeping or business taxes?
  • Do I need to disclose the name of a service provider in the engagement letter?
  • What shall be the duration of the consent?
  • And more...

Join us to gain actionable insights that will help you navigate compliance requirements effectively while maintaining strong client relationships. Don’t miss this opportunity to improve your approach to outsourcing and compliance.

Learning Objectives

  • Identify the key steps to notify and contract with third-party service providers while ensuring confidentiality.
  • Analyze essential rules for obtaining client consent, including written and electronic formats.
  • Explore strategies to build client confidence in offshoring through transparent communication.
  • Discover practical ways to embed consent into engagement letters effortlessly.
  • Discuss strategies for overcoming client resistance to outsourcing services.

Other Details

Subject Area

Auditing

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

Chris Rivera
Chris Rivera

Director of Client Relations
MYCPE ONE

Apr 22nd, 2026

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Amrit Singh
Amrit Singh

VP of Continuing Education
MYCPE ONE

Apr 22nd, 2026

View More

Reviews and Ratings

out of 5

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117 ratings

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BC

Benjamin Clark, EA
5 ratingratingratingratingrating

I found the session to be extremely valuable. The topics covered were relevant, and the insights shared will certainly improve our firm's processes.

JM

Jonathan Mallory, Partner
5 ratingratingratingratingrating

Well presented and informative. The updates on FTC safeguards were especially helpful for our internal policy review.

EP

Ethan Parker, Advisor
5 ratingratingratingratingrating

Well organized and easy to follow. I wish there had been more Q&A time, but the content delivered was strong and very relevant to our practice.

JDM

James D. Matthews, Tax Specialist & Advisory Lead
5 ratingratingratingratingrating

Good presentation overall. I especially liked the section on client consent and what actually constitutes proper disclosure. Helpful for small firms like ours.

BC

Brandon Carter, Senior Manager
5 ratingratingratingratingrating

This was an excellent webinar! The presentation was clear and well-organized. The Zoom format worked perfectly. I would definitely attend another class like this

SWH

Sarah W. Henderson, CPA
5 ratingratingratingratingrating

One of the clearest breakdowns of AICPA requirements I’ve attended. Loved the step-by-step guidance on supervision and due diligence for outsourced work.

NF

Natalie Foster, Tax & Compliance
5 ratingratingratingratingrating

Great session! The information provided was practical and directly applicable to the work we do. I feel much more confident in handling these issues moving forward.

OT

Olivia Thompson, Accounting Services
5 ratingratingratingratingrating

The content was clear and well-structured, making complex topics easy to understand. It was helpful for both beginners and experienced professionals.

GD

Grace Davidson, Compliance Manager
5 ratingratingratingratingrating

Good overview of 7216 and the newer FTC expectations. I appreciated the examples on consent language

TLR

Tessa L. Reed, Director of Client Services
5 ratingratingratingratingrating

Excellent session. Clear, concise, and full of real scenarios.

TD

Timothy Duerr, Owner
5 ratingratingratingratingrating

Course was excellant

CM

Carmen Mugnolo,
5 ratingratingratingratingrating

Professional

Frequently Asked Questions

Virtual conference with MYCPE ONE is enveloped around a theme or subject or driven towards a particular audience, and is designed to be more collaborative; with a tremendously interactive agenda, panel discussions, and gives an option to all participants being able to turn their web cameras on and participate more actively. Virtual conference offers multiple sessions over a longer time frame of more than 8 hours. Virtual conferences help build a community or initiate networking opportunities.

MYCPE ONE is seamlessly integrated with ZOOM for conducting continuing education events. Please ensure that you check the system requirements before the event starts. The system requirements are :

  • An internet connection – broadband wired or wireless (3G or 4G/LTE)
  • Speakers and a microphone (required in case of interactive sessions) – Built-in, USB plug-in, or wireless Bluetooth
  • A webcam or HD webcam - built-in, USB plug-in (required in case of interactive sessions)
  • CLICK HERE to view the System Requirements for Zoom.

There is an official break scheduled for this workshop/events. Other than the scheduled break, the in-session breaks shall be available at discretion of the speaker.

The MYCPE ONE virtual events are designed to impart education around a specific theme or subject from a basic to an advanced level, which is why we do not recommend you to leave the event in between. However, if you had to leave the event because of some unforeseen circumstances, you would be granted the credits for the sessions that you attended completely and wherein you answered all the polling questions.

The recording of the event can be made available to you, on request. You can reach out to us at support@my-cpe.com or can also let us know through live chat support if you need a recording for this event. However, the recording shall not be available for Continuing Education Credits.


During every conference the chat panel shall always be open. You can mention the issue faced by you in the chat panel and our moderator will take it up for resolution shortly. You can also reach out to our support team in the live chat support or at support@my-cpe.com