IRS Publication 4557, Safeguarding Taxpayer Data

Description:

Your tax files contain all the information an “evildoer” would need to steal your client’s identity and wreak havoc in the client’s life. IRS Publication 4557 explains that you are expected to preserve and protect the confidentiality and privacy of that data but does not tell you how to use available tools to organize data collection and preservation. In this program, cyber-security expert Chris Jenkins walks you through security risks, the systems you need, and the procedures necessary to protect your clients’ data.

Highlights:

• Basic technology security concepts
• Security software usage
• Detecting signs of a security breach
• FTC Safeguards Rule and Checklist
• Responding to a security breach

Objectives:

• Identify your digital footprint
• Understand, and know how to research, threats
• Evaluate your internal control over digital data
• Design controls to secure data
• Evaluate hardware and software
• Educate users and clients
• Use security software

Prerequisites:

Responsibility for collection, use, and retention of information provided by clients to enable preparation of federal income tax returns

Category:

IT