February 22, 2023

Webinar

2 CPE

K2's Safeguarding Taxpayer Data – A Guide For Your Required Security Plan

February 22, 2023
Webinar
2 CPE

K2's Safeguarding Taxpayer Data – A Guide For Your Required Security Plan

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    Instructor

    Randy
    Johnston

    View Bio

    Randy Johnston, M.C.S., M.C.P.

    Bio
    Randolph P. (Randy) Johnston, MCS
    Shareholder, K2 Enterprises

    Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering and outsourced services.

    PUBLICATIONS:
    •Various Publications - 1978 - Present: CPA Technology Advisor monthly columnist, Journal of Accountancy, CRN, Accounting Technology, PCWeek, InfoWorld, Interface, State Society newsletters, frequent quotes in accounting and computer press
    •Mitchell Publishing - 1981: Basic Using Micros
    •Random House - 1982: Business Computing Systems
    •John Wiley & Sons Publishing - 2002: Technology Best Practices
    •K2 Enterprises - 2003-2012: Accounting Software Solutions

    EDUCATION:
    •A.A. in Computer Science, Math – Hutchinson Community College, 1975
    •B.S., summa cum laude, in C.S., Math, Science – Kansas State University,1977
    •Masters of Computer Science, 60+ post graduate hours – Wichita State University, 1981

    AWARDS:
    •Who’s Who in Business & Industry – 1990-2010; in Computing 1987-2010 - Acknowledged as a leading business professional and as a leading computing professional
    •Accounting Today – Listed as one of the 2004 - 2018 Top 100 Most Influential People
    •CPA Practice Advisor - Accounting Hall of Fame 2011; Top 25 Thought Leader 2011-2019
    •Accounting Technology – Listed as one of the top nine technology stars in the industry
    •AICPA Technology Conference – Past Chair and featured Speaker for the past 31 years


    PROFESSIONAL SERVICE:
    •K2 Enterprises (K2E.com) - Executive Vice President, Shareholder – Nation's leading technology CPE provider to CPA profession

Combatting today’s cybercriminals takes all of us working together. The Internal Revenue Service works with state tax agencies and the tax industry to fight these 21st-century identity thieves. Unfortunately, data thefts at tax professionals’ offices are on the rise. Online providers also must follow the six security and privacy standards in Publication 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns. In addition, you fall under the PTIN and 4557 considerations if you prepare tax returns. Learn how to fulfill your obligations by participating in this session.

 

Learning Objectives

  • List examples of basic security steps and how to take them
  • Identify the signs of data theft and how to report data theft
  • List examples of how to respond and recover from a data loss
  • Identify examples of specific compliance issues found in the FTC Safeguards Rule

Major Topics

  • Understand the need for protecting client data
  • Learn about the required security and privacy standards
  • Leave with a sample plan to consider your tax practice

CPE Credits Available

2 CPE
2
Information Technology

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Fundamental knowledge of tax return preparation processes and cybersecurity issues

Advanced Preparation

None

Intended Audience

Business professionals who are seeking to stay abreast of major technology developments

Provider

ACPEN

This event has ended.