Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal foundation of WISP under the Gramm-Leach-Bliley Act, and how compliances is enforsed through IRS Circular 230, AICPA Statments of Standards, The American Bar Associations and the Federal Trade Commission (FTC). This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Learning Objectives
After attending this presentation, you will be able to:
- Apply common ratio analysis to financial statements
- Consider qualitative analysis outside of the basic financial statements
- Understand how nuances within and between industries can affect the analysis
Major Topics
The major topics that will be covered in this course include:
- The steps necessary to effectively transform a tax or accounting practice into an advisory service.
- What it means to be a CFO/advisor to small-to-medium sizes businesses.
- What qualifications are necessary to offer an advisory service.
- How to find and convert leads and how to price and package services, including combining advisory services with the firm’s current offerings.
