About This Series
The "CyberSecurity, FTC Safeguards, and Your WISP for the 2024 Tax Season" webinar series is a comprehensive program designed specifically for tax and accounting professionals. This series addresses the critical need for enhanced cybersecurity measures and compliance with FTC Safeguards in the increasingly digital and data-driven tax industry.
Key Features:
In-Depth Exploration of Cybersecurity Trends: The series begins with an overview of the latest cybersecurity threats and trends, specifically focusing on those impacting the tax and accounting sector. Participants will gain an understanding of the digital risks they face during tax season.
FTC Safeguards Rule Compliance: A critical component of this series is dedicated to the Federal Trade Commission (FTC) Safeguards Rule. This segment provides detailed guidance on how to comply with these regulations, ensuring that your practice adheres to legal requirements while protecting client data.
Developing and Implementing a WISP: A significant portion of the series focuses on the development and implementation of a Written Information Security Program (WISP). Attendees will learn how to create a robust WISP that not only complies with regulatory standards but also addresses the unique needs of their practice.
Hands-On Workshops and Case Studies: Participants will engage in interactive workshops and analyze real-world case studies. These sessions are designed to provide practical advice to make sure your firm is setup for a compliant 2024 tax season.
Continuing Professional Education (CPE) Credits: Eligible attendees will have the opportunity to earn NASBA CPE (or IRS CE) credits, furthering their professional development and staying current with industry standards.
Target Audience:
Tax Professionals
Accountants
Attorneys
Financial Advisors
This webinar series is an invaluable resource for professionals looking to enhance their cybersecurity knowledge, comply with FTC regulations, and safeguard their practices and client data in the 2024 tax season.
Participants earn 6 CE/CPE credits
Additional Information:
IRS Program Number: RUSSH-T-00079-23-O
Field of Study: Federal Tax Law Topics / Information Technology
Prerequisites: Basic knowledge of federal payroll taxation in the United States.
Who Should Attend: CPAs, Enrolled Agents, Tax Preparers, Tax Attorneys
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
Refunds and Cancellations: No refunds will be granted once the course has begun. For more information regarding a refund, complaint, and/or program cancellation policies please email us at ita@knoxtaxprep.com.
Knox Taxes dba IncomeTaxAcademy.com will be providing the CE/CPE for this webinar.
Knox Taxes dba IncomeTaxAcademy.com is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Key Features:
In-Depth Exploration of Cybersecurity Trends: The series begins with an overview of the latest cybersecurity threats and trends, specifically focusing on those impacting the tax and accounting sector. Participants will gain an understanding of the digital risks they face during tax season.
FTC Safeguards Rule Compliance: A critical component of this series is dedicated to the Federal Trade Commission (FTC) Safeguards Rule. This segment provides detailed guidance on how to comply with these regulations, ensuring that your practice adheres to legal requirements while protecting client data.
Developing and Implementing a WISP: A significant portion of the series focuses on the development and implementation of a Written Information Security Program (WISP). Attendees will learn how to create a robust WISP that not only complies with regulatory standards but also addresses the unique needs of their practice.
Hands-On Workshops and Case Studies: Participants will engage in interactive workshops and analyze real-world case studies. These sessions are designed to provide practical advice to make sure your firm is setup for a compliant 2024 tax season.
Continuing Professional Education (CPE) Credits: Eligible attendees will have the opportunity to earn NASBA CPE (or IRS CE) credits, furthering their professional development and staying current with industry standards.
Target Audience:
Tax Professionals
Accountants
Attorneys
Financial Advisors
This webinar series is an invaluable resource for professionals looking to enhance their cybersecurity knowledge, comply with FTC regulations, and safeguard their practices and client data in the 2024 tax season.
Participants earn 6 CE/CPE credits
Additional Information:
IRS Program Number: RUSSH-T-00079-23-O
Field of Study: Federal Tax Law Topics / Information Technology
Prerequisites: Basic knowledge of federal payroll taxation in the United States.
Who Should Attend: CPAs, Enrolled Agents, Tax Preparers, Tax Attorneys
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
Refunds and Cancellations: No refunds will be granted once the course has begun. For more information regarding a refund, complaint, and/or program cancellation policies please email us at ita@knoxtaxprep.com.
Knox Taxes dba IncomeTaxAcademy.com will be providing the CE/CPE for this webinar.
Knox Taxes dba IncomeTaxAcademy.com is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Meet The Presenters
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Knox WimberlyKnox is an Enrolled Agent. He earned the privilege of representing taxpayers before the Internal Revenue Service passing a three-part comprehensive IRS test covering individual and business tax returns. Enrolled agent status is the highest credential the IRS awards.
Knox is considered one of America's Tax Experts having taught practitioners all over the country.
Knox’s areas of expertise include the taxation of clergy, cryptocurrency, cannabis, foreign earned income, estates (especially on the 1041 fiduciary return), S corporations, and trusts. His practice also includes tax resolution and he is a Fellow of the National Tax Practice Institute.
In addition to his own practice, Knox most recently served as the Chief Tax Officer for Happy Tax (a national tax franchisor). He also served as the Tax Director for cryptotaxprep.com, cryptotaxacademy.com, and cannabistaxacademy.com.
Knox currently serves as the CEO of SmartWeb Corp, a cybersecurity firm that focuses on the accounting and tax industry.
https://www.linkedin.com/in/lorris-knox-wimberly/
Sessions in this Series
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CyberSecurity for Tax Professionals -- Nov 2023 edition$199.00 -
FTC Safeguard Rule -- How do we comply? Nov 2023 edition$199.00 -
Updating (or Creating) your WISP for the 2024 Tax Season$199.00
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