A WISP Away
2.00 Credits
Member Price $79
Non-Member Price $99
Overview
Each year, the IRS issues an updated edition of its Written Information Security Plan (WISP) template to better assist CPAs, tax preparers and small practitioners with drafting an effective WISP. Develop a customized WISP to fit your business needs and identify the latest resources available to assist. Time will be spent on the requirement for a security plan as well as its implementation.
Highlights
- Who gets breached?
- The Gramm-Leach-Bliley Act and FTC Safeguards Rule
- What is a Written Information Security Plan (WISP) and policy contents
- Securing digital assets
- What to do with a breach and information security policy
Prerequisites
None
Designed For
CPAs, EAs, and other tax professionals with PTIN or data security obligations
Objectives
- Identify the key components and regulatory requirements of a Written Information Security Plan (WISP)
- Develop a customized WISP and outline practical steps for implementing and maintaining data security policies to protect client information and respond to breaches
Preparation
None
Leader(s):
Leader Bios
Brad Messner, Unidentified Accounting Firm
Brad Messner, is a third-generation owner of M & J Tax Service located just outside of Pittsburgh. He is the firm’s first enrolled agent and has 25 years of experience specializing in farm, rental and corporate tax preparation as well as an in-depth understanding of data security, due diligence and entity selection. Brad is a nationally sought-after speaker on blockchain, tax topics, ethics and cybersecurity, finding a balance between operational efficiencies and ensuring information integrity. His extensive work in data breach mitigation and recovery has awarded him the label as an industry expert in the security of accounting finance systems.
Non-Member Price $99
Member Price $79