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Identitytheftcyber intraprise

IDENTITY THEFT AND CYBERSECURITY: YOUR RESPONSIBILITIES TO PROTECT CLIENT DATA

Cost $28.13
Presentation Length 1.5 hours

Recorded DateOctober 2, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Cybersecurity
Course Description

The growing risk of tax identity theft and increase in hackers targeting firms offering tax services makes it even more important for tax practitioners to revisit their cybersecurity/information security policies and procedures. Attend this non-technical seminar to obtain an understanding of the IRS’s expectations of you in safeguarding your clients’ data (Pub 4557) and practical tips to reduce your risk of a data breach.

Learning Objectives: 


  • Understand how tax practitioners are at risk for a data breach

  • Understand key requirements from IRS Publication 4557: Safeguarding Taxpayer Data

  • Learning practical tips to protect client and firm data.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Donny Shimamoto

IntrapriseTechKnowlogies LLC
Managing Director
[email protected]
(866) 737-9991 x7200

Intraprisetechknowlogies

Donny is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm specializing in organizational development and innovation management for small businesses, middle-market organizations, and nonprofits.

Donny is a recognized thought leader and educator in the Accounting Technology, IT Risk Management, and Performance Management fields; his dedication to helping accountants and organizations leverage strategic technologies while proactively managing their business and technical risk is paramount.
Donny also serves as an outsourced IT and Innovation "Partner" and advisor for local and regional accounting firms and internal audit departments that lack in-house IT leadership and IT audit expertise. He helps with IT risk assessments and IT advisory services, developing firms' innovation strategy, streamlining internal firm operations, and increasing staff proficiency with IT tools supporting client engagements and service delivery.

Donny is a past chairman of the AICPA's Information Management and Technology Assurance Executive Committee and a former member of its Governing Council, Assurance Services Executive Committee, and numerous other AICPA committees and task forces. Donny was recognized as one of the Top Thought Leaders in Public Accounting by CPA Practice Advisor from 2012 to 2018, Top 100 Most Influential People in Accounting (2013 & 2014 & 2017) by Accounting Today. He received the 2009-2010 President's Award from the Hawaii Society of CPAs, and was also named to CPA Technology Advisor's 40 Under 40 list in 2007 & 2009 & 2014, and was a Hawaii Top High Tech Leader in 2004.
 

Dtmooreco

Founder of D.T. Moore and Company, LLC Daniel is a Salem area CPA. Daniel received his Bachelor of Business Administration- Accounting Degree, Cum Laude, from Kent State University and his Master of Public Administration from Gannon University, Erie, PA.

Daniel has served on many boards including the Internal Revenue Service Advisory Counsel (IRSAC), the Wage and Investment subgroup of IRSAC. He was appointed to serve as a member the AICPA Individual Income Tax Technical Resource Panel. He has also served on the IRS executive steering committee for the 1040 modernized efile platform implementation.

Daniel conducts continuing education seminars for other accountants on topics ranging from advising clients on social security benefits, planning for college costs, working with tax exempt organizations, as well as individual and business tax preparations. He has taught income taxation as an adjunct professor at Youngstown State University. He has also spoken on behalf of the Ohio Society of CPAS on the topic of the Ohio Budget Task Force. In addition, he has served as a panelist on the Internal Revenue Service webcast series, "Tax Talk Today."

Daniel’s ever growing practice concentrates on accounting, tax planning and preparation, payroll services, and compliance for individuals and small businesses. He enjoys working with start-up companies from concept through development to growth.

About Our Sponsor

Abacusnext2
As the largest Technology-as-a-Service (TaaS) provider for the professional services sector, AbacusNext helps legal and accounting professionals achieve ultimate success and peace of mind through the delivery of a complete suite of compliance-ready technology solutions designed to support a secure and cloud-enabled practice at a cost they can afford. Our portfolio of turnkey solutions include hardware, software and infrastructure on a pay as you go model; Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop as a Service (DaaS) and Managed IT. To sign up or learn more visit AbacusNext.com.