Protecting Your Client and Your Firm from Tax Return Identity Theft (4 hours - morning)

Add to Calendar

Cancelled - Jun 19, 2018

Registration: 7:30 AM / Program: 8:00 AM - 11:45 AM


Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None


Identity theft has become a serious issue with clients and practitioners alike. Sixty-three percent of CPAs who answered the 2015 tax software survey conducted by The Tax Adviser and Journal of Accountancy said at least one of their clients was a victim of tax identity theft in the 2015 filing season. This course provides examples of the ramifications of data loss and how it impacted the practitioner and the client. This course covers best practices for your firm to protect firm and client data. In the event that a breach does occur, learn the steps to take to remedy the situation and prevent the problem from happening again.

Designed For

Tax practitioners in public practice.


When you complete this course you will be able to: Recognize the dangers of data theft * Recognize the legal requirements of protecting taxpayer information * Identify best practices to protect taxpayer information * Identify steps to take if a breach does occur * Arm your practice with tips and tricks to become an ally to your clients.

Major Subjects

The impact on practitioners when a data breach has occurred * Steps to formulate a data breach response plan * Legal requirements of handling client data * Impact on professional liability insurance * Examples of the ramifications of data theft * Strategies and safeguards to mitigate risk * Explore better ways to protect data from cyberthreats.

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email