January 26, 2024


2 Total CPE Credits


Webinar (CA): K2's Safeguarding Taxpayer Data—A Guide For Your Required Security Plan

  • Instructor

    Thomas Stephens, Jr

Learning Objectives

• List examples of basic security steps and how to take them
• Identify the signs of data theft and how to report data theft
• List examples of how to respond and recover from a data loss
• Identify examples of specific compliance issues found in the FTC Safeguards Rule

Major Topics

• Understand the need to protect client data
• Learn about the required security and privacy standards
• Leave with a sample plan to consider your tax practice

CPE Credits Available

Total CPE
Information Technology

Things to Know About This Course

Course Level

  • Intermediate


Fundamental knowledge of tax return preparation processes and cybersecurity issues and risks

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Public practitioners who desire to learn more about specific security requirements imposed on firms and how to comply with them


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 89 89
  • COCPA Non-Member

    $ 119 119
    Your Price

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