Webcast
Build a Custom WISP in 2 Hours
Learn what a compliant Written Information Security Plan requires—and how to build one for your own tax or accounting practice. This practical course covers the Safeguards Rule from risk assessment through implementation and provides a customizable WISP template to help you get started.
$98.00
Webcasts are available for viewing Monday – Friday, 8am – 8pm ET,
and Saturday & Sunday, 10am – 6pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Secure Transaction CPE Credits
2 Credits: Information Technology
Course Level
Basic
Format
Webcast
Course Description
Tax and accounting professionals who handle client information are subject to federal data-security requirements—and a Written Information Security Plan (WISP) is a central part of that responsibility. Build a Custom WISP in Two Hours explains the requirements of the Gramm-Leach-Bliley Act and FTC Safeguards Rule, including risk assessments, physical and technical safeguards, multi-factor authentication, service-provider oversight, incident response, and ongoing monitoring.
More importantly, this course is designed to help you put those requirements into practice. You’ll learn how to assign responsibilities, train staff, review and update your plan, and roll it out within your firm. A customizable WISP template provides separate options for sole practitioners and firms with multiple employees, helping you turn regulatory requirements into a security program tailored to your practice.
Learning Objectives
Upon completion of this course, participants will be able to:
- Identify tax and accounting professionals required to maintain a Written Information Security Plan under applicable federal requirements.
- Describe the required components of a WISP, including risk assessments, safeguards, service-provider oversight, and incident-response procedures.
- Explain procedures for monitoring, testing, reviewing, and updating a WISP.
- Determine the responsibilities of firm owners, data security coordinators, employees, and other personnel participating in information-security activities.
- Develop an implementation plan for introducing and maintaining a customized WISP within a tax or accounting practice.
Course Specifics
WC1226486198
August 20, 2026
None
None
Compliance Information
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts
Mark Seid, EA, CPA has over 25 years of experience in field of taxation focused on tax controversy. A National Tax Practice Institute graduate, Mark is admitted to practice before the U.S. Tax Court. He has served as an Internal Revenue Agent with the IRS in San Jose and San Luis Obispo, California, a state director for the California Society of Enrolled Agents, and the chair for the society’s Finance and Budget committee. He regularly presents courses to tax professionals on issues affecting small businesses.
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