Data Security for the Tax Professional

1 Credits: Information Technology


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Data Security for the Tax Professional

Course Level
CPE Credits

1 Credits: Information Technology

Course Description

In an era where cybercrimes are escalating rapidly, protecting sensitive taxpayer data against online criminals has become a paramount concern for tax, accounting, and finance professionals. The threat of data breaches and identity theft looms large, making it crucial to stay abreast of the latest cybersecurity measures. This onlien webinar CPE course, led by Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, is tailored to equip you with the knowledge and skills needed to safeguard taxpayer data effectively. It offers in-depth guidance on IRS Publication 4557 requirements, strategies to protect your clients and yourself, insights from the IRS Security Summit, and the use of IRS Identity Protection PINs. By integrating these practices, you will enhance your ability to defend against the ever-present threat of cybercrimes, ensuring the security and integrity of your clients’ sensitive information.

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Learning Objectives

Upon completing this course, participants will understand:

  • Safeguarding Taxpayer Data- IRS Publication 4557
  • Protect Your Clients- Protect Yourself
  • IRS Security Summit
  • IRS Identity Protection PIN
  • Identity Theft Affidavit
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Course Specifics

Course ID
Revision Date
June 10, 2022


Advanced Preparation


Compliance Information

NASBA Provider Number: 103220

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

Larry Pon

Larry Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.