CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Regulatory Ethics - Data

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
1 Credits: Regulatory Ethics

Course Description

Data is the lifeblood of business.  As such, CPA’s must be vigilant in safeguarding this client data according to Federal and State regulatory requirements.  This courses covers key considerations CPA’s should be mindful of concerning client data including:

  • Requirements for maintaining confidential client information
  • Malpractice considerations regarding data
  • Client Record Retention requirements

Learning Objectives

Upon completing this course you will be able to:

  • Recall actions that CPAs should undertake to remain compliant with the AICPA Confidential Client Information Rule.
  • Recall key considerations that CPAs should make when developing record retention policies.
  • Identify key characteristics of a well-designed record retention system.

Course Specifics

Course ID
WC1421258214
Original Release Date
October 19, 2021
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-E-01886-21-O
IRS Ethics Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1650
CTEC Ethics Credits: 1

Course Instructor

Frank Castillo

Frank Castillo is a nationally acclaimed CPA, author & instructor. His body of published work includes over 300 video and text based courses addressing technical and personal challenges modern day accountants face.  Frank has traveled extensively across this great country providing tailored consulting services for professional athletes, performing artists, business mavericks, and dedicated licensed professionals.

Regulatory Ethics - Data

Expert Instructors
CPE CREDITS
1 Credits: Regulatory Ethics

$49.00


Webcasts are available for viewing Monday – Saturday, 8am – 10pm ET.

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
1 Credits: Regulatory Ethics

Course Description

Data is the lifeblood of business.  As such, CPA’s must be vigilant in safeguarding this client data according to Federal and State regulatory requirements.  This courses covers key considerations CPA’s should be mindful of concerning client data including:

  • Requirements for maintaining confidential client information
  • Malpractice considerations regarding data
  • Client Record Retention requirements

Learning Objectives

Upon completing this course you will be able to:

  • Recall actions that CPAs should undertake to remain compliant with the AICPA Confidential Client Information Rule.
  • Recall key considerations that CPAs should make when developing record retention policies.
  • Identify key characteristics of a well-designed record retention system.

Course Specifics

Course ID
WC1421258214
Original Release Date
October 19, 2021
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-E-01886-21-O
IRS Ethics Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1650
CTEC Ethics Credits: 1

Course Instructor

Frank Castillo

Frank Castillo is a nationally acclaimed CPA, author & instructor. His body of published work includes over 300 video and text based courses addressing technical and personal challenges modern day accountants face.  Frank has traveled extensively across this great country providing tailored consulting services for professional athletes, performing artists, business mavericks, and dedicated licensed professionals.

Regulatory Ethics - Data

Expert Instructors
CPE CREDITS
1 Credits: Regulatory Ethics

Webcasts are available for viewing Monday – Saturday, 8am – 10pm ET.

$49.00