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2022 Data Security Plan Update: WISP Changes

December 8, 2022 at 1:00 pm - 2:00 pm

Date: Thursday, December 8 1:00 – 2:00 PM EST
Speaker: Allen J. Reynolds, EA
Price: Free for NAEA Members | $50 nonmembers

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Under the FTC Safeguards Rule, financial institutions must protect the consumer information they collect. The Gramm-Leach-Biley (GLB) Act of 1999 requires companies defined under the law as “financial institutions” to ensure the security and confidentiality of this type of information. The “financial institutions” definition includes professional tax preparers.

When completing the annual renewal of a tax professionals PTIN, part of the process is a separate page called “Understand your data security responsibilities”. This section states the following:

Paid tax return preparers must have a data security plan and system security protections for all taxpayer information. You must check a box confirming that you aware of this responsibility before finalizing the PTIN renewal process.
Join us on this fast paced but Vital webinar explaining what resources are available and to assist you in developing and or reviewing your Data Security Plan.

Learning Objectives:

  • Explore the Data Security Plan requirements
  • Examine IRS publication 4557
  • Investigate the newly provided IRS Written Information Security Plan (WISP)
  • Furnish examples of such plans


December 8, 2022
1:00 pm - 2:00 pm
Event Category:


National Association of Enrolled Agents