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Tech Without Tears: Managed IT Solutions Built for Tax Season Chaos (1 CE)
Speaker(s): Jatin Narang, CEO
CE: 1 IRS CE
Tax professionals are legally required to safeguard taxpayer data under IRS Publication 4557 and the Federal Trade Commission’s Safeguards Rule. This session provides a practical roadmap for ensuring your firm’s IT systems, policies, and vendors meet IRS and insurance security requirements before tax season begins. Learn how to implement the IRS “Security Six,” prepare an incident response plan, and ensure your technology infrastructure supports federal data protection standards. The session will also review the risks of noncompliance and provide examples of how lapses can trigger IRS penalties or identity theft investigations.
After completing this course, participants will be able to –
- Identify and apply the IRS Security Six requirements outlined in Publication 4557.
- Understand data protection obligations under IRS and FTC regulations and how they apply to tax preparers.
- Evaluate how firm IT policies, vendor relationships, and system configurations affect federal compliance and data security.
- Develop an incident response and backup plan that meets IRS and insurer expectations.
- Implement a 30-day compliance checklist to ensure readiness for the upcoming tax season.
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