Written Information Security Plan - A Requirement for ALL Tax Practitioners (On-Demand Webinar)   Updated

All tax practitioners need a Written Information Security Plan (WISP) as it is required of all 'financial professionals' mandated by the Gramm-Leach-Bliley Act. A WISP needs to be in place to protect any personal data held by the 'financial professional'. A failure to maintain a WISP could subject the practitioner to the loss of e-filing privileges. In this brief on-demand webinar we will discuss what practitioners need to know about a WISP and how to create a plan to ensure compliance with this requirement.

Who should take this on-demand webinar: Everyone who prepares tax returns.

Instructor: Rick E Oelerich, LPA, EA