Cybersecurity for the Small Tax Firm?
Overview
The growing risk of tax identity theft and increase in hackers targeting firms offering taX services makes it even more important for taX practitioners to revisit their cybersecurity/information security policies and procedures. Attend this non-technical seminar to obtain an understanding of the IRS’s eXpectations of you in safeguarding your clients’ data (Pub 4557) and practical tips to reduce your risk of a data breach.
Prerequisites
None
Designed For
Firm leaders, Managing Partners, Owners, TaX Practitioners
Objectives
Understand the implications of IRS’s latest guidance on digital assets
Leader(s):
Leader Bios
Donny Shimamoto, Intraprise TechKnowlegies LLC
Donny is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm focused on innovation acceleration and organizational development for small businesses, middle market organizations, and nonprofits. Donny is a recognized thought leader and educator in the fields of accounting technology, IT risk management, and performance management. His dedication to helping accountants and organizations strategically leverage technology while proactively managing their business and technical risk is paramount. Donny also serves as an business transformation advisor and outsourced “IT partner” for local & regional firms, finance departments, and internal audit departments who lack in-house IT executive leadership and IT audit expertise; He helps with risk assessments, IT-related advisory services, development of innovation strategies, streamlining of internal firm/department operations, and increasing staff proficiency with IT tools supporting internal operations and accounting/audit services delivery. Donny was recognized as one of the Top Thought Leaders in Public Accounting by CPA Practice Advisor from 2012 to 2020, Top 100 Most Influential People in Accounting (2013/2014/2017-2020) by Accounting Today, received the 2009-2010 President’s Award from the Hawaii Society of CPAs, was named to CPA Technology Advisor’s 40 Under 40 list in 2007 & 2009 & 2014, and was also a Hawaii Top High Tech Leader in 2004.
Non-Member Price $70.00
Member Price $50.00