Cybersecurity for Tax Professionals - Part 4: Respond and Recover


You're a tax professional and you've just learned that your business experienced a data breach. Whether hackers took client information from your server, an insider stole client information, or the information was exposed inadvertently, you're probably wondering what to do next.

Join experts from the Internal Revenue Service, the Federal Trade Commission, and the National Association of Tax Professionals as they examine how to prepare for, respond to, and recover from a data breach. Discussion will cover response planning and communications; notification requirements and procedures; and developing a recovery plan to help your business get back on track.

This is the final webinar in a four-part series based on the National Institute of Standards and Technology's (NIST) Cyber Security Framework Core principles of Identify, Protect, Detect, Respond and Recover.

If you missed any webinar in the series, you can view it on-demand for FREE and collect one CPE for each part.


Upon completion of Part 4: Respond and Recover, you will understand:

  • Professional due diligence procedures for your data breach response
  • Immediate steps to stop data loss, preserve evidence, and prepare for forensic analysis
  • Best practices for managing a ransomware attack
  • When to contact your IRS Stakeholder Liaison
  • How state and federal law determine your legal notification requirements
  • Who to notify and how to notify them
  • Where to find free resources to help you build an effective breach response plan


    Presented by: Matthew Rogers, Special Agent Brian Thomas, Lisa Weintraub Schifferle and Larry Gray

​​​​​How to Earn CPE

​To receive full credit for a webinar, you must respond to at least 70% of the polling questions that are asked by the instructor during the webinar and you must be logged in for at least 90% of the presentation.

Please allow up to 7 days for us to verify attendance and issue certificates.

Cancellation Policy

Because this is an online education offering, it is nonrefundable.

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