Cybersecurity for Tax Professionals – Part 1: Identify


Tax professionals are prime targets for cybercriminals. Why? Your clients’ information – bank and investment account information, Social Security numbers, medical records, birth dates, and more – offers a virtual goldmine for identity thieves. And, as more and more sensitive client information is stored and transmitted online, that goldmine continues to grow in value. For the protection of your clients, your business, and yourself, data security is more critical now than ever. In this series of four webinars, experts from the IRS, the Federal Trade Commission, and NATP will help you to secure your office based on the National Institute of Standards and Technology’s (NIST) Cyber Security Framework principles of Identify, Protect, Detect, Respond, and Recover.

In Part 1: Identify, we will highlight data security vulnerabilities of particular relevance for tax professionals, as well as steps you can take to manage cybersecurity risks to your systems, assets, data and capabilities.  We will look at your legal obligations in the event your firm’s information security is compromised and we will introduce free resources from the IRS and Federal Trade Commission that can help you keep your firm’s data safe.


Upon completion of this course, you will be able to:

  • Understand the need to manage security risk to your systems, assets, data and capabilities.
  • Identify your assets and risks.
  • Understand business environment, governance and risk assessment for tax professionals.
  • Starting or evaluating your information security plan.


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

How to Earn CPE

To receive credit for this on-demand webinar, you must make at least one attempt to answer each of the review questions included with the webinar video. You also must successfully pass the course exam with a score of 70% or better.

The course and exam will expire one year from the date of purchase.

Cancellation Policy

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

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