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 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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