ACPEN: A WISP Away

Overview

Each year, the IRS issues an updated edition of its Written Information Security Plan (WISP) template to better assist CPAs, tax preparers and small practitioners with drafting an effective WISP. Develop a customized WISP to fit your business needs and identify the latest resources available to assist. Time will be spent on the requirement for a security plan as well as its implementation.

Highlights

• Who gets breached?
• The Gramm-Leach-Bliley Act and FTC Safeguards Rule
• What is a Written Information Security Plan (WISP) and policy contents
• Securing digital assets
• What to do with a breach and information security policy

Prerequisites

None

Designed For

CPAs, EAs, and other tax professionals with PTIN or data security obligations

Objectives

• Identify the key components and regulatory requirements of a Written Information Security Plan (WISP)
• Develop a customized WISP and outline practical steps for implementing and maintaining data security policies to protect client information and respond to breaches

Preparation

None