Event Details

Registration Link: https://zoom.us/meeting/register/tJYqdOqrqj8uH9K0JPDY0n8j0cWZUS_5En78

Date: 7/8/2021

Time: 1:00pm EST /10am PST

Topic: How to protect your customers' information (Q&A Session)

Description: According to the IRS and its publication IRS 4557, it is a law that all tax professionals create and maintain a Written Information Data Security plan to protect their clients' information.

At the end of this session;

1.      Familiarize yourself with this law.

2.      Understand what is expected of the data security plan.

3.      Have access to professionals who can help you develop your plan.

4.      Learn what could happen if you don't have a comprehensive data security plan.

Speaker: Robison De Jesús (Efficient Advice, LLC)

Contact Email: rdejesus@efficientadvice.com

Moderator: Vicente Hernandez (Latino Tax Pro)

Efficient   Advice, LLC is authorized by the IRS to offer continuing education credits. We can train you on specific topics according to Circular No. 230, §10.9 (a).

Efficient Advice, LLC, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors State boards of accountancy have final authority on the acceptance of individual courses of CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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