The growing risk of tax identity theft and increase in hackers targeting firms offering tax services makes it even more important for tax practitioners to revisit their cybersecurity/information security policies and procedures. Attend this non-technical seminar to obtain an understanding of the IRS’s expectations of you in safeguarding your clients’ data (Pub 4557) and practical tips to reduce your risk of a data breach.
Learning Objectives:
Phyllis Kubey (Phyllis Jo Kubey, EA CFP ATA ATP)
"This was an exceptional presentation and should be required for anyone handling sensitive client tax data. The presenters were terrific and were able to answer questions in the chat as the presentation progressed. Security compliance in our age of identity and data theft can be overwhelming. This webinar made it seem more possible and more manageable - offering clear and step-by-step guidance."Monique Nicole Desir, EA (M N Tax Resolution Svcs)
"I did enjoy the great webinar. The content was very informative and exceptionally helpful. Thanks so much to both presenters, Daniel and Donny, for sharing their knowledge and time with us."David Carroll (Virtu Investments)
"I took the class because I needed the CPE hours, but I am glad I took the class. Very important subject that we can't ignore and the instructors did a great job identifying the issues."Thomas Holbrook (Affordable Tax and Insurance)
"I appreciate the fact that the ones running this presentation gave responses and shared them with everyone so they could learn something new."CHRISTOPHER WEBSTER (Chris P Webster CPA)
"Both presenters provided a comprehensive analysis showing how Identity Theft & Cybersecurity can effect your business."Sandra Adams (Sandy Adams CPA, LLC)
"this was invaluable. Should be required for all CPAs, tax professionals, anyone entrusted with others' SS numbers."elizabeth batton (Dab Hand)
"This was very interesting and engaging. I liked the real examples and suggestions of what should be done."Douglas Washburn (Dougs Tax Service)
"VERY INFORMATIVE AND EYE OPENING for what we small business people need ot do to protect ourselves."
IntrapriseTechKnowlogies LLC
Managing Director
donny@intraprise.us
(866) 737-9991 x7200
Donny is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm specializing in organizational development and innovation management for small businesses, middle-market organizations, and nonprofits.
Donny is a recognized thought leader and educator in the Accounting Technology, IT Risk Management, and Performance Management fields; his dedication to helping accountants and organizations leverage strategic technologies while proactively managing their business and technical risk is paramount.
Donny also serves as an outsourced IT and Innovation "Partner" and advisor for local and regional accounting firms and internal audit departments that lack in-house IT leadership and IT audit expertise. He helps with IT risk assessments and IT advisory services, developing firms' innovation strategy, streamlining internal firm operations, and increasing staff proficiency with IT tools supporting client engagements and service delivery.
Donny is a past chairman of the AICPA's Information Management and Technology Assurance Executive Committee and a former member of its Governing Council, Assurance Services Executive Committee, and numerous other AICPA committees and task forces. Donny was recognized as one of the Top Thought Leaders in Public Accounting by CPA Practice Advisor from 2012 to 2018, Top 100 Most Influential People in Accounting (2013 & 2014 & 2017) by Accounting Today. He received the 2009-2010 President's Award from the Hawaii Society of CPAs, and was also named to CPA Technology Advisor's 40 Under 40 list in 2007 & 2009 & 2014, and was a Hawaii Top High Tech Leader in 2004.
D.T. Moore & Company, LLC
Sole Practitioner
dan@dtmooreandcompany.com
(330) 332-5336
Founder of D.T. Moore and Company, LLC Daniel is a Salem area CPA. Daniel received his Bachelor of Business Administration- Accounting Degree, Cum Laude, from Kent State University and his Master of Public Administration from Gannon University, Erie, PA.
Daniel has served on many boards including the Internal Revenue Service Advisory Counsel (IRSAC), the Wage and Investment subgroup of IRSAC. He was appointed to serve as a member the AICPA Individual Income Tax Technical Resource Panel. He has also served on the IRS executive steering committee for the 1040 modernized efile platform implementation.
Daniel conducts continuing education seminars for other accountants on topics ranging from advising clients on social security benefits, planning for college costs, working with tax exempt organizations, as well as individual and business tax preparations. He has taught income taxation as an adjunct professor at Youngstown State University. He has also spoken on behalf of the Ohio Society of CPAS on the topic of the Ohio Budget Task Force. In addition, he has served as a panelist on the Internal Revenue Service webcast series, "Tax Talk Today."
Daniel’s ever growing practice concentrates on accounting, tax planning and preparation, payroll services, and compliance for individuals and small businesses. He enjoys working with start-up companies from concept through development to growth.