S04-Enhancing the Tax Professional Experience: Data Breaches and the Aftermath
**Repeat Session**: this exact same session will also be taught as S17 on Thursday, June 27, from 10:10 am - 11:50 am
Wednesday, June 26 | 10:10 am - 11:50 am
2 hours Federal Tax Law (EA, CRTP, OTRP)
2 hours Taxes/Tax Planning (CPA, CFP)
1.75 hours Taxation Law (Attorney – CA Bar MCLE)
2 hours (CSEA/NAEA)
Speakers: Terri Malone, Christella Sanchez, Marc Zine, IRS Stakeholder Liaisons and Adam Johnson, IRS Criminal Investigation.
Description: Working with tax professionals is key for the IRS in facing and overcoming tax administrative challenges and improving IRS policies, practices and procedures. During this discussion, you’ll learn about IRS’ Communications and Liaison office, who we are, what we do and why it matters to you, your practice and your clients. Attend this session to discover the resources and tools you need to enhance your engagement efforts. What would you do if cyber-thieves stole your clients' data? In this session you will also find out how Stakeholder Liaison can you help you deal with the aftermath of a data breach.
1. Identify IRS resources for tax professionals
2. Determine how your IRS Stakeholder Liaison can answer questions, provide resources and resolve issues
3. Recognize and react to data breaches
4. Compare IRS identity verification letters
5. Review data protection strategies
Learning Level: All Learning Levels
Advanced Preparation: None