0       0

ENGAGE 2020


TAX2015 - Protecting High Profile Clients in the Digital Age (Identity Theft/Scams)


Jun 10, 2020 4:35pm ‐ Jun 10, 2020 5:50pm

Description

The session will discuss cybersecurity for financial professionals and their clients as well as discuss the threat of scams and identity theft to financial professionals and their clients.  We will also discuss how to protect yourself and your clients from these dangers.

Learning Objectives:
  • Understand the landscape of federal and state cybersecurity laws that CPAs, attorneys and financial professionals should be abiding by to better protect their clients' data and reduce their own risk exposure.
  • Identify popular scams that are targeting your clients and you and understand why and how you and your clients are susceptible to them.
  • Learn how to educate your clients about the steps they should be taking to protect themselves from identity thieves, hackers and scams.

Speaker(s):

  • Steve Weisman, Attorney, Professor, Professor, Bentley University
Tags: TAX
Category: Concurrent Session (Onsite and Online)

You must be logged in and own this session in order to post comments.

Print Certificate
Review Answers
Print Transcript
Completed on: token-completed_on
Review Answers
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
rendered in: 
* - Indicates answer is required.
token-content

token-speaker-name
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content
token-index
token-content