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Managing Client Data: Security, Confidentiality and Privilege


Jun 7, 2010 3:15pm ‐ Jun 7, 2010 4:55pm



Credits: None available.

Description

Do you know your responsibilities and requirements for securely managing client data? Practitioners must adhere to FTC Red Flags Rules,
Gramm-Leach-Bliley's Safeguards Rules, Circular 230, IRS Revenue Code Sections 6713, 7216 and 7525, and a slew of state and whistle-blowing rules. But what do these rules actually require? We've teamed up a tax expert with a tech expert to provide you with an understanding of the technical requirements, both from a statutory or regulatory perspective and the information technology perspective. Ed will share the latest on how these rules impact the way CPAs service clients and discuss the AICPA's interpretations and available resources. Roman will cover the technical aspects of securing client information and transferring data to/from clients. Walk away with a practical understanding of how your firm should manage client data.

Speaker(s):

  • Ed Karl, CPA, CGMA, Vice President - Taxation, AICPA
  • Roman H. Kepczyk, CPA, CITP, CGMA, LSS BB, Director of Firm Technology Strategy, Right Networks

Credits

Credits: None available.

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