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2021 AICPA & CIMA National Tax & Sophisticated Tax Conferences with Private Foundation Summit

NTA2109 - Protecting the Security of Tax Client Information

Nov 15, 2021 12:50pm ‐ Nov 15, 2021 2:05pm

Standard: $49.00


Session will discuss the importance of protecting your tax client's information, explain what 'Zero Trust' concepts mean when evaluating your firm's practices, and the value gained by regularly demonstrating them with your people and with your clients each year.

Learning Objectives:
  • Share best practices in protecting the privacy and confidentiality of client tax information.
  • Explain concepts of, and the implementation of a 'Zero Trust' professional practice culture.

​Speaker - Virtual(s):

  • Thomas Patterson, CPA (Inactive) CISA CGEIT CRISC, Managing Director, Security Assurance LLC
  • Adrian Tillman, Information Systems Security Officer for the Criminal Investigation (CI) Cybersecurity Team, IRS
Category: Concurrent Session Onsite and Online

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