Speaker: Andrew Lassise and Alison Ball

CE: 0 IRS/CTEC CE

Cost: $0/$50

On-demand: can be purchased separately after event

As of June 9, 2023, the “penalty phase” began, as the FTC began cracking down on Tax Preparers. A solid first step to comply is to create a Written Information Security Plan (WISP) and from there, there are just a few more things you need to do to be fully compliant. Putting it off may mean you get caught without a WISP in place. This Q&A session promises to be lively and full of real application, all while answering your questions about completing your WISP!