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January IRS Practitioner Seminar, January 17-28, 2024

Overview: Hosted by IRS and CSEA SoCal Chapters, this unique online event will be held January 17-18, 2024. It brings the latest information about IRS policies and procedures that impact you and your clients. You don’t want to miss this opportunity to learn everything you need to be a tax hero and increase your value to your clients. NAEA Members save $40 on the nonmember rate using promo code NAEA-SAVE  

Cybersecurity Compliance Made Easy: WISP, FTC Safeguards Rule & IRS 4557 Compliance – Sponsored by Practice Protect

CE: 1 IRS & 1 CTEC credit Speaker: Jon Melloy For financial professionals cybersecurity isn’t optional, according to IRS 4557 protecting taxpayer data is the law. IRS 4557 and the FTC Safeguards Rule require tax professionals to put in place safeguards to protect their client data and develop a Written Information Security Plan (WISP) which documents their approach. But in this ever-evolving landscape of navigating a starting point can be Read More >