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Data Security for the Tax Professional FLEXCAST

Available Until

Your Desk

1.0 Credits

Member Price $49.00

Non-Member Price $56.00


In an era where cybercrimes are escalating rapidly, protecting sensitive taxpayer data against online criminals has become a paramount concern for tax, accounting, and finance professionals. The threat of data breaches and identity theft looms large, making it crucial to stay abreast of the latest cybersecurity measures. This course is tailored to equip you with the knowledge and skills needed to safeguard taxpayer data effectively. It offers in-depth guidance on IRS Publication 4557 requirements, strategies to protect your clients and yourself, insights from the IRS Security Summit, and the use of IRS Identity Protection PINs. By integrating these practices, you will enhance your ability to defend against the ever-present threat of cybercrimes, ensuring the security and integrity of your clients’ sensitive information.


PTIN renewal. Publication 4557. IRS Security Summit. Form 8821. Scam callers. IRS scams. Cyber Warning indicators. IRS dirty dozen.



Designed For

CPAs, auditors, accountants and financial professionals.


Safeguarding taxpayer data- IRS Publication 4557. Protect your clients- protect yourself. IRS Security Summit. IRS Identity Protection PIN. Identity theft affidavit.




This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.


Leader Bios

Larry Pon, Western CPE

Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

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Non-Member Price $56.00

Member Price $49.00