Complying with the Safeguards Rule of the GLBA and implementing a WISP
Learn how to create a written information security plan (WISP), required by the FTC and IRS, and get tips for implementing a WISP. Bonus: attendees will be able to download an exclusive WISP template.
Format
Webcast
NASBA Field of Study
Taxes
Level
Basic
CPE Credits
1.5
Instructor
Larry Marietta, Pamela Slatten, Aaron Toops
Availability
3 months
Product Number
WC4460394
Comply with FTC rules
A written information security plan (WISP) is required by the Federal Trade Commission's (FTC) Safeguards Rule of the Gramm-Leach-Bliley Act (GLBA).
GLBA requires that non-banking financial institutions — including tax preparers — develop, implement and maintain a comprehensive WISP to protect customer and client information.
Failure to do so may result in an FTC investigation and IRS scrutiny.
Learn to comply with these rules and understand how to implement a WISP.
Template to Customize
When you attend, you can download an exclusive WISP template and customize it to document your firm's policy.
Key Topics
- Federal Trade Commission Safeguards Rule
- Gramm-Leach-Bliley Act
- Written Information Security Plan (WISP)
- Data security
Learning Outcomes
- Understand the requirements of the Safeguards Rule in the Gramm-Leach-Bliley Act.
- Understand how the Safeguards Rule applies to tax professionals.
- Learn practical tips for implementing a written information security plan.
- Learn how to utilize and leverage the cloud to achieve compliance.
Who Will Benefit
- CPAs
- Tax professionals
- Small firms/sole practitioners
- Medium firms
- Large firms
Group ordering for your team
2 to 5 registrants
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Start order6+ registrants
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US customers call 1-800-634-6780 (option 1)
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