
A guide to strengthening your office security through strategic updates to your Written Information Security Plan (WISP), including risk assessments, data safeguards, employee training, and compliance best practices.
*Self-Study recording not available for NASBA CPE credit.
IRS Program #: 7Q3WU-T
CTEC Course #: 6248-CE-
NASBA Field of Study: Taxes

Brad is the third-generation owner of M & J Tax Service and an Enrolled Agent with over 25 years of experience in income tax preparation and information security management. In today’s virtual environment, he ensures that every tax engagement is completed with precision and that all taxpayer and client information remains secure.A national speaker on both tax topics and cybersecurity, Brad also serves as a professor at a local university. He is currently pursuing a doctoral degree, with a dissertation titled “A Critical Analysis on the Impact of Blockchain to the Security of Financial Technology Systems.”In his taxpayer representation work, Brad emphasizes clear communication and full compliance. Since becoming an Enrolled Agent, he has successfully represented clients in tax matters, saving them tens of thousands of dollars.
2 IRS CE/2 CTEC/2 NASBA CPE
A guide to strengthening your office security through strategic updates to your Written Information Security Plan (WISP), including risk assessments, data safeguards, employee training, and compliance best practices.
No CE Offered
Join John Sheeley, EA for a recap of tax industry events which occurred this week.
No CE Offered
Join John Sheeley, EA for a recap of tax industry events which occurred this week.
No CE Offered
Join John Sheeley, EA for a recap of tax industry events which occurred this week.
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
Stay current on Employee Retention Credit updates, settlement and voluntary disclosure programs, and criminal tax case studies, while exploring pro bono opportunities with NYCLA, ABA Tax Court, and low-income tax clinics.
Varies
No CE Offered
Join John Sheeley, EA for a recap of tax industry events which occurred this week.
No CE Offered
Join John Sheeley, EA for a recap of tax industry events which occurred this week.
No CE Offered
Join John Sheeley, EA for a recap of tax industry events which occurred this week.
2 IRS CE/2 CTEC/2 NASBA CPE
Learn how to correct common IRA errors, including overcontributions, missed RMDs, early distributions, rollovers, and prohibited transactions, while navigating SECURE 2.0 updates to minimize or avoid excise taxes.