Introduction to Cybersecurity for Tax Professionals
Tax professionals hold some of the most sensitive data a client will ever share, and cybercriminals know it. We will start with a practical, non-technical introduction to protecting that data. Followed by real conversations on how attackers actually target firms, what the IRS and FTC require of practitioners under GLBA and the Safeguards Rule. No prior security background, the session translates cybersecurity fundamentals into concrete steps you can implement in your practice immediately.
*Self-Study recording available for IRS CE Credit only (NO CPE)
NASBA Field of Study: Taxes
IRS Program #: 7Q3WU-T-00988-26
CTEC Course #: 6248-CE-00344
Brad Messner
,
EA
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.
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