
After attending this webinar you will understand the requirement for a Data Security Plan and the need to protect your client data by employing various backup strategies. This course offers templates so you can create your own Data Security Plan in less than 2 hours.
Lastly, this course discusses the benefits of suggesting your clients apply for an IP PIN to "lock" their tax returns - No one else can file their return or "steal" their dependents.
This webinar qualifies for 1 NASBA CPE Field of Study Credit in Management Services.

19 + years as an Enrolled Agent; 30+ Years as a tax Professional GAEA President & GAEA Education Chair Elected member of NAEA Affiliate Council2018 Recipient of the Lee T. Byrd Outstanding Volunteer Award2022 Recipient of the NAEA Founders Award
Appeared multiple times on Tax Talk Today as a panelist. Former Prometric Contractor for 3 years (RTRP test development; SEE Level 3 test development)Taught SEE 3 online for 3 years for Gleim Member of the IRS SE Liaison Group since 2010Former member of the GA DOR Practitioner Group. Former Chair & current member of the NAEA Tax Track Committee NTPI Fellow – Former NTPI Discussion Leader and NTPI Instructor Have had multiple articles published in the EA Journal NAEA Education Foundation ChairBachelor’s degree in Automotive Engineering - Kettering Institute – (formerly General Motors Institute)Master’s degrees (MIT) in Mechanical Engineering MBA in Marketing (Wayne State University)Have presented in-person & on-line webinars for the following organizations: GAEA, NAEA, ASTPS, NCPE Fellowship, Auburn University, CPA Academy, Latino Tax Pros; Following State Societies: Oklahoma; Alabama; New Mexico, Iowa, New York, NC, NNE. Present Annual Tax Updates to CDC ORISE Fellowship Awardees. Present Annual Tax Updates to Emory Scholarship Awardees.I currently work with troubled taxpayers (lots of audits, representation, serial Non-Filers, assist taxpayers who have petitioned US Tax Court Pro Se).