Cybersecurity for the Small Tax Firm
1:00 pm – 2:00 pm ET
1 hr CPE/CPD in Taxes
Program Level: Basic
The growing risk of tax identity theft and increase in hackers targeting firms offering tax services makes it even more important for tax practitioners to revisit their cybersecurity/information security policies and procedures. Attend this non-technical seminar to obtain an understanding of the IRS’s expectations of you in safeguarding your clients’ data (Pub 4557) and practical tips to reduce your risk of a data breach.
Learning Objectives
- Understand how tax practitioners are at risk for a data breach
- Understand key requirements from IRS Publication 4557: Safeguarding Taxpayer Data
- Learning practical tips to protect client and firm data
Speaker Bio
Donny Shimamoto
IntrapriseTechKnowlogies
| Donny is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm concentrating on innovation acceleration and organizational development for small businesses, middle market organizations, and nonprofits. Donny is a recognized thought leader and educator in the fields of accounting technology, IT risk management, and performance management. His dedication to helping accountants and organizations strategically leverage technology while proactively managing their business and technical risk is paramount. Donny also serves as an business transformation advisor and outsourced “IT partner” for local & regional firms, finance departments, and internal audit departments who lack in-house IT executive leadership and IT audit expertise; He helps with risk assessments, IT-related advisory services, development of innovation strategies, streamlining of internal firm/department operations, and increasing staff proficiency with IT tools supporting internal operations and accounting/audit services delivery. Donny was recognized as one of the Top Thought Leaders in Public Accounting by CPA Practice Advisor from 2012 to 2020, and Top 100 Most Influential People in Accounting (2013 & 2014 & 2017-2020) by Accounting Today. He received the 2009-2010 President’s Award from the Hawaii Society of CPAs, and was also named to CPA Technology Advisor’s 40 Under 40 list in 2007 & 2009 & 2014, and was a Hawaii Top High Tech Leader in 2004. Donny is a member of the IFAC Technology Advisory Group, was a past chairman of the AICPA’s Information Management and Technology Assurance Executive Committee and former member of its Governing Council, Assurance Services Executive Committee, and numerous other AICPA committees and task forces. He is also the current co-chair of the National Conference of Lawyers and CPAs. |  |