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Cybersecurity, the IRS, and Data Security Plans: Meeting FTC Requirements and IRS Guidelines

Note: CLE credit is not offered on this program

Recording of a 110-minute CPE webinar with Q&A

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Conducted on Tuesday, May 12, 2020

Recorded event now available

or call 1-800-926-7926

This course will provide tax preparers and advisers with the knowledge needed to protect sensitive client data and their computer systems and comply with the new IRS data security requirements.


Tax advisers regularly receive sensitive personal data from clients. Protecting taxpayer data is more than just good business; federal law requires a written data security plan. The Federal Trade Commission requires tax return preparers to create and enact security plans to protect client data.

The IRS released A "Taxes-Security-Together" checklist that provides six steps for protecting computers, emails, and sensitive taxpayer data. These steps include using two-factor authentication, firewalls, and anti-virus software. Publication 4557, Safeguarding Taxpayer Data, also issued by the IRS, is a guide for businesses on implementing safeguards and responding to data security breaches.

On top of the federal requirements, several states have implemented standards that require firms to ensure the safety of customer data. New York recently enacted the SHIELD Act, Stop Hacks and Improve Electronic Data Security. Practitioners need to ensure compliance with current guidelines and take the most effective steps to ensure the safety of their computer networks and their clients' data.

Listen as our panel of experts explains the FTC and IRS Data Security Requirements and the best steps advisers can take to ensure they are compliant.



  1. Cybersecurity: an overview
  2. The Federal Trade Commission' safeguards rule
  3. IRS Publication 4557, Safeguarding Taxpayer Data
  4. Practical steps
  5. State requirements


The panel will review these and other critical requirements:

  • Practical steps firms can take to safeguard client data
  • Satisfying federal data security requirements
  • States with data security mandates
  • Meeting Federal Trade Commission compliance requirements


Lazzarotti, Joseph
Joseph J. Lazzarotti

Jackson Lewis

Mr. Lazzarotti’s practice focuses on the matrix of laws governing the privacy, security and management of data,...  |  Read More

Lieberman, Nancy
Nancy D. Lieberman

General Counsel
Anchin Block & Anchin

Ms. Lieberman has counseled C-suite officers and company boards in matters ranging from strategic planning, risk...  |  Read More

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