Security Guide -How to protect your people, equipment and data

Live Seminar

Credit Hours: 3

By: Bob Jennings CPA, EA, CFP®, Ryan Jennings

IRS Number: 5KBKR-T-00482-17-I
Event Description:

The IRS reports a 400% increase in identity theft issues. The FTC announces that tax preparers are the number one target for thieves. All busy offices have three types of assets: people, equipment, and data. In this incredible class TaxSpeaker’s own IT director as well as TaxSpeaker’s president team up to identify the risks, but then to go way beyond and provide step-by-step instructions to mitigate the risks. With numerous guides and checklists, software recommendations and computer setting changes we help protect all 3 groups of your office’s assets. Windows 10 is the newest threat, and its unmodified use out of the box is a direct violation of IRS confidentiality rules-we show you how to make it compliant. This is a rare class that everyone in your office should take, not just tax preparers, with the latest 2016 guidelines for tele-commuting, remote workers, cell phone and tablet security and Wi-Fi security.

Sponsor Details

Sponsor: TaxSpeaker

TaxSpeaker is a unique, practitioner-led seminar company known for providing practical, useful information presented by extremely energetic, interesting and knowledgeable speakers. Nobody falls asleep at these lively training classes! These industry-leading classes are presented for over 25 state societies as well as via online webcasts and on-demand internet based training.

Attendees receive the most up-to-date guidance and value in the form of real practitioner speakers, free monthly newsletters for practitioners, lunch included at every full-day live class, free 2-hour ethics self-study class for all 1040 attendees. And all of this comes from a US-owned, practitioner-based seminar company. Speaker presentations use the most recent information available throughout the season to give our attendees the most up to date information.

Knowledgeable speakers, passionate presentations and practicality-are the marks of a TaxSpeaker seminar.

Attendee Requirements

  • Dress warmly in layers as the room may be cool.

  • The registration fee includes: reference manual, lunch, and a hyperlinked E-Book.

  • Be sure to check out our multi-seminar discount.


Fees/Schedule All Jennings Sponsored Group-Live seminars begin promptly
at the stated time, break for lunch, have 2-10 minute breaks and end promptly at the stated time.


  • 8:00-10:00 120 minutes

  • 10:00-10:10 Break

  • 10:10-12:15 125 minutes

  • 12:15-1:00 Lunch

  • 1:00-3:00 120 minutes

  • 3:00-3:10 Break

  • 3:10-4:00 50 minutes

    Attendees at Jennings Sponsored Group-Live seminars receive:

    • Full reference manual & binder with major section divider tabs

    • Combination pen/highlighter

    • Lunch (with 8 hour seminars)

    Cancellation, Transfer and Refund Policy Registration fees will be
    refunded in full for up to 30 days in advance of the seminar. Registrations
    cancelled between 1-30 days prior to the seminar date are subject to a $50 cancellation

    For more information regarding administrative policies, complaints and refunds
    please contact us at 877-466-1040 or visit A 30-day money
    back guarantee applies to all self-study products. NO REFUNDS OR TRANSFERS
    Please call us at
    877-466-1040 for auxiliary aid needs.

    Continuing Education Jennings Advisory Group, LLC is registered with
    the National Association of State Boards of Accountancy (NASBA) as a sponsor
    of continuing professional education on the National Registry of CPE Sponsors.
    State boards of accountancy have the final authority of the acceptance of individual
    courses for CPE credit. Complaints regarding registered sponsors may be addressed
    to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700,
    Nashville, TN 37219-2417. NASBA Sponsor # 108251.

    Each group-live seminar carries above mentioned hours of CPE credit, based upon a
    50 minute contact hour. All Jennings Advisory Group seminars have been designed
    to comply with the Statement on Standards for Formal Group Study Programs published
    by the American Institute of Certified Public Accountants and the National Association
    of State Boards of Accountancy and to comply with CPE accreditation standards
    in the states in which they are held.

    We have entered into an agreement with the Return Preparer Office,Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Return Preparer office as to the quality of the program or its contribution to the professional competence of the enrolled individual. IRS Sponsor Number 5KBKR.

Event Details
Event Dates and Times

TIME ZONES: PLEASE NOTE: All live seminar times are listed for the time zone which the seminar is being held.

Date:   May 24, 2017
Time:   12:00 PM    Add to Outlook
Event Location
Address: 4403 Hamburg Pike, Suite B Jeffersonville, IN 47130
Contact Information
Speaker Bio(s)
Bob Jennings CPA, EA, CFP®

Bob is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana),and an IRS Enrolled Agent. Bob is also a prolific author and has published over 60 professional ar...

Ryan Jennings

Ryan Jennings brings a wealth of technology experience to seminars. After setting up the network in his Dad's busy CPA firm at age 12 Ryan attended Ball State University and operated a CD replication and computer security consulting business. In 2009 he became Jennings Seminars full-time IT direc...

Samantha Zarantonello
812-288-1513 or 877-466-1040


Event Objective
At the conclusion of this course the student will be ably to exceed the confidentiality and security requirements of IRS Circular 230 and electronic filing, as well as protect the data and safety of a firm's employees, equipment and electronic assets.

Field of Study


Event Level

NASBA Category