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

Online Webcast

Credit Hours: 3

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

    IRS Number: 5KBKR-T-00482-17-O
    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 dynamite 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 2017 guidelines for tele-commuting, remote workers, cell phone and tablet security and Wi-Fi security. Rewritten (again!) for 2017, the guide provides written policies on confidentiality, telecommuting, employee computer & internet use, security, disaster losses and more.

    Attendee Requirements

    THIS IS A REBROADCAST - Earn Live CPE credit. This is a rebroadcast of an earlier webcast with a Live Moderator to answer your questions.

    have a high speed internet connection, speakers connected to your computer and monitor.

    GROUPS - PROCTORS - If you have
    more than 1 person REGISTERED for the streaming webcast and all would like
    to watch from the same computer, please complete the Proctor Form and return
    to us after completion of the webcast in order to receive proper CPE credit.
    A CPA must attest to the attendance of each person. The CPA does not have to
    be in attendance of the webcast, just attest that the persons on the form have
    attended. Proctor Form
    (Word doc) Proctor From

    DAY OF WEBCAST - You can login 10 minutes early. Please note that you will not see or hear a speaker until the prompt start time.

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    Fees and Schedule

    This Jennings Sponsored Internet-Live seminar begins promptly at stated time, will 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 must answer 75% of all polling questions given during the day to obtain
      the full hours of CPE Credits.

      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 fee. 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
      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 final authority on the acceptance of individual courses for CPE credit.
      Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
      NASBA Sponsor #108251

      This Internet-Live seminar carries the 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.

    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:   December 06, 2017
    Time:   2:00 PM    Add to Outlook
    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...

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    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
    [email protected]
    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