IRS WISP Requirements for Tax Pros: Build Your Security Plan

Описание: Every paid tax preparer must have a Written Information Security Plan (WISP). This session explains the IRS WISP requirements: who must comply, what the plan must include, and how to put security, training, and breach plans in place at your firm.

Recorded January 2023 for Tax Practice News. Check current IRS guidance (IRS Publication 5708) for any updates since then.

Chapters:
0:00 Introduction
3:13 What the IRS WISP rule requires
4:29 Who must have a WISP
6:21 Compliance deadlines
8:46 Free WISP resources
10:22 Common non-compliance areas
13:58 Implementing security measures
19:18 Staff training and plan access
23:24 Breach and disaster planning
25:03 Q&A and final tips

More tax practice news: https://insightfulaccountant.com/tax-...

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