Webinar: Consumer Privacy – The Tax Professional’s Responsibility

This webinar was held on Monday, October 30, 2023
Sponsor: Drake Software
Duration: 1 Hour

As a tax professional, you are probably aware of your responsibility for keeping your clients’ personal data safe, but do you know what that really means and how to successfully protect their privacy? In this webinar, Pete Lindstrom, Systems Security Manager at Drake Software, will explain basic obligations and policies governing consumer privacy and how they apply to tax professionals. He will also give key tips for how you can implement best practices for data safety in your own firm. Three things audience can expect to learn about:

Your responsibility to safeguard personal data as a tax professional
How to identify and store personal data governed by privacy laws
Special situations and best practices for handling

Program level: Basic (no prerequisites required).
Field of Study: Information Technology

Presented by

Pete Lindstrom is a cyber strategist, innovator, and economist with Drake Software. He has extensive expertise in cybersecurity but is best known as an authority on strategic cybersecurity topics such as metrics, estimating risk, and measuring the benefit of security programs. He focuses on applying these core economic and risk management principles to new cybersecurity architectures and platforms.

Pete has over 25 years of industry experience as an IT auditor (PwC), IT security practitioner (Wyeth), and industry analyst (IDC). Pete served as an officer in the U.S. Marine Corps and received a bachelor’s degree in business administration (Finance) from the University of Notre Dame.

Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies, The Idiot’s Guide to Introductory Accounting, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in Chicago for several years as a state and local tax accountant. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society. Gail is a member of the AICPA’s PFS Credential Committee.

This FREE online webinar is a continuation of CPA Practice Advisor’s mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

Special thanks to our sponsor for supporting this educational session:

Drake Software, a private company founded in 1977, provides software solutions to over 70,000 tax and accounting firms that file more than 36 million tax returns every year. Known for its award-winning customer service team, Drake Software is also consistently recognized for excellence in quality, value, and reliability.

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