Compass Tax Educators

Understanding the Gramm-Leach-Bliley Act and having an information security plan is essential, but that is just the starting point. Beyond having a plan in place is the need to execute and integrate that plan into your operation as well as manage client expectations for access to data. Practical steps to implement and design solutions are discussed in detail.  

Learning Objectives

• Describe your specific requirements as a manager of financial data in relation to the Gramm-Leach-Bliley Act
• Customize the IRS's WISP (Written Information Security Plan) template and modify it to match your firm operations.
• Execute your WISP and validate your client data is secured through third-party testing.
• Locate and prioritize solutions for hardware and software security concerns.

Education Information

IRS Program Number: NMVBP-T-00237-23-S

Length: 100 minutes plus optional question-and-answer session (no CE)

Prerequisite:  None

Program Level: Basic

Delivery Method: QAS Self-Study (NASBA); On-Demand (IRS)

Field of Study: Taxes (NASBA); Federal Tax Topic/Federal Tax Related Matter (IRS)

Credit hours: 2 NASBA CPE / 2 IRS CE

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Course expires one year after purchase.

Instructor: Brad Messner, EA Click here to learn more about the instructor.

All continuing education credit is provided through Gregory & Associates, Inc. which is doing business as Compass Tax Educators. Click here for more information regarding our refund and education policies.