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TPN Tax Talks
What’s a WISP, and why do you need one?

At this year’s IRS Security Summit, it was announced that the agency would begin requiring anyone with a PTIN to have a written information security plan. What does that mean for your practice, and how long do you have to get these requirements in place? In this webinar, we will discuss the roll-out of the new requirements, the recommended WISP template checklist for auditing your practice, and tips on implementing your security plan even in a small practice. Attendees will leave with a checklist template and actionable next steps toward getting their firm compliant.
Feb 16, 2023 12:00 PM
Mar 16, 2023 12:00 PM
Apr 20, 2023 12:00 PM
May 18, 2023 12:00 PM
Jun 15, 2023 12:00 PM
Jul 20, 2023 12:00 PM
Aug 17, 2023 12:00 PM
Sep 21, 2023 12:00 PM
Oct 19, 2023 12:00 PM
Nov 16, 2023 12:00 PM
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Speakers

Christine Gevais
Owner & Co-Founder @Epiphany Consulting Group, Inc.
Christine Gervais is a licensed CPA, using her skills to help businesses grow and achieve their fullest potential. Christine has a Master’s degree in accounting from Southern New Hampshire University in addition to holding her CPA license for over a decade. Notably, Christine is a nationally recognized speaker providing education to other CPAs on how to best serve clients as well as instruction on a wide variety of topics for business owners on how to maximize success. Christine prides herself on the value she can bring to clients with her extensive tax knowledge and providing strategic, forward-thinking financial strategies to help clients grow. When not behind her desk, you can find Christine spending quality time with her daughter and stepson or tending to the family’s excessively loved farm animals. Owner and Co-Founder of Epiphany Consulting Group, Inc which provides outsourced services and education to other CPA firms.