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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.