Preventing and Minimizing the Effects of a Data Breach

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Recorded On: 02/05/2018

IRS Program Number: X9QQU-T-00465-18-S

Tax professionals are increasingly the targets of national and international cybercriminal rings seeking access to client data, which can result in fraudulent returns. “Anyone who handles taxpayer information has a legal responsibility to protect it,” IRS Commissioner Koskinen stated. Hear about firms whose data was stolen earlier this last year and the consequences for the practice. How do you prevent this from happening to you and how do you recognize if you have been a victim? Learn steps to protect your clients and your business. Know what to do if your data is stolen. Special insight will be provided by IRS Criminal Investigations National Identity Theft Coordinator, Special Agent Brian Thomas. 

Learning Objectives:
• Learn the IRS identity theft and data breach guidelines for taxpayers
• Learn your duties and responsibilities as practitioners
• Learn how to best protect your clients

Claudia Hill, EA

Claudia A. Hill, EA, MBA, is a nationally recognized tax professional and frequent lecturer on taxation of individuals, tax planning, and representation before IRS. She is editor-in-chief of the CCH, Inc., Journal of Tax Practice and Procedure and a frequent presenter at the IRS Tax Forums. She is an NTPI Fellow™ and an instructor of NTPI® Level 1, 3 and the Graduate Level in Representation.

Brian Thomas

Criminal Investigation Division, IRS

Special Agent Brian Thomas is the National ID Theft Coordinator for Refund Crimes in the Criminal Investigation Division of IRS and currently serves as a liaison between CI field agents and the various internal and external business partners of the Internal Revenue Service. Previously, he oversaw the Identity Theft Task Force, the Questionable Refund Program, the Return Preparer Project, Cybercrimes and Identity Theft general investigations.