Click Section 7216 – requesting client permissions
By Rickard Jorgensen, FCII, ARM, ACIArb We would recently approached by a policyholder about affirmative consent requirements imposed by IRS regulations under Internal Revenue Code section 7216. Under the code, a tax return preparer is subject to criminal penalties under section 7216 if the preparer “knowingly or recklessly” discloses or uses tax return information. A […]
Post Tagged with accountants professional liability, client permission, Cyber Liability, cyber security, data protection, engagement letters, Information Security, risk management
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jorgcpa - Posted in Accountants' professional liability insurance, Accountants' risk management, Client permission, Data protection, engagement letters, IRS cyber rules, Uncategorized
Mar, 06, 2020
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Security Policy for CPA firms – a template
We have received several enquiries from members of the CPAGold™ program for help with a suggested wording for a Cyber Security Policy as required by the IRS rules. As you will be aware, there is a lot of information available about this topic. One of the best white papers is Small Business Information Security: The […]
Post Tagged with accountants professional liability, Cyber Liability, cyber security, Information Security, IRS cyber rules, risk management, Security Policy
Read More - Posted by jorgcpa
- Posted in Accountants' professional liability insurance, Cyber Liability, Cyber resources, Cyber risk management, data breach, Data protection, email risk management, IRS cyber rules, Phishing scams, Privacy, risk management, security, Security policy, social engineering, social media, Uncategorized
- Jan, 13, 2020
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