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Thu, Jul 11



Ethics and Safeguarding Taxpayer Data Per WISP

**Please Note - This meeting is on a Thursday (not our normal Wednesday)

Ethics and Safeguarding Taxpayer Data Per WISP
Ethics and Safeguarding Taxpayer Data Per WISP

Time & Location

Jul 11, 2024, 6:00 PM – 8:45 PM

Escondido, 890 W Valley Pkwy, Escondido, CA 92025, USA

About the event


Circular 230 section 10.36 covers Confidential Client Information which  in conjunction with Treas. Reg. 301.7216-1 outlines the rules issued by  IRS regarding professional standards for tax professionals to safeguard  all client digital data. This class will be a practitioner’s workshop to  develop a Written Information Security Plan (WISP) for your tax office  given the ubiquitous nature of technology required to operate the modern  tax office. During the class we will review parts of IRS Pubs 1345,  4557, 4707 and 5293 on the subject, trying to make this subject  practical for all tax professionals using a panel of presenters and  engaging the audience. Given the endless warnings of tax scams and data  breaches (most recently at the IRS), we must remain vigilant and protect  our offices from data hacks with WISP and other prudent actions to  combat the cyber risk threat.

Learning Objectives

1)  Understand the potential risk you face using required technology. 2)  Review Circular 230 regarding your requirement to safeguard clients' digital data. 3)  Develop a Written Information Security Plan (WISP) for your tax office.

About the Speaker

Miles Lawrence, EA, Esq has 36 years of full-time experience in the tax preparation, consultation and audit representation profession. He is both an EA and CA lawyer. He also serves as President for the CSEA Palomar Chapter and Attorney chapter for the Christian Legal Society. Annually he lectures on tax law matters and his practice includes a significant number of trust, gift and estate clients.

After 20 years in cancer research and cancer drug development in pharmaceutical companies, Minji Jo wanted a new challenge in her life and embarked on a new careers journey to become an Enrolled Agent. She is currently serving clients for Lawrence Tax Service. She is also the founder of MJ Cancer Patient Advocate, LLC to support and educate cancer patients and their families. As a new EA, her tax focus will include the 501©(3) non-profit and tax-exempt communities.

Continuing Education

IRS:  2  hours Ethics   |   CTEC: 2 hours    |   CA Bar:  1.75 hours Legal Ethics  |  CPA CA:   2 hours Ethics


Member: $45   |   Non-Member: $55

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California Society of Enrolled Agents Palomar Chapter

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