New Continuing Education Course: IRC § 7216 Disclosures & Your Technology

This course discusses IRC § 7216 “Disclosure or use of information by preparers of returns” as it relates to disclosures and use of information to and between all of the software that we use to run our tax and accounting practices.

Objectives:

• Review IRC § 7216 requirements and penalties

• Define “disclosure” and “use” and understand the difference between the two

• Discuss how IRC § 7216 applies to disclosure and use to firm technology

• Identify potential § 7216 for firms that do more than prepare tax returns

• Discuss the proper way to obtain affirmative consent to use and/or disclose

Instructor: Amber Gray-Fenner, EA, USTCP

Future Topics:

• June 2024: Password Management

  • Instructor: Brad Messner

• July 2024: Managing Security in Representation Work

  • Instructors: Brad Messner & Amy Brosnan

• August 2024: International Travel and Securing Data

  • Instructors: Matthew Metras & Amber Gray-Fenner

• September 2024: Proper Destruction of PII

• October 2024: Designing a Business Continuinty Plan

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