Safeguarding Your Taxpayer Data IRS Pub 4557 (Santa Ana)

When:  May 21, 2024 from 05:30 PM to 07:30 PM (PT)

Program Overview

May 21, 2024| 5:30 pm - 7:30 pm, Pacific |In person

Hosted by Orange County

Speaker   Ed Leard

Description

Join the Orange County Chapter for an education event presented by Ed Leard, President of Round Brix. He will review IRS publication 4557, Safeguarding your client's data. He will review the safety guidelines on basic security, being able to recognize the signs of theft, how to handle data loss under the FTC..

  Learning Objectives

1) Understand basic security steps and how to implement.
2) Recognize data theft and how to report to IRS.
3) Respond and recover from these issues.
4) Understand and comply with FTC safeguards rule.

Learning Level    Basic


Prerequisites & Advance Preparation
    None

Continuing Education

IRS:  2 hours Federal Tax Topics   |   CTEC:  2 hours Federal Tax Topics   |   CA Bar:  1.75 hours Taxation Law  |  CPA CA:   2 hours Taxes

  Pricing

Member: $64.00 | Non-Member: $74.00 (Online registration closes at 11:59 PM on 5/19/24)  

In-Person Details

Santa Ana Elks Lodge
1751 S Elks Lane
Santa Ana, California 92705

(Registration at the door is permitted but meals will be limited to availability if not pre-registered)

Agenda 

  • 3:30 PM - Board Meeting
  • 4:30 PM - Social and Networking
  • 5:30: Education Program Begins
  • 7:30: Education Program Ends

Cancellation/Refund Policies

Please contact the host Chapter at oc@csea.org for refund/cancellation policies related to this event.

Registration Dates

Registration Register Before
Registration Ends Sunday, May 19, 2024

Location

Santa Ana Elks Lodge
1751 S Elk Lane
Santa Ana, CA 92705