Client Data Security

With: C. Dale Boushley CFP®, EA

Client Data Security

Session#: 934-14

Both Circular 230 (IRS) and the Gramm-Leach-Bliley Act (Federal Trade Commission) impose requirements on income tax preparers to protect the confidentiality of client information. This session discusses the statutory requirements and best practices of complying with those requirements. Among other topics, we discuss your written "security plan," staff training, office technology, and the email, faxing and storage of client files.

C. Dale Boushley CFP®, EA

Dale has been in the income tax and financial planning business since 1976. Dale and his wife Sharon own Financial Resource Management, Inc. which provides… more details

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