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CPE Webinar September 12, 2023: Cybersecurity for the Tax Practitioner | #hacking | #cybersecurity | #infosec | #comptia | #pentest | #ransomware

Understand your legal and regulatory obligations, develop adequate policies to secure client data and protect your practice. Jared Ballew, 2022-23 Chair of the ETAAC and Vice President of Government and Industry Relations at Taxwell; and Ann Campbell, CPA CIA and Drake Software Trainer will share an overview of the cyber threats that taxpayers and tax professionals face daily. Attendees will learn why cybercriminals target taxpayer data, their methods, and how to protect clients. Presenters will also address the WISP and how to apply IRS guidance in the individual tax preparer’s office.

Program level: Basic (no prerequisites required).
Field of Study: 
Information Technology

Presented by

Jared Ballew is a 20-year veteran of the tax industry, and currently serves as Vice President of Government and Industry Relations at Taxwell, serving both Drake Software and TaxAct. Ballew is an expert in liaising and building relationships with Federal and State governments, industry and professional associations, and other partners. He is the 2022-23 Chairman of the IRS Electronic Tax Administration Advisory Committee and also serves as the President of the National Association of Computerized Tax Processors (NACTP), a trade association of the top income tax, payroll, and information reporting software companies who collaborate to promote standardization and simplification between government tax agencies and the tax processing industry. Jared is a popular speaker and advisor due to his expansive knowledge of current tax policies, cybersecurity, and industry trends.     

Ann Campbell, CPA CIA, joined Drake Software in 2021 as a Tax Software Trainer. She is a Certified Public Accountant licensed to practice in California and North Carolina with many years of experience as a tax preparer using Drake Tax®. Ann has previously worked as a CFO and Controller in various industries, and she was one of four finalists for the Plastics News CFO of the Year 2019 award. Ann is a graduate of the Wharton School at the University of Pennsylvania. 

Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For DummiesThe Idiot’s Guide to Introductory Accounting, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in Chicago for several years as a state and local tax accountant. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society. Gail is a member of the AICPA’s PFS Credential Committee.

This FREE online webinar is a continuation of CPA Practice Advisor’s mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

Special thanks to our sponsor for supporting this educational session:

Drake Software 4Color 570d15e32f475

Drake Software, a private company founded in 1977, provides software solutions to over 70,000 tax and accounting firms that file more than 36 million tax returns every year. Known for its award-winning customer service team, Drake Software is also consistently recognized for excellence in quality, value, and reliability.

CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at [email protected].


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National Cyber Security