Please note: This course will expire on Wednesday, April 30, 2025 at 11:59 pm ET. Please complete the course AND submit credit before the deadline.
For licensing purposes, all CPE applies to the calendar year in which a course was taken and completed.
Save a copy of your Certificate of Completion for your records. Once submitted, your CPE hours will also reflect in your official CPE transcript.
For licensing purposes, all CPE applies to the calendar year in which a course was taken and completed.
Save a copy of your Certificate of Completion for your records. Once submitted, your CPE hours will also reflect in your official CPE transcript.
In this day and age, protecting company and client data is imperative. However, for your small-business clients, money is often tight. Is it even possible to build an effective data-security program with limited resources? In this course, we will discuss some of the basic data-security requirements for tax practitioners and financial advisors. We will examine what the most common risks are and give some tips on how to address them without breaking the bank. We will even give some tips on how to control cost when purchasing cyberliability insurance.
Event Level: Overview
Who Should Attend: CPAs and financial advisors who work with small business owners
Required Knowledge: Fundamental knowledge of company and operational systems
Advanced Preparation: Fundamental knowledge of company and operational systems
Vendor: Peters Professional Education
Speaker: Peters, David