A WISP Away
Total Credits: 2 including 2 Information Technology - Technical
- Average Rating:
- Not yet rated
- Categories:
- Partner Produced | Technology
- Faculty:
- Brad Messner MBA, CBSA, EA
- Course Levels:
- Overview
- Duration:
- 2 Hours
- License:
- Expires 30 day(s) after program date.
Description
Each year, the IRS issues an updated edition of its Written Information Security Plan (WISP) template to better assist CPAs, tax preparers and small practitioners with drafting an effective WISP. Develop a customized WISP to fit your business needs and identify the latest resources available to assist. Time will be spent on the requirement for a security plan as well as its implementation.
Basic Course Information
Learning Objectives- Identify the key components and regulatory requirements of a Written Information Security Plan (WISP)
- Develop a customized WISP and outline practical steps for implementing and maintaining data security policies to protect client information and respond to breaches
Major Subjects
- Who gets breached?
- The Gramm-Leach-Bliley Act and FTC Safeguards Rule
- What is a Written Information Security Plan (WISP) and policy contents
- Securing digital assets
- What to do with a breach and information security policy
Course Materials
| Important CPA Credit Instructions READ BEFORE WEBCAST UPDATED (487.5 KB) | Available after Purchase | ||
Faculty
Brad Messner MBA, CBSA, EA Related Seminars and Products
Messner & Fox, LLC,
Brad Messner is a third-generation shareholder at Messner & Fox, LLC, where he brings nearly three decades of experience as an Enrolled Agent specializing in taxation and financial systems. Named the 2023 NATP Tax Professional of the Year, Brad is recognized nationally for his expertise and commitment to advancing the profession.
In addition to his practice, Brad serves as a Professor of Information Systems and Technology Management at the University of Pittsburgh, where he integrates emerging technologies into business education. His doctoral research focused on the implications of blockchain technology on the security of financial systems, reflecting his passion for innovation in tax and finance.
For more, visit taxesbymessnerfox.com.
Dates
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Fri, Nov 07, 2025 - 2:00 PM to 4:00 PM EST
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Tue, Nov 18, 2025 - 10:00 AM to 12:00 PM EST
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Mon, Dec 01, 2025 - 9:00 AM to 11:00 AM EST
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Thu, Dec 18, 2025 - 11:00 AM to 1:00 PM EST
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Fri, Jan 30, 2026 - 3:00 PM to 5:00 PM EST
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Tue, Feb 17, 2026 - 1:30 PM to 3:30 PM EST
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Wed, Mar 25, 2026 - 6:00 PM to 8:00 PM EDT
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Fri, Apr 24, 2026 - 1:00 PM to 3:00 PM EDT
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Mon, May 18, 2026 - 10:00 AM to 12:00 PM EDT
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Tue, Jun 30, 2026 - 4:00 PM to 6:00 PM EDT
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Wed, Jul 15, 2026 - 12:00 PM to 2:00 PM EDT
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Sat, Aug 29, 2026 - 10:00 AM to 12:00 PM EDT
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Thu, Sep 17, 2026 - 2:00 PM to 4:00 PM EDT
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Fri, Oct 30, 2026 - 3:00 PM to 5:00 PM EDT
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Mon, Nov 09, 2026 - 12:00 PM to 2:00 PM EST
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Tue, Nov 24, 2026 - 10:00 AM to 12:00 PM EST
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Wed, Dec 16, 2026 - 1:00 PM to 3:00 PM EST
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Thu, Dec 31, 2026 - 11:00 AM to 1:00 PM EST
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Additional Info
Basic Course Information
PrerequisitesNone
Advanced Preparation
None
Designed For CPAs, EAs, and other tax professionals with PTIN or data security obligations
Original Recording Date
11/2025
Yellow Book
No
Course Developer
MICPA
Date Added to Catalog 10/2025
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. 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: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.