Free resources for tax preparers navigating IRS Publication 4557, the FTC Safeguards Rule, and PTIN renewal requirements.
If you're a tax preparer, enrolled agent, or CPA, you've probably heard the term WISP thrown around — but what exactly is it, and do you actually need one?
Read articleIRS Publication 4557 is one of the most important documents for tax professionals — and one of the least read. Here's what it actually requires.
Read articleEvery year 810,000+ tax preparers renew their PTIN. Most don't realize Line 11 contains a certification that could create serious legal exposure.
Read articleThe FTC Safeguards Rule requires tax preparers to protect consumer data. Here's everything you need to know about what it requires and who it applies to.
Read articleMost tax preparers never think about what happens when they're on the other side of an audit. Here's what an FTC investigation looks like — and why no WISP makes it much worse.
Read articleNot all WISPs are created equal. A generic template may look like a WISP but won't provide real protection. Here are the 9 things the FTC and IRS require.
Read articleMany tax preparers assume their website privacy policy satisfies their data security obligations. It doesn't. Here's the important difference between the two.
Read articleThe FTC requires employee security training — but it doesn't require expensive software. Here's how small tax firms can satisfy this requirement easily and free.
Read articleIf you've searched online for a WISP, you've probably found dozens of free templates. Here's what a template provides, where it falls short, and how a customized WISP is different.
Read articleMost independent mortgage brokers don't realize the FTC Safeguards Rule applies to them directly — and the penalties for non-compliance are severe.
Read articleIf your dealership arranges financing or holds a single credit application, federal law classifies you as a financial institution — and requires a written data security plan.
Read articlePTIN renewal season opens in October. Before you renew, here's what Line 11 of Form W-12 actually requires — and the compliance mistake 810,000 preparers make every year.
Read articleThe FTC requires more than just a WISP — it requires a specific incident response plan inside it. Most free templates skip this entirely.
Read articleMost independent advisors focus on SEC and FINRA compliance — but the FTC Safeguards Rule applies separately, requires its own documentation, and is actively enforced.
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