Identity Theft: Taxpayers and Tax Professionals

Overview

Identity theft: it's a worldwide crime wave and it can affect every aspect of a taxpayer's life. In this video-based course, Kathy Morgan, EA, USTCP, will discuss how to keep clients safe from this crime, what to do if they are a victim, steps the IRS is taking to help prevent identity theft, and how tax professionals can keep their identity, offices, and data safe from being stolen as well.

Learning Objectives

Upon conclusion of this course, students will be able to:

  • identify what identity theft is and what tax identity theft is
  • recognize the signs that indicate a taxpayer may have been the victim of tax identity theft
  • identify the steps that a client should take upon discovery that his or her identity has been compromised
  • identify the general steps the IRS will take upon receiving a report of tax identity theft and how they are working to protect taxpayers
  • identify best practice steps that tax practitioners can take to secure your tax office

Designed For

CPAs, EAs, and other tax professionals
WebCE® 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.
Find Courses Now