Wednesday, December 23, 2026
10:30am-12:10pm
A - CPA Firm Update
Credits: 2.0 AO
Randolph P. Johnston, MCS
K2 Enterprises
,
Hutchinson, KS
This session provides actionable insights into transformative technologies and management strategies reshaping the profession. With a focus on data analytics, cybersecurity, practice management and client service excellence, this year's update delves into how firms can thrive amidst change. Key technologies covered include AI-powered auditing, blockchain applications for financial processes, advancements in cloud computing, robotic process automation (RPA) and workflow optimization tools. Gain clarity on significant trends and how they affect your firm's strategy to make well-informed decisions for sustainable growth.
12:20pm-2:00pm
B - AI-Powered Tax Workflow: Portals, Prep Tools and Automation
Credits: 2.0 TT
2:30pm-4:10pm
C - Excel Tips for an Efficient Tax Season
Credits: 2.0 CN
4:20pm-6:00pm
D - Securing Confidentiality: Safeguarding Client Data Under IRS Rules
Credits: 2.0 IN
Stephen M. Yoss, CPA, MS
K2 Enterprises
,
Hammond, LA
Tax practices face a critical responsibility: safeguarding client data against cyber threats. This course is tailored for professionals in the tax industry, offering a deep dive into the essentials of creating and maintaining a Written Information Security Plan (WISP) as mandated by IRS regulations and the FTC Safeguards Rule. With a focus on IRS Publications 4557, 5293 and 5708, along with insights from NISTIR 7621, participants will learn not just the theory but the practical steps needed to enhance their practice's security posture. Develop a compliant WISP, recognize and respond to cyber threats and implement strong access controls and effective data protection measures. Special emphasis is placed on real-world strategies for preventing data breaches, including the use of encryption, backup procedures and secure data disposal methods. Explore the importance of employee training and the continuous monitoring and improvement of security practices to address new cyber threats and business changes. For tax professionals committed to upholding the highest standards of data security and building a trust-based relationship with their clients, this course is a vital resource.
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