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Live Webcast Replay

K2's 2024 Safeguarding Taxpayer Data – A Guide For Your Required Security Plan

Total Credits: 2 including 2 Information Technology - Technical

Average Rating:
ACPEN Industry Institute |  Technology
Randolph (Randy) P. Johnston
Course Levels:
2 Hours
Product Setting: Expires 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Regardless of size, most public accounting firms are mandated to have a written security plan in place. Failing to have such a plan in place can lead to substantial fines. Join us in this session to learn what your security plan should include and how to implement it.

Basic Course Information

Learning Objectives
  • List examples of basic security steps and how to take them
  • Identify the signs of data theft and how to report data theft
  • List examples of how to respond and recover from a data loss
  • Identify examples of specific compliance issues found in the FTC Safeguards Rule

Major Subjects
  • Understand the need to protect client data
  • Learn about the required security and privacy standards
  • Leave with a sample plan to consider your tax practice

Course Materials


Randolph (Randy) P. Johnston's Profile

Randolph (Randy) P. Johnston Related Seminars and Products

Exec VP – Co-Founder

K2 Enterprises, LLC

Randolph P. (Randy) Johnston, MCS, has been a top-rated speaker in the technology industry for over 40 years. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011-2021, and was a recipient of the 2021 Accounting Today Top 100 Most Influential People in Accounting award for the eighteenth consecutive year. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. In addition, Randy writes a monthly column and produces a weekly podcast for The CPA Practice Advisor, features for the Journal of Accountancy, creates articles for accounting and technology publications, and is the author of numerous books. He has started and owns multiple businesses, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. in Hutchinson, Kansas. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America. His wife and four children enjoy many experiences together, including theatre, music, travel, golf, skiing, snorkeling, and model trains. His experience as a college instructor, management and technology consultant, and advisor to the profession will be evident to you in Randy's presentations.


Mon, Jul 29, 2024 - 04:00pm to 05:46pm EDT
Mon, Aug 05, 2024 - 10:00am to 11:46am EDT
Fri, Aug 23, 2024 - 12:00pm to 01:46pm EDT
Mon, Sep 09, 2024 - 02:00pm to 03:46pm EDT
Wed, Sep 25, 2024 - 04:00pm to 05:46pm EDT
Fri, Oct 11, 2024 - 10:00am to 11:46am EDT
Sat, Oct 26, 2024 - 12:00pm to 01:46pm EDT
Wed, Nov 06, 2024 - 02:00pm to 03:46pm EST
Fri, Nov 22, 2024 - 04:00pm to 05:46pm EST
Sat, Dec 07, 2024 - 10:00am to 11:46am EST
Wed, Dec 18, 2024 - 12:00pm to 01:46pm EST
Fri, Dec 27, 2024 - 02:00pm to 03:46pm EST
Thu, Jan 09, 2025 - 04:00pm to 05:46pm EST
Wed, Jan 29, 2025 - 10:00am to 11:46am EST
Fri, Feb 07, 2025 - 12:00pm to 01:46pm EST
Thu, Feb 20, 2025 - 07:00pm to 08:46pm EST
Tue, Mar 11, 2025 - 04:00pm to 05:46pm EDT
Sat, Mar 29, 2025 - 10:00am to 11:46am EDT
Tue, Apr 08, 2025 - 07:00pm to 08:46pm EDT
Thu, Apr 17, 2025 - 02:00pm to 03:46pm EDT
Sat, May 03, 2025 - 04:00pm to 05:46pm EDT
Thu, May 22, 2025 - 10:00am to 11:46am EDT

Additional Info

Basic Course Information

Prerequisites Fundamental knowledge of tax return preparation processes and cybersecurity issues and risks
Advanced Preparation None
Designed For

Public practitioners who desire to learn more about specific security requirements imposed on firms and how to comply with them


Original Recording Date



Yellow Book No
Course Developer K2 Enterprises
Date Added to Catalog 02/02/2024

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints., (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:

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 if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 



Overall:      5

Total Reviews: 4