Login View Cart
: 0 Total: $0.00

Information Security Basic Safeguards (Video)  #7008219

Course Details, Learning Objectives, Table of Contents

CPA 1.0
CFP® 0.5

This course was updated on 5/10/2019.


All Tax Practitioners deal with very sensitive client data. Cybercriminals are highly sophisticated, well-funded, and technologically adept at hacking computers and stealing information. Tax practitioners are some of their most highly desired targets. If cybercriminals can successfully obtain the client information retained by tax practitioners, they can file fraudulent tax returns for refunds or commit identify theft. As a result, tax practitioners must protect their clients’ information by protecting their computers and networks and by taking some simple steps to keep their client data safe. This course will define information security, describe the numerous types of threats that exist, and define how to protect computer systems and networks from attack.

Learning Objectives: at the end of this course, student will be able to:

  • Identify the requirements for serving as a trustee for an IRA account
  • Recognize the requirements for opening a traditional IRA account
  • Recognize the maximum contribution that can be made by a taxpayer to an IRA account
  • Calculate the amount of a partial deduction to an IRA account
  • Identify when a taxpayer must start receiving distribution from an IRA account
  • Calculate the amount of minimum distributions from an IRA account
  • Recognize prohibited transactions for an IRA account
  • Recognize the maximum contribution that can be made by a taxpayer to a Roth IRA account

On-Demand Video Price   $25.00

Purchase Option: 
Add to Cart
  Go Back

Have a Question?
Call 800-588-7039

We accept all major credit cards

CFP , CFP®, CERTIFIED FINANCIAL PLANNER® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
CPE Beacon Hill Financial Educators, 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
IRS Approved Education Provider Copyright © 2001 - 2015 Beacon Hill Financial Educators Inc. All Rights Reserved.
51A Middle Street, Newburyport, MA 01950
Phone - (toll free): 800.588.7039 - Fax: 877.902.4284