PROVIDING OUTSTANDING
TAX SEMINARS SINCE 1995

REGISTER

Keep Your Written Information Security Plan Updated

Practitioners must annually certify that they have a written information security plan (WISP) for protecting client data when they renew their Practitioner Tax Identification Number (PTIN) each year.

The IRS provides a model plan in its Publication 5708, Creating a Written Information Security Plan for your Tax & Accounting Practice. This publication was last updated in August of 2024. Publication 5708 is available at: https://www.irs.gov/pub/irs-pdf/p5708.pdf

Practitioners should annually review and update their own written information security plans.

The information provided herein is provided with the understanding that the author and publisher are not engaged in rendering legal, accounting or other professional service. As such, M + O = CPE, Inc. and the author disclaim any responsibility or liability for the information supplied herein or the application of said information.