This course will cover advanced security tactics for tax offices, from password security and two-factor authentication to layered secure backups and active threat countermeasures. Descriptive examples will be provided along with requisite references to IRS publications and regs over security for your office, clients, and e-filing license. Secondary focus will be given to office compliance … Continue reading "Advanced Security for Tax Offices"

This course will give an overview of the Corporate Transparency Act legislation and the reporting requirements that that will be impacting nearly all small businesses in the United States. We will cover who needs to complete the Business Ownership Information report, How you can educate your small business clients and / or potentially complete this … Continue reading "Corporate Transparency Act – B.O.I. Reporting requirements & impact on small business clients"