WEBINAR: Technology & Security (Jennings Tax-Speaker REBROADCAST) - E3S5R-T-00874-25-O
4 Hours other & 4 Hours Federal Tax; IRS:
This is a rebroadcast of a previously recorded webinar.
**Please note this 8 hour course is approved by NASBA, but only the 4 Tax hours for Security will be approved for IRS credit. Technology is not an IRS approved field of study.**
Brought back in 2024 for the first time in 5 years, the first half of this course is devoted to security. Beginning with an eye-opening presentation of the security risks present in computer operating systems, browsers and search engines, we illustrate the risks and then present solutions. The discussion is team taught by a 45+ year practicing CPA as well as Taxspeaker’s own security expert and IT Director Ryan Jennings. Wait, we’re not done with security though as we then discuss the risks and use of artificial intelligence in a tax office and then enter the security world of the IRS, discussing WISP’s, and providing a WISP plan template as well as remote work policies, computer & internet use policies and other useful policies. The final portion of security then address physical risks of theft, disaster and day to day operations.
The remainder of the day is spent on the latest technology tools and applications that profitable firms need to use to address labor shortages, profit margins and quality. In this section we discuss (quickly) desktop/laptop/tablet/server needs as well as scanners, leading to a deeper discussion and (where time permits) demonstration of OCR form recognition, OCR direct software transfer, customer relationship manager software, electronic filing software, cloud hosted computing in SaaS, and remote work situations. Throughout the class the speakers will address practical questions and answers from the point of view of non-national firms.
Registration Options
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Registration Options
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Credits | Price |
|---|---|---|
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Member
Registration Ended 1/16/25 at 9:00 AM EST
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8.00 (Tax (Federal), Other) | $300.00 |
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Non-Member
Registration Ended 1/16/25 at 9:00 AM EST
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8.00 (Tax (Federal), Other) | $400.00 |
Bob Jennings CPA, EA
Bob is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana),and an IRS Enrolled Agent. Bob is also a prolific author and has published over 60 professional articles in such magazines as the Journal of Accountancy as well as many other professional and consumer publications; annually authors several tax, accounting and technology manuals; and is a regular columnist for FoxBusiness.com. As the founder of his own regional CPA firm in 1984, Bob has dealt exclusively with individual and small business financial issues for over 30 years. Bob appears regularly in the media and has been quoted extensively by numerous publications. He has recorded an extensive number of information videos, DVD’s and instructional clips available on his website at TaxSpeaker.com.
Ryan Jennings
Ryan Jennings brings a wealth of technology experience to seminars. After setting up the network in his Dad's busy CPA firm at age 12 Ryan attended Ball State University and operated a CD replication and computer security consulting business. In 2009 he became Jennings Seminars full-time IT director and video production specialist. Responsible for all IT, technological research, video production, and on-demand video design & development,Ryan continues to stay at the cutting edge of technology for small business. He is a member of the Indiana IT Director Association and a regular participant at the world's largest IT forum-the Consumer Electronics Show. Ryan has Annual Filing Season Program completion through passing the now discontinued Registered Tax Return Preparer test and annual continuing education.
No show - No refund - no exceptions. No refund will be issued for any webinar in which the login information and course material has already been distributed. Please check spam/junk folders. No refund nor credit for a future program will be issued for any webinar for which you are registered but fail to attend.
Webinar Bundle credits not valid on this webinar.
For More Information:
150 Corporate Center Drive Suite 205Camp Hill, Pennsylvania 17011
United States 800.270.3352