Monthly Meeting

Meetings are held the third Tuesday of the month, except during tax season

Tuesday, Dec. 19, 2023
Hybrid — attend either in-person or virtually
Making a WISP Work
Forrest Davis, EA
11:30 a.m. – 1:30 p.m. (2 CE)
KOC Event Center (formerly The Knights of Columbus)
601 S. Tucson Blvd., Tucson, AZ
IRS requires that tax preparers have a Written Information Security Plan (WISP) in place by the end of 2023. An IRS consultant has developed a model WISP, which essentially is a list of best practices for protecting taxpayer data. This session will walk through the model WISP, exploring how to make sense of it and how to put good practices in place without being burdensome. The presentation will discuss how to “fill in the blanks” and create a plan painlessly for your practice.

Cost (2 hours CPE):
Register for meeting:

Upcoming meetings

Date Topic Speaker Location
Dec. 19 Making a WISP Work Forrest Davis, EA KOC Event Center
Jan. 16, 2024 Arizona Tax Update TBA KOC Event Center
SACEA does not meet during tax season