A free 20-minute session for your association
I offer tax and accounting associations a free 20-minute session, 'What the security-plan question means for a small tax practice.' It covers the nine required elements, the four that small firms can skip, the 30-day breach notice, and how to finish the free IRS template in an afternoon. Every attendee leaves with the free security plan checklist, so they can start on their own the same day.
| Minutes | Topic |
|---|---|
| 0–2 | The question |
| 2–7 | The nine elements |
| 7–10 | The exemption |
| 10–13 | When data is taken |
| 13–18 | Finish it in an afternoon |
| 18–20 | Free checklist handout |