Below you will find tools to use during and after today’s Education Forum. Please be sure to bookmark this page so you can refer back to this content at any time.

Live Recording

PowerPoint Presentation and Notes Handout

To download the content below, simply hover over the bottom of the document until a dark grey bar appears. Then, click the button that features a downward facing arrow. This will allow you to download the document to your computer and print if you choose to.

Schedule E

Schedule E_notes

Downloadable Documents

To download the content below, simply hover over the bottom of the document until a dark grey bar appears. Then, click the button that features a downward facing arrow. This will allow you to download the document to your computer and print if you choose to.

Privacy Policy

IRS Publication 5708 Written Security Plan Guide

IRS Publication 5293 Protect Your Clients Protect Yourself Data Source Resource Guide for Tax Professionals

IRS Publication 4557 Safeguarding Taxpayer Data a guide for your Business

File Record Retention Guide

Data Breach Response Guide for Business

CyberSecurity Fact Sheet FTC