Imposter! How to Protect Your Clients from Tax Identity Theft (ACIT)


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Discussion Leader
Drew Foster, EA

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Imposter! How to Protect Your Clients from Tax Identity Theft (ACIT)

Customer Rating

Field of Study

Tax

Level

Intermediate

Credits

1

Qualifies For

CPE

Overview

Tax-related identity theft is on the rise and occurs when someone uses stolen Social Security numbers to tax returns claiming a fraudulent refund or even using children’s identification numbers to steal earned income credits.  Not only is this frustrating for victims, they look to their advisors for help and protection.

In this session, we’ll explore the various warning signs, steps to take when your clients become victims, how to reduce risk, and your responsibilities as a professional to protect data from being hacked.

Major Topics

  • How to respond to IRS Notices examining EITC requests and identity theft
  • How to report identity theft to IRS and how to file after someone has stolen your client’s identity
  • Where to look to see what has already been done to your taxpayer’s account

Learning Objectives

  • Identify the percent-increase in the number of phishing and malware attacks
  • Identify which publication reviews safeguarding taxpayer information

Designed For

Tax practitioners who want to assist clients who have become a victim of identity theft and those who want to prevent identity theft.

Prerequisite

1-2 years’ experience as a tax preparer

Advanced Preparation

None


'
Discussion Leader
Drew Foster, EA

No Future Events exist.
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