With data breaches on the rise, this session covers key IRS identity protection tools and a practical overview of Social Security basics, including benefit eligibility and filing decisions for individuals and families.
DESIGNED FOR
CPAs in public practice
BENEFITS
Stay current on IRS identity protection initiatives and online account tools so you can better safeguard client information, reduce fraud risk and respond confidently to data security threats.
HIGHLIGHTS
- Most up-to-date 2026 information on Social Security and Medicare
- Identity Protection PIN (IP PIN) opt-in program and eligibility updates
- Individual Online Account (IOLA) features and benefits
- Best practices for preventing tax professional data theft
- Common phishing schemes and identity theft warning signs
- IRS guidance on secure communication and taxpayer outreach