January 22, 2020 8:00am – 11:30am Map & Directions 602-252-4144

Protecting Tax Information – Cybersecurity for the Tax Professional (8 - 11:30 a.m.)

Online registrations are currently closed, please call (602) 324-6847 for additional registration options


The primary weakness in any information system arises from the people working in
the system. An effective information security system for an organization handling
tax information has to include training for every person in the firm that has access to
electronic information-and, yes, that includes the managing partner.
This course will concentrate on the information that non-IT professionals are required
to know in order to interact with electronic information systems, as well as steps your
firm needs to take to educate all members of the firm to prevent what could be an
information breach that puts the firm's very existence at risk.


ASCPA Learning Center
4801 E Washington St Ste 180
Phoenix, AZ 85034-2040

Registration Time



Non-CPA Staff:
Non-CPA Staff (100% club):
Non-CPA Staff (sole proprietor):
Information Technology


  • List risks to exposure that exists in tax practices through the use of electronic systems
  • Explain the importance of encryption
  • Implement encryption systems available for computers, smart phones and tablets
  • Understand why reuse of passwords poses an unacceptable security risk to client information
  • Prepare firm procedures to improve the security of taxpayer data

Course Level



Loscalzo Associates More With This Vendor

Designed For

Accounting and financial professionals who are not information technology specialists
who use computers, smart phones, and tablets in tax practice.


Working with tax
information on
electronic systems

Event Leaders

Zollars, Edward K.

Rating: 4.84

Edward K. Zollars, CPA, is in public practice in Phoenix, Arizona as a partner with the firm of Thomas, Zollars & Lynch, Ltd. He has been in practice for more than 35 years, specializing in tax issues for closely held businesses and individuals.

Zollars has been professionally involved with both tax and technology issues, combining the two disciplines in producing the Current Federal Tax Development Update Podcast and website, dealing with current tax issues. He has been a member of AICPA Tax Division Committees focusing on tax and technology issues and was the Tax Section’s representative on three occasions to the AICPA’s Top Ten Technologies project. He is also a member of the Phoenix Tax Workshop’s Advisory Committee and currently serves on the Tax Legislation Liaison Committee for the Arizona Society of CPAs. Zollars was selected as a Life Member by the Arizona Society of CPAs in May, 2010.

Along with writing, editing and presenting courses for Loscalzo Institute, Zollars has written articles published in Practical Tax Strategies and the Tax Adviser. He has been a frequent contributor to a number of professional tax discussion groups, and served as systems operator on the AICPA’s Accountants Forum in the mid-1990s.

He has spoken regularly on tax and technology topics since 1996, speaking before conferences sponsored by the AICPA and a number of state societies of CPAs.

More With Zollars, Edward K.


  • How client data has moved from paper files in our office to laptops, phones, tablets, USB keys and the cloud
  • Accidental loss of client data vectors and how to implement controls over such loss
  • Methods used by those seeking unauthorized access to tax information and how to recognize them
  • Social engineering to get information from firms that bypasses IT based protections