K2's Tax & Technology Conference: Gearing Up for Your Best Busy Season
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Virtual
8.00 Credits
Member Price $359.00
Non-Member Price $519.00
Overview
Stay ahead in a rapidly changing public accounting and tax landscape with a conference focused on firm strategy, innovation, and security. This event brings together timely sessions on the technologies and management practices reshaping CPA firms, including AI-powered auditing, blockchain, cloud computing, robotic process automation, workflow optimization, and client service excellence. Attendees will also gain practical guidance on strengthening cybersecurity through an effective Written Information Security Plan (WISP), with actionable steps for protecting sensitive client data, meeting regulatory expectations, and reducing risk. Together, these sessions provide a strong mix of strategic insight and practical solutions to help firms improve operations, safeguard information, and position themselves for sustainable growth.
Wednesday, December 23
General Session
- K2’s AI-Powered Tax Workflow: Portals, Prep Tools, and Automation
This session is available to registrants only.
General Session
- K2's Excel Tips for an Efficient Tax Season
This session is available to registrants only.
General Session
- Securing Confidentiality: Safeguarding Client Data Under IRS Rules
Tax Security Essentials: Implementing a WISP for Tax Professionals
Tax practices face a critical responsibility: safeguarding client data against cyber threats. This course is tailored for professionals in the tax industry, offering a deep dive into the essentials of creating and maintaining a Written Information Security Plan (WISP) as mandated by IRS regulations and the FTC Safeguards Rule. With a focus on IRS Publications 4557, 5293, and 5708, along with insights from NISTIR 7621, participants will learn not just the theory but the practical steps needed to enhance their practice’s security posture. The course content is designed to be direct and engaging, ensuring that attendees can easily translate knowledge into action.
The curriculum covers a broad spectrum of critical topics, from developing a compliant WISP to recognizing and responding to cyber threats, and from implementing strong access controls to effective data protection measures. Special emphasis is placed on real-world strategies for preventing data breaches, including the use of encryption, backup procedures, and secure data disposal methods. Participants will also explore the importance of employee training and the continuous monitoring and improvement of security practices to address new cyber threats and business changes. For tax professionals committed to upholding the highest standards of data security and building a trust-based relationship with their clients, this course is a vital resource. Attendees will not only gain the knowledge to protect their clients’ data but also the confidence to implement best practices within their organization.
This session is available to registrants only.
General Session
- K2's CPA Firm Update
In a rapidly evolving public practice accounting landscape, K2’s CPA Firm Update continues to be your essential guide to staying ahead. This session provides actionable insights into transformative technologies and management strategies reshaping the profession. With a focus on data analytics, cybersecurity, practice management, and client service excellence, this year’s update delves into how firms can thrive amidst change. Key technologies covered include AI-powered auditing, blockchain applications for financial processes, advancements in cloud computing, robotic process automation (RPA), and workflow optimization tools. Gain clarity on significant trends and how they affect your firm’s strategy, enabling you to make well-informed decisions for sustainable growth.
This session is available to registrants only.
Non-Member Price $519.00
Member Price $359.00