*****Our next meeting will be our last meeting for the Global TAXpreneur CEO Academy**** We will cover what you need to do to prepare returns while living abroad and we will cover the Post-Tax Season Business Audit. I want to make sure that we are all clear on the Membership Policies and Content Usage for the paid Global TAXpreneur CEO Academy. As outlined in the Membership Policy, all materials - including posts, templates, trainings, and discussions shared inside this community, the bootcamp, and meetings - are protected and may NOT be shared, repurposed, repurposed using AI, or used within another program, course, or community without written permission. This includes content that may reference publicly available sources (such as IRS.gov). The structure, presentation, and application of that information inside this program is part of my intellectual property. This program was not created to support other course or community builders in sourcing content. It is specifically designed for tax professionals who are looking to start and scale their own virtual tax businesses. Please reference the Membership Policies and Rules for more information.

I hope that you CEO's are busy in your businesses. I sent out a Questionnaire after our last meeting and I have not received any completed responses. Let me know if you will be providing a response or not. Everyone, have a great week and great weekend. 😀

If you don’t already have a Written Information Security Plan (WISP), now is the time. Under the FTC Safeguards Rule, maintaining a WISP isn’t optional, it’s required. More importantly, it’s one of the most effective ways to protect your clients and your business. A strong WISP helps you: - Identify risks before they become problems. - Prevent data breaches, not just respond to them. - - Stay compliant with IRS and FTC data protection requirements. - Act quickly and confidently if something goes wrong. - At a minimum, your WISP should include: 1. Risk Assessment – Identify internal and external risks to client data. 2. Safeguards and Controls – Encryption, firewalls, and access controls. 3. Data Handling Policies – How data is stored, accessed and disposed. 4. Incident Response Plan – Clear steps for responding to breaches, including reporting procedures and client notifications. 5. Employee Training – Ensure your team understands security best practices and phishing awareness. 6. Ongoing Reviews – Keep your plan current and effective. Failure to have a WISP can lead to fines, legal issues, and reputational damage. More importantly, it can leave your clients exposed. Putting a plan in place now gives you confidence that you’re ready, no matter what happens. Protect your business. Protect your clients. And stay ahead of the risk. Resources: Pub. 5708, Creating a Written Information Security Plan for Your Tax & Accounting Practice Pub. 5709, How to Create a Written Information Security Plan for Data Safety (one-pager)

Circular 230 in Practice: Practitioner Pitfalls and How to Avoid Them Tuesday, May 5, 2026 2:00 p.m. Eastern, 1:00 p.m. Central, 12:00 p.m. Mountain,11:00 a.m. Arizona & Pacific, 10:00 a.m. Alaska, 8:00 a.m. Hawaii(120 minutes including Q & A) After completing this session, you will be able to: - Explain the statutory and regulatory authority governing practice before the IRS - Describe the role of the Office of Professional Responsibility (OPR) and how Circular 230 regulates practitioner conduct - Identify top practitioner violations under Circular 230 - Recognize potential disciplinary actions resulting from Circular 230 violations - Explain how to report suspected practitioner misconduct - Plus, a live Q & A. Click Here to Register Tax Professionals: 2 CE credits will be offered for this webinar. Category: Ethics

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