IRS Regulations and Identity Theft – Are You Following The Rules & Are You At Risk

Learn the importance of KBA’s and the regulations explaining why our role as practitioners is now critical.

with Dawn Brolin

In this webinar, we will be discussing the importance of KBA’s and the regulations explaining why our role as practitioners has become critical.  Identities, both personal and business, are valuable products for those who steal them and sell them or use them for their own benefit.  But this conversation is much more than stealing identities.  Situations such as innocent spouse cases with the IRS may put you in another risk area.  Come to hear Dawn W. Brolin, CPA, CFE and Eric Green, Esq discuss the importance of identity protection and your involvement and responsibilities.

Learning Objectives:

  • Learn about how the IRS views the importance of identity verification for Form 8879.
  • Understand the identity theft of individuals and businesses and how your clients can protect themselves.
  • Education about Innocent Spouse cases and where your liability as a preparer stands.
  • Learn about how you can use KBA authorized e-signature software to help you minimize the risk of identity theft when sending Form 8879.
  • Understand how to use technology to help protect you during your busy season.
Dawn Brolin
Powerful Accounting
Dawn is a Certified Public Accountant, Certified Fraud Examiner, and President of Powerful Accounting, Inc, a nationally recognized accounting, tax, forensic and fraud, IRS and State Agency audit and professional QuickBooks consulting firm. Recently Powerful Accounting has partnered with Anderson, Brolin & Coba CPAs, LLC - a powerhouse tax preparation, consulting and wealth management firm where Dawn is a partner. Dawn’s list of professional accomplishments is extensive and includes speaking on various fraud and tax resolution cases as well as keynote and emcee at many conferences across the country. Dawn has been named “Top 100 Most Influential People in Accounting” 2018 & 2019 by Accounting Today, “Top 25 Most Powerful Women in Accounting” 2012-2017 by CPA Practice Advisor, a “Top 10 Managing Partner Elite – Great Accounting Firm Leader” in 2017 by Accounting Today, and selected as a “Top 40 Under 40” by CPA Technology Magazine in 2009. Dawn continues to pursue excellence with the support of her amazing team at Powerful Accounting.