{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Tax in Action: Practical Strategies for Tax Pros","title":"Beyond 7216: The FTC Safeguards Rule, SOC 2, and Your Firm's WISP","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/56f85ee9\"></iframe>","width":"100%","height":180,"duration":3465,"description":"In part two of his series on protecting taxpayer information, Jeremy shifts from who can see client data to how firms actually have to secure it. He walks through the Gramm-Leach-Bliley Act, the FTC Safeguards Rule, and what a written information security plan needs to cover, then explains how SOC 2 reports help firms vet software vendors. He closes with the IRS Office of Professional Responsibility's new AI guidance under Circular 230, and what it means to treat AI like a junior staff member rather than an unsupervised practitioner.\nConnect with Jeremy\nhttps://www.linkedin.com/in/jwellstax\nhttps://www.steadfastbookkeeping.com\nSubscribe on YouTube\nhttps://www.youtube.com/@TaxinAction\nEarn CPE for Listening to This Podcast\nhttps://www.earmark.app/\nThis podcast is a production of Earmark Media","thumbnail_url":"https://img.transistorcdn.com/Ky2dMmDjksNXGZr_rW3qrZ7NO55NpaMQg-0Hi-XDcGo/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9mZTc2/ZmVkMTk4MDRkMjBl/MTQ3ZDQ4YWZjM2Rk/YWE1NC5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}