The data thieves are getting better and more sophisticated. Join us for this special update on data breaches and the fallout of what can happen if you are victimized. to hear from Joseph McCarthy, Senior Stakeholder Liaison at the IRS along with Dawn Brolin, CPA, CFE and Attorney Eric Green for handling a tax practice data breach and get guidance and support for what to do if your e-file software ever gets compromised and client information stolen. Our panelists will share some of the trends and real world stories that they have witnessed over the years and provide valuable insight on how Tax Pros can protect themselves from becoming the next victim.

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About Your Speakers:

Eric Green – Attorney and Founder, Tax Rep Network

Attorney Eric L. Green is a practicing tax attorney, author, speaker, and coach. He founded Tax Rep LLC which runs the popular tax representation practice-growth training and coaching program Tax Rep Network. Through his role as the primary instructor and coach at Tax Rep Network, he has helped thousands of accountants start and grow successful tax representation practices.

Eric is a partner and founder of law firm Green & Sklarz LLP, which is based in New Haven, Connecticut, where his focus is taxpayer representation before the IRS, Department of Justice Tax Division and state departments of revenue. Prior to becoming an attorney, Eric served as a senior tax consultant for national and international accounting firms, including KPMG and Deloitte & Touche.

Eric developed a national reputation by building a remarkable record of negotiating favorable settlements in thousands of civil cases against government agencies and has also been able to convince government agents and attorneys to forgo criminal charges and civilly resolve many cases.

LEARN MORE ABOUT ERIC

Dawn Brolin – CPA, CFE – CEO The Designated Motivator, Inc., & Powerful Accounting, Inc.

Dawn Brolin is The Designated Motivator for Accounting Professionals and the CEO of Powerful Accounting, Inc.

For more than two decades, Dawn has been a well-known and respected educator and motivator for her clients, other accounting professionals, and technology solution providers. She is known for innovative collaborations within the accounting profession including with her technology ecosystem partners which are included in her Team Brolin Starting Lineup.

Dawn is a member of the Intuit Tax Council, the ADP Advisory Board, and the Avalara QuickBooks Advisory Board. She has also received many designations and recognitions throughout her career including the most recent “The 2023 Top Presenters Awards“ by CPAacademy.org as well as Insightful Accountant’s 2020 Top Niche Practice ProAdvisor: Forensics” and one of  Accounting Today’s “2018, 2019, 2020, 2021 and 2023 Top 100 Most Influential People in Accounting.”

LEARN MORE ABOUT DAWN

Joseph McCarthy – Senior Stakeholder Liaison, IRS

Joseph McCarthy has worked for the Internal Revenue Service for over 32 years. He began as a Revenue Agent auditing self-employed individuals and small businesses. During that time, he worked primarily on tax civil cases but was also a cooperating Agent on a number of criminal investigations. Currently Joe is the Stakeholder Liaison for and does outreach to tax professional organizations and their membership in New England. Joe has been a long-time speaker at numerous fall CPE seminars in the northeast. Joe has a Bachelor of Science degree in accounting from Quinnipiac College and is a Certified Public Accountant.