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Content provided by Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Roger Harris, EA, Annie Schwab, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Your Client Data Is Under Attack: An IRS Agent's Warning

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Manage episode 494393695 series 3436441
Content provided by Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Roger Harris, EA, Annie Schwab, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Tax professional data breaches have exploded in 2025, with 327 reported incidents affecting over 342,000 taxpayers in just half a year. Glenn Gizzy, a 36-year IRS veteran now specializing in data breach prevention, reveals the sophisticated tactics criminals use to infiltrate tax practices. From phishing emails disguised as client referrals, to hackers who wait until returns are filed before changing bank account information. This conversation covers essential protection measures including Written Information Security Plans (WISP), IP PINs, proper cyber insurance coverage, and the critical steps to take immediately after discovering a breach.

Sponsors
Padgett - Contact Padgett or Email Jeff Phillips


  • (00:00) - Introduction and Greetings
  • (02:21) - Today's Guest and Topic: Scams and Data Breaches
  • (02:56) - IRS Statistics on Data Breaches
  • (05:33) - Common Scams and How They Work
  • (09:48) - Phishing Emails and Ransomware
  • (14:51) - Fake Charities and Donation Scams
  • (17:30) - Refund Thefts and Data Breaches
  • (21:28) - IRS Communication and Taxpayer Awareness
  • (30:10) - Signs of a Data Breach for Practitioners
  • (32:42) - Immediate Steps After a Data Breach
  • (34:32) - Multi-Step Process and Insurance Involvement
  • (37:42) - Filing Returns After a Breach
  • (40:54) - Identity Protection PIN (IP PIN)
  • (48:10) - Written Information Security Plan (WISP)
  • (53:06) - Protecting EFIN, PTIN, and CAF Numbers
  • (55:25) - Final Thoughts and Conclusion

Connect with Glenn
https://www.linkedin.com/in/glenn-gizzi-4b6ab5205

Get NASBA Approved CPE or IRS Approved CE
Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode.

Connect with the Roger and Annie on LinkedIn
https://www.linkedin.com/in/rogerharrispbs/
https://www.linkedin.com/in/annie-schwab-852418261/

Review
Leave a review on Apple Podcasts or Podchaser

Subscribe
Subscribe to the Federal Tax Updates podcast in your favorite podcast app!

This podcast is a production of the Earmark Media

  continue reading

72 episodes

Artwork
iconShare
 
Manage episode 494393695 series 3436441
Content provided by Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Roger Harris, EA, Annie Schwab, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Tax professional data breaches have exploded in 2025, with 327 reported incidents affecting over 342,000 taxpayers in just half a year. Glenn Gizzy, a 36-year IRS veteran now specializing in data breach prevention, reveals the sophisticated tactics criminals use to infiltrate tax practices. From phishing emails disguised as client referrals, to hackers who wait until returns are filed before changing bank account information. This conversation covers essential protection measures including Written Information Security Plans (WISP), IP PINs, proper cyber insurance coverage, and the critical steps to take immediately after discovering a breach.

Sponsors
Padgett - Contact Padgett or Email Jeff Phillips


  • (00:00) - Introduction and Greetings
  • (02:21) - Today's Guest and Topic: Scams and Data Breaches
  • (02:56) - IRS Statistics on Data Breaches
  • (05:33) - Common Scams and How They Work
  • (09:48) - Phishing Emails and Ransomware
  • (14:51) - Fake Charities and Donation Scams
  • (17:30) - Refund Thefts and Data Breaches
  • (21:28) - IRS Communication and Taxpayer Awareness
  • (30:10) - Signs of a Data Breach for Practitioners
  • (32:42) - Immediate Steps After a Data Breach
  • (34:32) - Multi-Step Process and Insurance Involvement
  • (37:42) - Filing Returns After a Breach
  • (40:54) - Identity Protection PIN (IP PIN)
  • (48:10) - Written Information Security Plan (WISP)
  • (53:06) - Protecting EFIN, PTIN, and CAF Numbers
  • (55:25) - Final Thoughts and Conclusion

Connect with Glenn
https://www.linkedin.com/in/glenn-gizzi-4b6ab5205

Get NASBA Approved CPE or IRS Approved CE
Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode.

Connect with the Roger and Annie on LinkedIn
https://www.linkedin.com/in/rogerharrispbs/
https://www.linkedin.com/in/annie-schwab-852418261/

Review
Leave a review on Apple Podcasts or Podchaser

Subscribe
Subscribe to the Federal Tax Updates podcast in your favorite podcast app!

This podcast is a production of the Earmark Media

  continue reading

72 episodes

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