IRS Stakeholder Liaison Glenn Gizzi returns with a sobering mid-tax-season update: data breaches affecting tax practitioners are already outpacing 2024, with over 206,000 taxpayers potentially compromised — and that's only what's been reported. Roger and Annie dig into why so many breaches go unreported, what a paper return filing means for a client's refund timeline (hint: think late 2027), and why getting every client an IP PIN before the next deadline isn't optional anymore.

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Chapters

  • (00:00) - Tax Season Check In
  • (00:43) - Why Pros Are Targets
  • (03:14) - Breach Stats Rising
  • (05:01) - Reporting And Fallout
  • (06:14) - Paper Return Backlog
  • (09:31) - IP PIN For Everyone
  • (11:26) - Long Term Identity Damage
  • (15:36) - Monitor Your EFIN
  • (16:22) - EFIN Compromise Explained
  • (18:59) - Fast IRS Response Process
  • (22:10) - Top Email Scams Today
  • (26:35) - MFA And Safe Replies
  • (30:22) - Train Your Staff
  • (31:09) - How Breaches Start
  • (32:32) - WISP Reality Check
  • (35:09) - WISP Becomes Law
  • (36:44) - Bank Info Hijacks
  • (39:57) - Stop Refund Fraud Fast
  • (42:14) - Refund Speed Risks
  • (45:26) - IP PIN Protection Plan
  • (50:57) - Stakeholder Liaison Help
  • (56:40) - Closing Security Takeaways

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