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Surviving a Cyber Attack

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Manage episode 411343885 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://player.fm/legal.

In this episode, Roger sits down with Catharine Madeley, a tax practitioner who recently experienced a data breach at her firm. Catherine shares her firsthand account of how the breach unfolded, the steps she took to respond, and the lessons she learned along the way. She offers valuable insights into the importance of having a robust cybersecurity plan, the critical role of communication with clients, and the need to be proactive in protecting sensitive client information.

Sponsors
Padgett - Contact Padgett or Email Jeff Phillips


  • (00:00) - Welcome to the Federal Tax Updates Podcast
  • (01:30) - Introducing Our Guest: Catharine Madeley
  • (03:26) - The Harrowing Tale of a Data Breach
  • (04:29) - The Initial Discovery and Immediate Response
  • (14:36) - Navigating the Aftermath: Investigation and Recovery
  • (23:42) - Reflections and Lessons Learned from the Cybersecurity Incident
  • (25:58) - The Aftermath of a Data Breach: A Personal Account
  • (26:45) - Law Enforcement's Response to Small Scale Breaches
  • (28:36) - Navigating IRS Procedures After a Breach
  • (29:51) - The IRS Practitioner Relief Opt-In Program: A Lifeline
  • (32:42) - Client Communication and Response to the Breach
  • (42:55) - Lessons Learned and Moving Forward
  • (49:28) - Final Thoughts and Advice

Connect with Catharine Madeley
LinkedIn: https://www.linkedin.com/in/catharine-drake-madeley
Website: https://www.sallingcpa.com

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 Hosts on LinkedIn
Roger Harris
Annie Schwab

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

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

  continue reading

40 episodes

Artwork
iconShare
 
Manage episode 411343885 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://player.fm/legal.

In this episode, Roger sits down with Catharine Madeley, a tax practitioner who recently experienced a data breach at her firm. Catherine shares her firsthand account of how the breach unfolded, the steps she took to respond, and the lessons she learned along the way. She offers valuable insights into the importance of having a robust cybersecurity plan, the critical role of communication with clients, and the need to be proactive in protecting sensitive client information.

Sponsors
Padgett - Contact Padgett or Email Jeff Phillips


  • (00:00) - Welcome to the Federal Tax Updates Podcast
  • (01:30) - Introducing Our Guest: Catharine Madeley
  • (03:26) - The Harrowing Tale of a Data Breach
  • (04:29) - The Initial Discovery and Immediate Response
  • (14:36) - Navigating the Aftermath: Investigation and Recovery
  • (23:42) - Reflections and Lessons Learned from the Cybersecurity Incident
  • (25:58) - The Aftermath of a Data Breach: A Personal Account
  • (26:45) - Law Enforcement's Response to Small Scale Breaches
  • (28:36) - Navigating IRS Procedures After a Breach
  • (29:51) - The IRS Practitioner Relief Opt-In Program: A Lifeline
  • (32:42) - Client Communication and Response to the Breach
  • (42:55) - Lessons Learned and Moving Forward
  • (49:28) - Final Thoughts and Advice

Connect with Catharine Madeley
LinkedIn: https://www.linkedin.com/in/catharine-drake-madeley
Website: https://www.sallingcpa.com

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 Hosts on LinkedIn
Roger Harris
Annie Schwab

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

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

  continue reading

40 episodes

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