Instructor
Charles Montecino
Instructor
Charles K. Montecino is a Certified Public Accountant and Certified Tax Resolution Specialist with over 40 years of experience in public accounting. Over the past 25 years, he has
specialized in helping clients resolve complex IRS issues, earning him the nickname “The Tax Problem Solver.” He is known for his patient and non-judgmental approach, making his clients
feel comfortable even when addressing tough tax situations. In 2008, Charles was honored with the Top Practitioner Award by the American Society of Tax Problem Solvers.
Charles is licensed in both New Jersey and Pennsylvania and holds the Chartered Global Management Accountant (CGMA) designation. He is an active member of the AICPA, NJCPA,
PICPA, and the American Society of Tax Problem Solvers. When he is not helping clients navigate the complexities of tax law, Charles enjoys spending time with his wife, children, and
grandchildren, watching the Philadelphia Phillies and Eagles, golfing, and fishing.
This course introduces the fundamentals of cybersecurity, focusing on common threats, risks, and vulnerabilities that organizations face today. Participants will be guided through the IRS Cybersecurity Checklist, which provides a structured approach for improving security practices and protecting taxpayer data. Topics such as access control, data protection, and employee training will be explored in depth, emphasizing their role in a comprehensive cybersecurity strategy. Through real-world examples of cybersecurity threats and breaches, attendees will gain insight into the critical need for effective cybersecurity measures. The course will highlight the practical steps organizations can take to comply with IRS guidelines, while also showcasing the importance of proactive employee training and continuous assessment of security practices.
At the end of this course, you will be able to-
• Identify common cybersecurity threats and vulnerabilities facing professional organizations.
• Describe the core components of the IRS Cybersecurity Checklist.
• Apply IRS guidelines to improve organizational data protection practices.
• Evaluate access controls, password management, and encryption protocols.
• Recognize the importance of employee training in cybersecurity readiness.
• Assess current security practices and identify areas for improvement.
• Explain how a breach could affect compliance with IRS regulations.
• Develop a basic action plan to strengthen cybersecurity systems.
• Common cyber threats facing tax and financial professionals
• The IRS Cybersecurity Checklist • Access control, passwords, and encryption
• Cybercrime trends and case studies • Data protection strategies
• Employee training and human risk factors • Laws, frameworks, and compliance issues
• Creating a practical cybersecurity action plan
Familiarity with basic business processes and general awareness of cybersecurity risks.
None
CPAs, EAs, attorneys, bankers, and financial planners