Webinars and videos
On demand, no registration wall
Sessions are watched here. We do not put a form in front of a recording. If a session is useful you will remember where it came from.
How these are made
Each session is short on purpose, and every claim in it carries its citation on screen. Captions are burned into the picture and also available as a track your player can switch on. Where a figure or a date can change, the video points you at the source rather than stating it.
Featured
Beyond compliance: what a well-executed WISP looks like
The gap between a document that satisfies a checkbox and a program that would survive being examined, and what it takes to move from one to the other.
The library
Fundamentals · 1:33
WISP fundamentals for solo and small practices
What the requirement is, where it comes from, and what the smallest version of a defensible program looks like.
Massachusetts · 1:40
Reading 201 CMR 17.00 line by line
Ten program elements, eight computer controls, and what each one asks you to be able to produce on request.
AI governance · 1:28
Writing an AI use policy for a small tax practice
Approved tools, prohibited inputs, review duties, and the vendor register that has to sit behind the policy.
Vendors · 1:12
Vendor diligence without a procurement department
What 314.4(f) and 17.03(2)(f) actually ask a four-person firm to do, and the contract clause that satisfies both.
Incident response · 1:31
The first 48 hours of an incident
Containment, the documentation duty, who you call, and the notification clocks that start running.
Seasonal · 1:38
PTIN renewal: what to have ready before line 11
A checklist for the autumn window and what a complete twelve-month record looks like.
Speak at one of these
If you advise small firms on security, tax practice management, or professional responsibility and you want to run a session with us, we are interested. Sessions are recorded once and published without a registration form.