About this episode
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 (01:14) - Introducing Our Guest: Catharine Madeley (03:10) - The Harrowing Tale of a Data Breach (04:13) - The Initial Discovery and Immediate Response (14:20) - Navigating the Aftermath: Investigation and Recovery (23:26) - Reflections and Lessons Learned from the Cybersecurity Incident (25:42) - The Aftermath of a Data Breach: A Personal Account (26:29) - Law Enforcement's Response to Small Scale Breaches (28:24) - Navigating IRS Procedures After a Breach (29:39) - The IRS Practitioner Relief Opt-In Program: A Lifeline (32:30) - Client Communication and Response to the Breach (42:43) - Lessons Learned and Moving Forward (49:16) - 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.