You, Me & Cybersecurity

In this webinar, Robert J. Beck, CPA discusses cybersecurity with experts in the field.

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Recorded 02/01/2023

Tax season is upon us and unfortunately with that comes many scammers and fraudsters. It seems like we cannnot turn on the news without hearing about something terrible. T-Mobile recently had a data breach that exposed the data of over 37 million customers. Five days ago, KSL reported on a store in Orem, UT that discovered a skimming device on one of their self-checkout credit card terminals.

Over the years bad actors have become more sophisticated. There are so many ways that you can be targeted, especially if you are not up-to-date on the scams of today.

Below are some questions from clients regarding cybersecurity that you may have wondered:

What steps can I take to avoid tax return identity theft?

Are my emails secure? How can I better protect myself from email scams?

What is phishing? Malware? Website spoofing? What can I do to avoid these threats?

What are the best practices when it comes to setting passwords?

What does fraud look like when it comes to money movement and fund disbursement requests?

Are there any new scamming methods that I should be aware of, in order to protect myself?

These are all great questions. That is why we are we are excited to be joined by Jared DeSoto and Erin Donham—who are senior technology consultants for Charles Schwab and specialize in cybersecurity—for this special webinar: You, Me & Cybersecurity.

Jared DeSoto
Senior Technology Consultant

Jared DeSoto works closely with advisory firms and their clientele to help them expand their knowledge and simplify their lives through the effective use of technology and streamlined practices.

Erin Donham
Senior Technology Consultant

Erin Donham consults investment advisory firms to improve their business operations by providing guidance in the areas of process optimization, technology and cybersecurity.

Robert J. Beck, CPA
Managing Partner

With nearly 20 years of experience, Rob has helped famous actors, large banks, business leaders and many in the community navigate the complex tax code and enjoy a wonderful retirement.

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