Tax Advisers, Return Preparers and Financial Planners Subject to New Federal Privacy Disclosure Rules(*).

CPA LetterVol. 81 Nbr. 2, February 2001

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Tax Advisers, Return Preparers and Financial Planners Subject to New Federal Privacy Disclosure Rules(*).

The 1999 Gramm-Leach-Bliley Act contains provisions that are intended to protect the privacy of very broadly defined financial services, including tax planning, financial planning and tax return preparation. Under this ...

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