PRIVACY DISCLOSURES: MAKE THEM COUNT.
| Position | Brief Article |
July 1 is the deadline for CPAs who provide tax preparation or financial planning services to comply with the privacy disclosures mandated by the federal Gramm-Leach-Bliley Act.
As you've probably noticed, many banks already have started to comply with the new privacy disclosure laws. Some of their notices, tucked in with another regular mailing, are easily overlooked. Don't make your notice "junk." Turn your compliance into a marketing opportunity for your firm that allows you to interact with your clients in a positive way.
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