Privacy


PRIVACY

The Securities Industry Association releases a Harris Poll survey that shows most Americans understand and are satisfied with the “opt-out” privacy provisions brokerages, banks and insurance companies offer in accordance with the Gramm-Leach-Bliley Financial Services Modernization Act ( www.sia.com/press/html/pr_opt_out.html ).

SPONSORED REPORT

The technology assessment engagement

Are you working with the best technology? Do you know how to help your clients determine if their technology stack measures up? In this free report, J. Carlton Collins, CPA, explains how to answer those questions via a technology assessment engagement.

FEATURE

Maximizing the higher education tax credits

A counterintuitive strategy can save taxes by including otherwise excludable scholarships in gross income.