Privacy


Several federal financial regulators jointly issue a guide to help consumers make informed decisions about choices they face as a result of the privacy provisions of the Graham-Leach-Bliley Act of 1999, which loosened restrictions on banks, insurers and other financial institutions’ sharing of marketing information about their customers. The guide, Privacy Choices for Your Personal Financial Information, is available online at www.consumer.gov . ( www.sec.gov/news/press/2002-21.txt )

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.