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 )

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A new line of business to consider

Technology assessments may open the door to new engagement opportunities for your firm. What is a technology assessment? How do you perform one? JofA Tech Q&A author J. Carlton Collins shows you in a detailed explanation.

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Maximizing the higher education tax credits

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