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PRIVACY DISCLOSURES: MAKE THEM COUNT.

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.

The article, "Ready to Disclose How You Protect Your Clients' Privacy?" in the March/April 2000 California CPA, not only offers information on how to comply with the new requirements, but also features a sample letter that you can use as a guide for meaningful compliance. You can access the article and sample letter online at http://www.calcpa.org/californiacpa/articls.
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Publication:California CPA
Article Type:Brief Article
Geographic Code:1USA
Date:May 1, 2001
Words:146
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