New Guidelines

In the past, it was mandated that attorneys, similar to other professionals who advise on personal financial matters, were required by a new federal law to inform clients of their policies regarding privacy of client information. The courts have recently decided that this particular federal law does not apply to attorneys because attorneys have always been bound by professional standards of confidentiality which are much more stringent than those required by this federal law. We have always protected our clients’ right to privacy and will continue to do so. Nevertheless, we want to make you aware of our privacy policy as a firm.

In the course of providing our clients with income tax, estate tax, and gift tax advice, we receive significant personal financial information from our clients. As a client, you should know that all information we receive from you or develop in the course of our engagement is held in confidence and is not released to people outside the firm, except as agreed to by you or as required under an applicable law.

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

We are committed to safekeeping your confidential information and protecting your privacy.