The Gramm-Leach-Bliley Act, Public Law Number 106-102, and the rule issued by the Federal Trade Commission regarding the Privacy of Consumer Financial Information, 16 Code of Federal Regulations Part 313, categorize as financial service providers law firms that provide tax preparation and tax planning, as well as other services, to their clients. As financial service providers, law firms are required to provide written notices to certain clients regarding disclosure of private personal information.
This firm, in our capacity as your attorneys, may occasionally obtain private information about you from you, and, with your authorization, from other persons such as accountants, financial advisers, insurance agents, and others. This firm does not disclose any private personal information about our clients to anyone, except as required by law or as authorized by such client. With your authorization, this firm may disclose private personal information to unrelated third parties, such as governmental authorities, in connection with tax returns we have prepared, or accountants, financial advisors, insurance agents or others in connection with either tax returns or tax planning.
Within this firm, we restrict access to your private personal information to those employees who need to know the information in order to provide legal services to you.
The foregoing federal laws and regulations do not supersede the attorney-client privilege or the confidentiality rules for information provided to attorneys. Attorney-client privilege and confidentiality are governed by federal and state statutes and the rules imposed on attorneys under state law and practice and ethics standards.
