Privacy
Your
financial and personal privacy is of prime importance to us.
As providers of financial services to you, we are committed
to maintaining the confidentiality of your personal financial
information, while still being able to provide you with the
professional service you have become accustomed. We have
described below the way that we deal with your personal information
in keeping with the professional standards of confidentiality
of our profession.
Sources of Nonpublic Personal Information We Collect
We collect nonpublic personal information about you that is
provided to us by you directly or indirectly:
- In
writing via regular mail, email or over the Internet.
- Verbally
via the phone or personal conferences.
- From
third parties, with your authorization.
- From
transactions with our affiliates or us.
Parties
to Whom We Disclose Information
We do not disclose any nonpublic personal information obtained
in the course of our practice except as required or permitted
by law.
Permitted disclosure of your nonpublic personal information
is restricted to employees and other parties who need to know
that information to assist us in providing services to you.
In all such situations, we stress the confidential nature of
information being shared and that they are bound either by our
professional standards of confidentiality or nondisclosure agreements
where applicable.
Protecting the Confidentiality and Security
of Nonpublic Information
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.
Your privacy, our professional ethics, and the ability to provide
you with quality financial services are very important to us.
Please contact us if you have any questions or concerns about
the confidentiality of your information.
Internal Revenue Service Required Disclaimer
Pursuant to Federal Regulations (contained in Treasury Department Circular No. 230) governing practice before the Internal Revenue Service, we are required to inform you that this written communication (including attachments and enclosures), unless otherwise expressly and specifically stated, does not meet the requirements needed to avoid tax or penalties. Therefore, please note that this communication was and is not intended or written by Rachlin LLP, or anyone else, to be used, and that it cannot be used by you or anyone else, for the purpose(s) of (i) avoidance or evasion of any tax or penalties, including, but not limited to, those imposed by the Internal Revenue Code, or (ii) promoting, marketing or recommending to any party any partnership or other entity, investment plan or arrangement, transaction(s), or tax related matters. This communication may not be forwarded (other than within the recipient to which it has been sent) without our express written consent.
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