Effective July 1, 2001, a new Federal Privacy Act went into effect. It is referred to as the
Gramm, Leach, Bliley Act. The law requires businesses such as insurance companies,
accounting and tax preparation firms, banks, brokerage firms, and others, to protect the
privacy of their customer’s personal information.

IRS CIRCULAR 230 Disclosure:  Under U.S. Treasury Department regulations, we are
required to inform you that, unless expressly indicated, any tax advice contained in this
email, or any attachment hereto, is not intended or written, to be used, and may not be used
to (a) avoid penalties imposed under the Internal Revenue Code (or applicable state or local
tax law provisions) or (b) promote, market, or recommend to another party any tax-related
matters addressed herein.
Ashwaubenon Tax Professionals