This nonauthoritative guidance provides examples and supplements the “Disclosure of Client Information to Third Parties” interpretation and the definition of confidential client information. The table is not all inclusive. Please be advised that federal, state or local statutes, rules or regulations concerning confidentiality of information in your possession, may be more restrictive than the requirements contained in the AICPA Code of Professional Conduct.
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Categories of information
May 13, 2013 · 136.1 KB Download
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