Bloomberg BNA Insight: Confidentiality in Tax Practice

Last week, Bloomberg BNA published my article, "Confidentiality in Tax Practice," as a BNA Insight.  The article offers a brief synopsis of the ethical and regulatory requirements CPAs should be mindful of in their tax practice, including:

  • FTC's safeguards rule
  • Whistle-blowing
  • Outsourced tax preparers
  • Obligations to clients under the AICPA Code