Tips From the Pros: Estate Planning for Middle Rich Clients
Turney Berry wrote an article for WealthManagment.com about the important role advisors play when it…... Read More
Publications
CISA Discourages Use of App-Based, SMS and Voice MFAs and Encourages Phishing-Resistant MFAs
By: Kathie McDonald-McClure A best practice in securing sensitive data is to deploy Multi-Factor Authentication (MFA) to…... Read More
FTC Enforcement Action Against Company and CEO Provides Roadmap for Reasonable Data Security Measures
By: Kathie McDonald-McClure On October 24, 2022, the Federal Trade Commission (FTC) announced enforcement action against Drizly, an…... Read More
HHS Proposed Rule Aligns Regulation on Confidentiality of Substance Use Disorder Treatment Records with HIPAA
By: Kathie McDonald-McClure On November 28, 2022, the Secretary for the United States Department of…... Read More
New—and Vague—Incentives for Companies to Self-Report and Cooperate in DOJ Criminal Investigations
By: Matthew Palmer-Ball In September 2022, the U.S. Department of Justice (“DOJ”) announced new guidance…... Read More
U.S. Department of Justice Announces Additional Guidance in Corporate Prosecutions
By: Matthew Palmer-Ball The U.S. Department of Justice (“DOJ”) recently announced new guidance for federal…... Read More