Drexel University Counseling Center upholds ethical and legal standards of confidentiality. The Counseling Center creates a record of the care and services that a student receives from the Counseling ...

Management of financial records is an important element of fiscal responsibility. However, even a sophisticated investor may not have all of the records that she needs to establish the tax basis of ...

The AICPA Professional Ethics Executive Committee (PEEC) issued two new interpretations Wednesday — one related to clients’ records requests and another limiting firms’ ability to loan staff to attest ...

I'm looking to buy a small broker-dealer. The seller informed me that the clients have all transferred their accounts out (which is fine with me). However, it's my understanding that I have to retain ...

Commentary When It's Time to Clean Up: Creating a Law Firm Records Disposition Program A well-designed and carefully implemented law firm records disposition program can reduce the impact of potential ...

As the nation’s Baby Boomers retire, practice discontinuances and sales of all or part of CPA firms are on the rise. The rise in firm discontinuances and sales brings with it a host of practitioner ...

Creating a base of loyal clients and customers who come back to purchase goods and services after an initial purchase is essential for small businesses to be successful. Remembering who clients are ...

A study of 83 leading hospitals finds barriers to exercising your legal right. This is a Kaiser Health news story. Medical records can be hard for patients to get, even in this digital information age ...

Emily Putnam-Hornstein ([email protected]) is director of the Children’s Data Network, University of Southern California, in Los Angeles. Mark Ghaly is secretary of the California Health and Human ...