Your use of this web site is subject to the following terms and conditions. By accessing this web site, you acknowledge that you have read and accept these terms and conditions.
These materials have been prepared by WISS & Company, LLP for informational purposes only. You should not act upon this information without seeking advice from a Certified Public Accounting firm licensed in your own state or country. Do not send us confidential information until you speak with one of our accountants and receive our authorization to send that information to us.
Wiss Private Client Advisors, LLC (“Wiss”) is a Registered Investment Advisor. Wiss provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Registration with the SEC or a state does not imply a certain level of skill or training.
Links to Third-Party Resources: Third-party resources that can be accessed with hypertext links from this web site are not under the control of WISS & Company, LLP, and the Firm is not responsible for the contents of any of these third-party resources. The third-party hypertext links presented on this site are provided for your convenience only. The inclusion of any link on this site does not imply any recommendation, approval or endorsement of that site by WISS & Company, LLP.
This web site, and all information available on or accessed through this site, is provided “as is.” WISS & Company, LLP makes no warranties, representations, or claims of any kind concerning the information presented on or through this site.
Circular 230 Disclosure: To ensure our compliance with certain U.S. Internal Revenue Service regulations, we inform you that, unless expressly stated otherwise, any advice in this web site relating to U.S. federal taxes is not intended or written to be used, and cannot be used, by any person for the purpose of avoiding any tax penalties that may be imposed by the Internal Revenue Service.
Your use of this web site is at your own risk. The materials presented on this site may not reflect the most current accounting guidelines. These materials may be changed, improved, or updated without notice. WISS & Company, LLP is not responsible for any errors or omissions in the content of this site or for damages arising from the use or performance of this site under any circumstances.
Updated May 2019
Effective Date: May 15, 2019
We do. Under the GDPR, we are known as the “Controller” of the Personal Data that you provide to us. We collect information from you on the Website, and we are responsible for protection of your information.
A. Requested Information. On various pages on the Website, we may request specific PII about you in order to register you for an account to use our Services, add you to our email list, or fulfill your requests for information. You may choose not to provide your PII, but then you might not be able to take advantage of some of the features of our Website and Services. We only collect basic personal data about you that does not include any special types of information (e.g., health-related) as defined in the GDPR. The types of personal information we collect and save include:
B. Aggregate Information. We may also collect anonymous, non-identifying and aggregate information such as the type of browser you are using, device type, the operating system you are using, and the domain name of your Internet service provider.
We need to collect your personal information so that we can respond to your requests for information and demonstrations, add you to our emailing lists, and process your requests for access to our Services. We also collect aggregate information to help us better design the Website. We collect log information for monitoring purposes to help us to diagnose problems with our servers, administer the Website, calculate usage levels, and otherwise provide services to you.
A. We use the PII you provide for the purposes for which you have submitted it. We may also email you several times after your inquiry in order to follow up on your interest, and ensure that we have answered you to your satisfaction. We do this based on our legitimate interest in providing accurate information prior to a transaction. Our uses of your PII include:
Responding To Your Inquiries and Fulfilling Your Requests. We may use your PII to respond to your inquiries and to fulfill your requests for information.
B. We may use anonymous information that we collect to improve the design and content of our Website, and to enable us to personalize your Internet experience. We also may use this information in the aggregate to analyze how our Website is used, analyze industry trends, as well as to offer you programs or services.
C. We do not use the information you provide to make any automated decisions that might affect you.
A. In general, we will not share your personal information except: (a) for the purposes for which you provided it; (b) with your consent; (c) as may be required by law (e.g., in response to a court order or subpoena, or in response to a law enforcement agency request); (d) as we think necessary to protect our organization or others from injury (e.g., when we believe that someone is causing, or is about to cause, injury to or interference with the rights or property of another); or (e) on a confidential basis with persons or organizations with whom we contract to carry out internal site operations or as necessary to render the Services. With your knowledge and consent, we may share your personal information with our service providers and business partners. We may also share aggregate information with others, including affiliated and non-affiliated organizations. Finally, we may transfer your personal information to our successor-in-interest in the event of an acquisition, sale, merger or bankruptcy.
C. Wiss is certified through the Privacy Shield program administered by the U.S. Department of Commerce, a mechanism that enables participating companies to meet the EU requirements for transferring Personal Data to third countries. Generally, when Wiss receives Personal Data of an EU resident under the Privacy Shield and transfers that Personal Data either to a third party acting as a controller or to a third party acting as an agent, Wiss does so under the terms of a contract with the controller or the agent that specifies requirements for treatment of such Personal Data. Any Wiss contract with a third-party controller receiving Personal Data of EU residents provides for the same level of protection as is available under the Privacy Shield. When Wiss transfers Personal Data of EU residents to a third party acting as an agent, it: (i) transfers such Personal Data only for limited and specified purposes; (ii) ascertains that the agent is obligated to provide at least the same level of privacy protection as is required by the Privacy Shield Principles; (iii) takes reasonable and appropriate steps to ensure that the agent effectively processes the Personal Data transferred in a manner consistent with Wiss’ obligations under the Privacy Shield Principles; (iv) requires the agent to notify Wiss if it makes a determination that it can no longer meet its obligation to provide the same level of protection as is required by the Privacy Shield Principles; (v) upon notice, including under (iv), takes reasonable and appropriate steps to stop and remediate unauthorized processing of the Personal Data; and (vi) provides a summary or a representative copy of the relevant privacy provisions of its contract with that agent to the U.S. Department of Commerce upon request. Wiss shall remain liable under the Principles if its agent processes such personal information in a manner inconsistent with the Principles, unless Wiss establishes that it is not responsible for the inappropriate conduct.
You may elect to share certain personal information with individuals or with the public via your use of the Website. In this case, you will control such sharing via settings that we provide. For example, the Website may make it possible for you to publicly share information via social media such as Facebook or Twitter. Be aware that when you choose to share information with friends, public officials, or with the public at large, you may be disclosing sensitive information, or information from which sensitive information can be inferred. Always use caution when sharing information through the Website. You understand and agree that we are not responsible for any consequences of your sharing of information through and beyond the Website.
A. After registering for an account on the Website, you may log-in to the account and edit your personal information in your profile. For instructions on how you can further access your personal information that we have collected, or how to correct errors in such information, please send an e-mail to firstname.lastname@example.org. We will also promptly stop using your information and remove it from our servers and database at any time upon your e-mail request. To protect your privacy and security, we will take reasonable steps to help verify your identity before granting access, making corrections or removing your information.
B. If we are processing your Personal Data for reasons of consent or to fulfil a contract, you can ask us to give you a copy of the information in a machine-readable format so that you can transfer it to another provider.
C. You may “opt out” of having your Personal Data used for direct marketing. For that purpose, Wiss participates in the Direct Marketing Association’s Mail Preference Service, a service that provides a coordinated “opt out” program that can be accessed at www.dmachoice.thedma.org. If it is impracticable for you to “opt out” of having your Personal Data used for direct marketing in advance, you may advise Wiss by e-mail at email@example.com that you decline to receive any further direct marketing communications and we will comply with your wishes.
D. If you have a complaint about our use of your information, we would prefer you to contact us directly in the first instance so that we can address your complaint. You may also, however, contact the UK Information Commissioner’s Office via their website at www.ico.org.uk/concerns.
E. You may, under certain circumstances, invoke binding arbitration for complaints regarding Privacy Shield compliance not resolved by any of the other Privacy Shield mechanisms. The following link provides additional information: www.privacyshield.gov/article?id=ANNEX-I-introduction.
A. After receiving your personal information, we will store it on our Website systems for future use. We have physical, electronic, and managerial procedures in place to safeguard and help prevent unauthorized access, maintain data security, and correctly use the information we collect. Unfortunately, no data transmission or data storage solution can ever be completely secure. As a result, although we take industry-standard steps to protect your information (e.g., strong encryption), we cannot ensure or warrant the security of any information you transmit to or receive from us or that we store on our or our service providers’ systems.
B. If you are visiting the Website from outside of the USA, you understand that your connection will be through and to servers located in the USA, and the information you provide will be securely stored in our web servers and internal systems located within the USA.
C. We store personal information for as long as reasonably required for its purpose. We generally delete your account information when you or we delete your account. We may, however, store information longer for legitimate business reasons (for example, personal information may remain in backups for a reasonable period of time), or as legally required. We keep inquiry emails for three (3) years, after which the emails are securely archived and kept for no longer than seven (7) years, when we delete them. We keep Customer Relationship Management (“CRM”) records for no longer than seven (7) years after the last contact with you. In general, after seven (7) years without contact with you, we will remove your information from our systems. Otherwise, we store your personal information until you request us to remove it from our servers. We store our logs and other technical records indefinitely.
A. To enhance your online experience with us, our web pages may presently or in the future use “cookies.” Cookies are text files that our web server may place on your hard disk to store your preferences. We may use session, persistent, first-party and third-party cookies. Cookies, by themselves, do not tell us your e-mail address or other PII unless you choose to provide this information to us. Once you choose to provide PII, however, this information may be linked to the data stored in a cookie. You can set your browser to notify you when you receive a cookie, providing you with as much control as you wish as to the decision to accept/reject the cookie, and deletion of the cookie upon leaving our Website. Please note, however, that if your browser does not accept cookies, you may not be able to take advantage of all of the features of our Website.
C. We or our service providers may also use “pixel tags,” “web beacons,” “clear GIFs,” “embedded links” and other commonly-used information-gathering tools in connection with some Website pages and HTML-formatted email messages. We use these tools for such purposes as compiling aggregate statistics about Website usage and response rates. A pixel tag is an electronic image (often a single pixel), that is ordinarily not visible to website visitors, and may be associated with cookies on visitors’ hard drives. Pixel tags allow us and our service providers to count users who have visited certain pages of the Website, to deliver customized services, and to help determine the effectiveness of our Website and Services. When used in HTML-formatted email messages, pixel tags can inform the sender of the email whether and when the email has been opened.
D. As you use the Internet, you leave a trail of electronic information at each website you visit. This information, which is sometimes referred to as “clickstream data”, can be collected and stored by a website’s server. Clickstream data can reveal the type of computer and browsing software you use and the address of the website from which you linked to the Website. We may use clickstream data as a form of non-PII to determine how much time visitors spend on each page of our Website, how visitors navigate through the Website, and how we may tailor our web pages to better meet the needs of visitors. We will only use this information to improve our Website.
E. At this time, the Website and Services do not specifically respond to do-not-track signals.
We provide links to certain third party websites that you may click-on from our Website. Please check the privacy policies of these other websites to learn how they collect, use, store and share information that you may submit to them or that they collect.
We do not knowingly collect any information from any minors, and we comply with all applicable privacy laws including the GDPR, USA Children’s Online Privacy Protection Act (“COPPA”) and associated Federal Trade Commission (“FTC”) rules for collecting personal information from minors. Please see the FTC’s website (www.ftc.gov) for more information. Our Website will not knowingly accept personal information from anyone under 13 years old in violation of applicable laws, without consent of a parent or guardian. In the event that we discover that a child under the age of 13 has provided PII to us without parental consent, we will make efforts to delete the child’s information in accordance with the COPPA. If you have concerns about this Website or its Services, wish to find out if your child has accessed our Services, or wish to remove your child’s personal information from our servers, please contact us at firstname.lastname@example.org.
California law allows California residents to request information regarding our disclosures in the prior calendar year, if any, of their PII to third parties. To make such a request, please contact us at email@example.com. Please include enough detail for us to locate your file; at a minimum, your name, email and username, if any. We will attempt to provide you with the requested information within thirty (30) days of receipt. We reserve our right not to respond to requests sent more than once in a calendar year, or requests submitted to an address other than the one posted in this notice. Please note that this law does not cover all information sharing. Our disclosure only includes information covered by the law.
Copyright ©Wiss. All rights reserved. The Website is protected by United States and international copyright, trademark, and other applicable laws. This includes the content, appearance, and design of the Website, as well as the trademarks, product names, graphics, logos, service names, slogans, colors, and designs.