We collect nonpublic personal information about you from the following sources:
• Information we receive from you on applications, tax organizers, worksheets and other documents;
• Information about your transactions with us, our affiliates, or others;
• Information we collect from a consumer-reporting agency or other sources of public, “background” or informational databases.
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law. We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you.
OUR INTELLECTUAL PROPERTY
The materials used and displayed on the Site, including but not limited to text, software, photographs, graphics, illustrations and artwork, video, music and sound, and names, logos, trademarks, and service marks, are the property of NP ROSS GROUP or its affiliates or licensors and are protected by copyright, trademark, and other laws. Any such content may be used solely for your personal, non-commercial use. You agree not to modify, reproduce, retransmit, distribute, disseminate, sell, publish, broadcast or circulate any such material without the prior written permission of NP ROSS GROUP.
NP ROSS TRADEMARKS AND LOGOS
The terms “PPM Math,” “Be A Planner,” “Be A Planner.,” “Beaplanner.com,” “BE A PLANNER,” “BE A PLANNER.,” “BEAPLANNER.COM,” and other NP ROSS trademarks and services marks, and associated logos and all related names, logos, product and service names, designs and slogans are trademarks of NP ROSS GROUP. You may not use such marks without the prior written permission of NP ROSS GROUP. All other names, logos, product and service names, designs, and slogans on the Site are the trademarks of their respective owners.
LIMITATION OF LIABILITY
This website is designed to provide general information regarding the subject matter covered. It is not intended to serve as legal, tax, or other financial advice related to individual situations. Because each individual’s legal, tax, and financial situation is different, specific advice should be tailored to the particular circumstances. For this reason, you are advised to consult with your own attorney, CPA, and/or other advisors regarding your specific situation. The information and all accompanying material are for your use and convenience only. We have taken reasonable precautions in the preparation of this material and believe that the information presented in this material is accurate as of the date it was written. However, neither NATHAN ROSS, NP ROSS CPAS, NP ROSS CPAS PLLC, or NP ROSS ADVISORS LLC (collectively “NP ROSS”) assume responsibility for any errors or omissions. We collectively specifically disclaim any liability resulting from the use or application of the information contained herein. To ensure compliance with requirements imposed by the IRS, we inform you that any US federal tax advice contained in this communication (including any attachments, links etc.) is not intended or written to be used, and it cannot be used for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. Always seek advice based on your particular circumstances from an independent advisor. Any disclosure, copying, or distribution of this material, or the taking of any action based on it, is strictly prohibited.
FINALLY, NEITHER NP ROSS DOES NOT BECOME YOUR ACCOUNTANT, TAX ADVISOR, OR OTHER FINANCIAL PROFESSIONAL BECAUSE YOU MAY ACCESS ONE OF OUR WEBSITES, LISTEN/VIEW US ON A RADIO SHOW, PODCAST, WEBINAR OR AN IN-PERSON PRESENTATION, SEND/RECEIVE AN EMAIL TO/FROM US, OR CALL OUR OFFICE. A CLIENT RELATIONSHIP COMMENCES ONLY AFTER WE HAVE PROVIDED YOU WITH, AND ACKNOWLEDGED RECEIPT FROM YOU OF AN EXECUTED NP ROSS CLIENT SERVICES ENGAGEMENT LETTER.