Legal and Privacy Notices

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Legal and Privacy

DISCLAIMER
Baker Tilly Virchow Krause, LLP is a member of Baker Tilly International Limited. Each member firm of Baker Tilly International is a separate and independent legal entity. Baker Tilly International and its other members are not responsible or liable for any acts or omissions of Baker Tilly Virchow Krause, LLP. Baker Tilly Virchow Krause, LLP and its affiliates are not responsible or liable for any acts or omissions of any other member of Baker Tilly International. Baker Tilly International does not render any professional services and does not have an ownership or partnership interest in Baker Tilly Virchow Krause, LLP.

Baker Tilly International is an English company. Neither Baker Tilly International nor any other member firm has a right to exercise management control over any other member firm. Baker Tilly Virchow Krause, LLP is not Baker Tilly International’s agent and does not have authority to bind Baker Tilly International or act on Baker Tilly International’s behalf.

The user acknowledges that electronic communications, databases and Web sites are subject to errors, malfunctions, tampering and break-ins, or that use thereof may result in damages to the user's systems or operations. While Baker Tilly Virchow Krause, LLP ("we" "our") will implement reasonable precautions to attempt to prevent such occurrences, the user further acknowledges that Baker Tilly Virchow Krause, LLP does not guarantee such events will not take place and that we will not be held liable for any such occurrences. Baker Tilly Virchow Krause, LLP is not responsible for ensuring that any information or content downloaded from its Web site, or any other Web site accessed from Baker Tilly Virchow Krause, LLP’s Web site, does not contain any virus or other computer software code or subroutine designed to disable, erase, impair, or otherwise damage its systems, software or data, and the user shall indemnify, defend and hold Baker Tilly Virchow Krause, LLP and its subsidiaries harmless from any liability, claim, cost, or damage arising out of any third-party claim or suit caused by such virus or code or subroutine.

This material is for informational purposes only and should not be construed as financial or legal advice. Please seek guidance specific to your organization from qualified advisers in your jurisdiction.

PRIVACY NOTICE FOR BAKER TILLY VIRCHOW KRAUSE, LLP; BAKER TILLY VALUATION, LLC; CFS BAKER TILLY, LLC; CIVIC SYSTEMS, LLC; VALUED ADVISOR FUND, LLC.

Privacy Policy (effective June 1, 2009)
Baker Tilly Virchow Krause, LLP is a member of Baker Tilly International Limited. Each member firm of Baker Tilly International is a separate and independent legal entity. Baker Tilly International and its other members are not responsible or liable for any acts or omissions of Baker Tilly Virchow Krause, LLP. Baker Tilly Virchow Krause, LLP and its affiliates are not responsible or liable for any acts or omissions of any other member of Baker Tilly International. Baker Tilly International does not render any professional services and does not have an ownership or partnership interest in Baker Tilly Virchow Krause, LLP.

Baker Tilly International is an English company. Neither Baker Tilly International nor any other member firm has a right to exercise management control over any other member firm. Baker Tilly Virchow Krause, LLP is not Baker Tilly International’s agent and does not have the authority to bind Baker Tilly International or act on Baker Tilly International’s behalf.

This statement sets forth our privacy statement for the Baker Tilly Virchow Krause, LLP website. This policy outlines the practices we follow to protect the privacy of all visitors. The following is a list of Baker Tilly Virchow Krause, LLP subsidiaries to which this policy applies:

Baker Tilly Valuation, LLC
CFS Baker Tilly, LLC
Civic Systems, LLC
Valued Advisor Fund, LLC

Baker Tilly Virchow Krause, LLP is committed to protecting the confidentiality and security of your personal information. We strongly believe in protecting your privacy. We recognize that your information is valuable and we take all reasonable measures to protect your information while it is in our care. By accessing this site, you acknowledge, fully understand, and consent to the data collection and use practices described herein.

Please be aware that this site contains links to other sites, which are not governed by this privacy policy.

If at any time you require further information about our Privacy Policy, please contact us at cpa@bakertilly.com.

Baker Tilly Virchow Krause, LLP reserves the right to update and/or modify this privacy statement at any time and for any reason.

Data Collection
As a visitor, you are not required to submit any personally identifiable information in order to use the Baker Tilly Virchow Krause, LLP website. We collect personally identifiable information that is voluntarily provided by visitors to our website. Personally identifiable information may consist of, but is not limited to, your name, current job title, company address, email address, telephone and fax numbers, and any other information provided by visitors in email messages or attachments thereto.

As a general rule, we will not seek to collect any sensitive information (e.g. data related to race or ethnic origin, religious beliefs, physical or mental health, criminal record, or sexual orientation) through our website.

Event Registration
If you register for an event with Baker Tilly Virchow Krause, LLP, we will use the registration information that you submit to process your request and send you additional information about the event. For online seminars, we may require your email address to provide you with login information. In addition, we may contact you about future events that may be of interest to you.

Newsletter Subscription
If you subscribe to a newsletter from Baker Tilly Virchow Krause, LLP, we will use the registration information that you submit to send you the newsletter(s) you request. We may also e-mail or mail you messages and other newsletters containing information which we believe may be of interest to you. If we contract with a third party to deliver the e-mails, we will share registration information with that party only for the purposes of delivering the e-mail. Instructions for unsubscribing will be included on the newsletter's web page.

Use of Data
It is Baker Tilly Virchow Krause, LLP’s policy that the information obtained from its website is to be used for internal business purposes of Baker Tilly Virchow Krause, LLP.

Pursuant to regulations under Internal Revenue Code (IRC) Section 7216, issued by the U.S. Treasury Department, except where permitted by law, we are prohibited from using any information that we obtain from you in connection with the preparation of your tax returns, for any purpose other than to prepare your tax return(s), without your consent.

Disclosure of Information
As a general rule, Baker Tilly Virchow Krause, LLP does not disclose your personal information to anyone except as necessary to respond to an inquiry or provide requested services. However, to the extent permitted by law, certain information about you may be disclosed in the following situations:

As required by law through subpoena, search warrant, discovery request, summons, or other legal process
When explicitly requested by you
To provide information to subsidiaries of the firm who perform services or functions for us in conjunction with any requests or inquiries made by you
To provide information to nonaffiliated third parties who assist us in providing services to you, such as CCH Incorporated, the vendor providing us with our tax compliance software, ProSystem fx Tax

Security
At Baker Tilly Virchow Krause, LLP we believe strongly in protecting the confidentiality and security of information. Our employees are required to protect the confidentiality of information and comply with our established procedures. We also maintain physical, electronic, and procedural safeguards to protect information which comply with all applicable laws.

Opt-Out Policy
If you prefer that we not share your nonpublic personal information (except in those circumstances described above that are permitted or required by law), or for questions or concerns, please contact us at 800.362.7301 or cpa@bakertilly.com.

PRIVACY NOTICE FOR BAKER TILLY CAPITAL, LLC AND BAKER TILLY INVESTMENT ADVISORS, LLC.

Baker Tilly International is an English company. Neither Baker Tilly International nor any other member firm has a right to exercise management control over any other member firm. Baker Tilly Virchow Krause, LLP is not Baker Tilly International’s agent and does not have the authority to bind Baker Tilly International or act on Baker Tilly International’s behalf.

Below is the privacy notice information specific to clients of the following Baker Tilly Virchow Krause, LLP subsidiaries:

Baker Tilly Capital, LLC
Baker Tilly Investment Advisors, LLC

Baker Tilly Virchow Krause, LLP is committed to protecting the confidentiality and security of your personal information. We strongly believe in protecting your privacy. We want you to know about the information we collect and how we use it. This notice describes our policies and practices regarding the collection and disclosure of personal information by Baker Tilly Capital, LLC and Baker Tilly Investment Advisors, LLC. It is for your information and does not require a response.

Collection of Information
Providing you with the best products and services based on your specific needs is our goal at Baker Tilly Virchow Krause, LLP. In order to assist you, we collect and use various types of information. The information we collect includes the following:

Information we receive directly from you. Applications, tax organizers, trial balances, and other forms provide information for use in connection with our products and services - such as your name, address, social security number, assets, and income.
Information collected from your transactions with us, our companies, or others - account balances, payment history, or parties to a transaction.

To help the government fight the funding of terrorism and money laundering activities, federal law requires financial institutions to obtain, verify, and record information that identifies each person who opens an account. We may collect, for example, information such as your name, address, and date of birth as well as other personal and financial information. We may also collect information to confirm your identity.

Disclosure of Information
Disclosure of Information to Non-Affiliated Third Parties
We treat all information in a confidential manner. In the course of conducting our business there are circumstances where we may disclose information we have about you to third parties. These disclosures are made only as permitted by law. Whenever we hire other parties to help us conduct our business, we require them to maintain the confidentiality of your personal information and abide by all applicable privacy laws. We do not authorize them to use or disclose your personal information for any purpose other than the work they are performing on our behalf or as permitted by law. Permitted disclosures include third parties who assist us in providing services to you.

Disclosure of Information to Baker Tilly Virchow Krause, LLP Subsidiaries
In order to provide greater convenience and help you learn more about products and services that may be of value to you, we may share your information with our subsidiaries. We will use your information only to provide the services requested of them.

Disclosure of Information about Former Clients
We will continue to follow this policy regarding personal information with all former clients.

Confidentiality & Security
Our Baker Tilly Virchow Krause, LLP Subsidiaries believe strongly in protecting the confidentiality and security of information. Our employees are required to protect the confidentiality of information and comply with our established procedures. We restrict access to personal information to those employees who require it to provide you with products and services. We also maintain physical, electronic, and procedural safeguards to protect information which comply with all applicable laws.

LEGAL NOTICES

Unless otherwise indicated, this Web site and its contents, including but not limited to all text, HTML code, scripts, graphics, images, site design and "look and feel," are the property of Baker Tilly Virchow Krause, LLP and are protected pursuant to U.S. and foreign copyright and trademark laws.

Baker Tilly Virchow Krause, LLP is a member of Baker Tilly International Limited. Each member firm of Baker Tilly International is a separate and independent legal entity. Baker Tilly International and its other members are not responsible or liable for any acts or omissions of Baker Tilly Virchow Krause, LLP. Baker Tilly Virchow Krause, LLP and its affiliates are not responsible or liable for any acts or omissions of any other member of Baker Tilly International. Baker Tilly International does not render any professional services and does not have an ownership or partnership interest in Baker Tilly Virchow Krause, LLP.

Baker Tilly International is an English company. Neither Baker Tilly International nor any other member firm has a right to exercise management control over any other member firm. Baker Tilly Virchow Krause, LLP is not Baker Tilly International’s agent and does not have the authority to bind Baker Tilly International or act on Baker Tilly International’s behalf.

Baker Tilly Capital, LLC; Baker Tilly Investment Advisors, LLC; Baker Tilly Valuation, LLC; CFS Baker Tilly, LLC; Civic Systems, LLC; and Valued Advisor Fund, LLC are subsidiaries of Baker Tilly Virchow Krause, LLP. Baker Tilly Virchow Krause, LLP reserves its rights in the use of business entity names, "Baker Tilly" and symbols, and logos as they may be used in connection with Baker Tilly Virchow Krause, LLP, any of its subsidiaries, and this Website, including any trademark or trade name rights that exist currently or that may be subsequently obtained. Baker Tilly Virchow Krause, LLP does not authorize the use of these trademarks, symbols, or logos without prior express written consent.

Baker Tilly Virchow Krause, LLP has a business continuity plan in place to address any interruption of our daily operations. This plan is reviewed annually, is subject to modification, and is promptly updated when warranted. Baker Tilly Virchow Krause, LLP is not providing specific details of its business continuity plan due to confidential information and to assure security of an effective plan of recovery. We value the importance of quick recovery and our clients can access this web site to get the latest information in the event of a disruption.

By accessing this Web site, you agree to the following terms and conditions, which govern this Web site: Access to this website and the information provided shall not confer, by implication, estoppel, or otherwise, any license or right to any copyright, patent, trademark or other proprietary interest of Baker Tilly Virchow Krause, LLP or any third party. This Web site and the material on this Web site may not be modified, copied, distributed, republished, downloaded, uploaded or commercially exploited in any manner without the prior written consent of Baker Tilly Virchow Krause, LLP, except under the terms stated herein. Where indicated, the use, download, reproduction, display or reprint, of material require prior permission from Baker Tilly Virchow Krause, LLP and/or other copyright owner. If a prior permission requirement is not indicated in a copyright notice, you are permitted to download a copy of any of the materials on this Web site on a single computer for personal noncommercial use, provided no copyright, trademark or other proprietary notices are removed.

Any information obtained from other sites, accessed via links from this website are subject to the terms and conditions of such other sites, and Baker Tilly Virchow Krause, LLP disclaims any and all liability relating to, arising out of, or in connection with the accessing of other sites through this website.

The information on this Web site is provided solely for illustrative purposes and does not create any business, contractual or employment relationship.

THE MATERIAL ON THIS WEB SITE IS PROVIDED 'AS IS' AND IS WITHOUT WARRANTY OF ANY KIND. BAKER TILLY VIRCHOW KRAUSE, LLP DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED WITH RESPECT TO THIS WEB SITE AND THE MATERIAL ON THIS WEB SITE. BAKER TILLY VIRCHOW KRAUSE, LLP ALSO MAKES NO REPRESENTATIONS OR WARRANTIES AS TO WHETHER THE INFORMATION ACCESSIBLE ON THIS WEB SITE IS ACCURATE, COMPLETE OR CURRENT.

TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAWS, IN NO EVENT SHALL BAKER TILLY VIRCHOW KRAUSE, LLP BE LIABLE FOR ANY DAMAGES OF ANY KIND (INCLUDING CLAIMS OF BAKER TILLY VIRCHOW KRAUSE, LLP’S OWN NEGLIGENCE), INCLUDING WITHOUT LIMITATION ANY COMPENSATORY, INCIDENTAL, DIRECT, INDIRECT, SPECIAL, PUNITIVE, OR CONSEQUENTIAL DAMAGES, LOSS OF USE, LOSS OF DATA, LOSS CAUSED BY VIRUS, LOSS OF INCOME OR PROFIT, LOSS OF OR DAMAGE TO PROPERTY, CLAIMS OF THIRD PARTIES, OR OTHER LOSSES OF ANY KIND OR CHARACTER, EVEN IF BAKER TILLY VIRCHOW KRAUSE, LLP HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES OR LOSSES, ARISING OUT OF OR IN CONNECTION WITH THIS WEB SITE OR THE CONTENTS OF THIS WEB SITE.

The posting of any content or material to this Web site and the creation of a link from this Web site to any other Web site are expressly prohibited without the prior written consent of Baker Tilly Virchow Krause, LLP. Baker Tilly Virchow Krause, LLP does not regularly review materials on Web sites linked to this Web site and no judgment, warranty, or endorsement is made with respect to such websites or services.

The information provided on this web site is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Any use you make of the information provided on this site, or any site or service linked to by this site, is at your own risk.

Baker Tilly Virchow Krause, LLP reserves the right to change these terms and conditions at any time by updating this posting. Use of this Web site following any such changes shall constitute acceptance of such changes.

Unless otherwise noted, all information on this site is the property of Baker Tilly Virchow Krause, LLP. Unauthorized use will be subject to legal action. Permission to reproduce any copyrighted information may be obtained by contacting Baker Tilly Virchow Krause, LLP at 800.362.7301 or cpa@bakertilly.com.

CHOICE OF LAW / Jurisdiction: Baker Tilly Virchow Krause, LLP maintains this site in Illinois and you agree that these terms of use and any legal action or proceeding relating to this site shall be governed by the laws of the State of Illinois without reference to its choice of law rules. It is further agreed that all disputes arising out of, relating to, or in connection with or incident to your use of the website, shall be litigated if at all before the United States District Court for Illinois and as to lawsuits where the Federal Courts lack jurisdiction, before a court in Illinois to the exclusion of the Courts of any other county, state, or country.