All members are expected to uphold the following responsibilities to maintain a professional and trusted community:
The following rules apply to all members to ensure a respectful, ethical, and professional environment:
Avoid sharing confidential client or third-party information without proper consent.
Avoid self-promotion, solicitation, or advertising outside designated channels.
Respect diversity of opinions; discrimination, harassment, or misconduct will not be tolerated.
Comply with all applicable laws and professional standards relevant to taxation and advisory practice.
Membership may be suspended or terminated if a member engages in conduct that violates the club’s standards, including but not limited to:
