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Website Privacy Policy

Effective: February 7, 2022

Thanks for visiting our website. Our mission is to create a web based experience
that makes it easier for us to work together. Here we describe how we collect,
use, and handle your personal information when you use our websites, software,
and services (“Services”).

What & Why

We collect and use the following information to provide, improve, and protect
our Services:

Account information. We collect, and associate with your account, the
information you provide to us when you do things such as sign up for your
account, opt-in to our client newsletter or request an appointment (like your
name, email address, phone number, and physical address). Some of our Services
let you access your accounts and your information via other service providers.

Your Stuff. Our Services are designed to make it simple for you to store your
files, documents, comments, messages, and so on (“Your Stuff”), collaborate with
others, and work across multiple devices. To make that possible, we store,
process, and transmit Your Stuff as well as information related to it. This
related information includes your profile information that makes it easier to
collaborate and share Your Stuff with others, as well as things like the size of
the file, the time it was uploaded, collaborators, and usage activity. Our
Services provide you with different options for sharing Your Stuff.

Contacts. You may choose to give us access to your contacts (spouse or other
company staff) to make it easy for you to do things like share and collaborate
on Your Stuff, send messages, and invite others to use the Services. If you do,
we’ll store those contacts on our servers for you to use.

Usage information. We collect information related to how you use the Services,
including actions you take in your account (like sharing, viewing, and moving
files or folders). We use this information to improve our Services, develop new
services and features, and protect our users.

Device information. We also collect information from and about the devices you
use to access the Services. This includes things like IP addresses, the type of
browser and device you use, the web page you visited before coming to our sites,
and identifiers associated with your devices. Your devices (depending on their
settings) may also transmit location information to the Services.

Cookies and other technologies. We use technologies like cookies to provide,
improve, protect, and promote our Services. For example, cookies help us with
things like remembering your username for your next visit, understanding how you
are interacting with our Services, and improving them based on that information.
You can set your browser to not accept cookies, but this may limit your ability
to use the Services.

Marketing. We give users the option to use some of our Services free of charge.
These free Services are made possible by the fact that some users upgrade to one
of our paid Services. If you register for our free Services, we will, from time
to time, send you information about the firm or tax and accounting tips when
permissible. Users who receive these marketing materials can opt out at any
time. If you do not want to receive marketing materials from us, simply click
the ‘unsubscribe’ link in any email.

We sometimes contact people who do not have an account. For recipients in the
EU, we or a third party will obtain consent before contacting you. If you
receive an email and no longer wish to be contacted by us, you can unsubscribe
and remove yourself from our contact list via the message itself.

Bases for processing your data. We collect and use the personal data described
above in order to provide you with the Services in a reliable and secure manner.
We also collect and use personal data for our legitimate business needs. To the
extent we process your personal data for other purposes, we ask for your consent
in advance or require that our partners obtain such consent.

With Whom

We may share information as discussed below, but we won’t sell it to advertisers
or other third parties.

Others working for and with Us. We use certain trusted third parties (for
example, providers of customer support, eSign and IT services) to help us
provide, improve, protect, and promote our Services. These third parties will
access your information only to perform tasks on our behalf in compliance with
this Privacy Policy, and we’ll remain responsible for their handling of your
information per our instructions. For a list of trusted third parties that we
use to process your personal information, please see our third party vendors
below.

Other users. Our Services display information like your name, profile picture,
device, and email address to other users in places like your user profile and
sharing notifications. You can also share Your Stuff with other users if you
choose. When you register your account with an email address on a domain owned
by your employer or organization, we may help collaborators and administrators
find you and your team by making some of your basic information—like your name,
team name, profile picture, and email address—visible to other users on the same
domain. This helps you sync up with teams you can join and helps other users
share files and folders with you. Certain features let you make additional
information available to others.

Team Admins. If you are a user of a team, your administrator may have the
ability to access and control your team account. Please refer to your
organization’s internal policies if you have questions about this. If you are
not a team user but interact with a team user (by, for example, joining a shared
folder or accessing stuff shared by that user), members of that organization may
be able to view the name, email address, profile picture, and IP address that
was associated with your account at the time of that interaction.

Law & Order and the Public Interest. We may disclose your information to third
parties if we determine that such disclosure is reasonably necessary to: (a)
comply with any applicable law, regulation, legal process, or appropriate
government request; (b) protect any person from death or serious bodily injury;
(c) prevent fraud or abuse of our platform or our users; (d) protect our rights,
property, safety, or interest; or (e) perform a task carried out in the public
interest.

Stewardship of your data is critical to us and a responsibility that we embrace.
We believe that your data should receive the same legal protections regardless
of whether it’s stored on our Services or on your home computer’s hard drive.
We’ll abide by Government Request Policies when receiving, scrutinizing, and
responding to government requests (including national security requests) for
your data:


• Be transparent,
• Fight blanket requests,
• Protect all users, and
• Provide trusted services.

How

Security. We have a team dedicated to keeping your information secure and
testing for vulnerabilities. We also continue to work on features to keep your
information safe in addition to things like blocking repeated login attempts,
encryption of files at rest, and alerts when new devices and apps are linked to
your account. We deploy automated technologies to detect abusive behavior and
content that may harm our Services, you, or other users.

User Controls. You can access, amend, download, and delete your personal
information by logging into your account.

Retention. When you sign up for an account with us, we’ll retain information you
store on our Services for as long as your account is in existence or as long as
we need it to provide you the Services. If you delete your account, we will
initiate deletion of this information after 30 days. But please note: (1) there
might be some latency in deleting this information from our servers and back-up
storage; and (2) we may retain this information if necessary to comply with our
legal obligations, resolve disputes, or enforce our agreements.

Where

Around the world. To provide you with the Services, we may store, process, and
transmit information in the United States and locations around the
world—including those outside your country. Information may also be stored
locally on the devices you use to access the Services.

EU-U.S. Privacy Shield and Swiss-U.S. Privacy Shield. When transferring data
from the European Union, the European Economic Area, and Switzerland, We rely
upon a variety of legal mechanisms, including contracts with our customers and
affiliates. We comply with the EU-U.S. and Swiss–U.S. Privacy Shield Frameworks
as set forth by the U.S. Department of Commerce regarding the collection, use,
and retention of personal information transferred from the European Union, the
European Economic Area, and Switzerland to the United States.

We are subject to oversight by the U.S. Federal Trade Commission. JAMS is the
US-based independent organization responsible for reviewing and resolving
complaints about our Privacy Shield compliance—free of charge to you. We ask
that you first submit any such complaints directly to us via
privacy@CountingWorks.com. If you aren’t satisfied with our response, please
contact JAMS at https://www.jamsadr.com/eu-us-privacy-shield. In the event your
concern still isn’t addressed by JAMS, you may be entitled to a binding
arbitration under Privacy Shield and its principles.

Changes

If we are involved in a reorganization, merger, acquisition, or sale of our
assets, your information may be transferred as part of that deal.

We may revise this Privacy Policy from time to time, and will post the most
current version on our website. If a revision meaningfully reduces your rights,
we will notify you.

Your Right to Control and Access Your Information

You have control over your personal information and how it is collected, used,
and shared. For example, you have a right to:


• Erase or delete all or some of Your Stuff in your portal account.
• Change or correct personal data. You can manage your account and the content
contained in it, as well as edit some of your personal data, through your portal
account setting.
• Access and take your data. You can download a copy of Your Stuff in a machine
readable format by visiting the portal.

Contact

Your personal information is controlled by CountingWorks, Inc. Have questions or
concerns about CountingWorks, our Services, and privacy? Contact our Data
Protection Officer at privacy@CountingWorks.com. If they can’t answer your
question, you have the right to contact your local data protection supervisory
authority.

Third Party Vendors

Box.com
HelloSign
Google
Rackspace
DialogTech
Wufoo.com
Sendgrid
Twilio
Plausible
Amazon Web Services
Yext
MailGun
Bright Local
TransUnion

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Terms of Service
Effective: February 7, 2022

Thanks for using our services! These terms of service (“Terms”) cover your use
and access to our services, client software and websites ("Services"). We use
CountingWorks, Inc. as our technology platform to enable us to provide our
services in a secure environment. By using our Services, you’re agreeing to be
bound by these Terms, and our Privacy Policy. If you’re using our Services for
an organization, you’re agreeing to these Terms on behalf of that organization.

Your Stuff & Your Permissions

When you use our Services, you provide us with things like your files, content,
messages, contacts, and so on (“Your Stuff”). Your Stuff is yours. These Terms
don’t give us any rights to Your Stuff except for the limited rights that enable
us to offer the Services.

We need your permission to do things like hosting Your Stuff, backing it up, and
sharing it when you ask us to. Our Services also provide you with features like
eSign, file sharing, email newsletters, appointment setting and more. These and
other features may require our systems to access, store, and scan Your Stuff.
You give us permission to do those things, and this permission extends to our
affiliates and trusted third parties we work with.

Sharing Your Stuff

Our Services let you share Your Stuff with others, so please think carefully
about what you share.

Your Responsibilities

You’re responsible for your conduct. Your Stuff and you must comply with
applicable laws. Content in the Services may be protected by others’
intellectual property rights. Please don’t copy, upload, download, or share
content unless you have the right to do so. We may review your conduct and
content for compliance with these Terms. With that said, we have no obligation
to do so. We aren’t responsible for the content people post and share via the
Services.

Help us keep you informed and Your Stuff protected. Safeguard your password to
the Services, and keep your account information current. Don’t share your
account credentials or give others access to your account.

You may use our Services only as permitted by applicable law, including export
control laws and regulations. Finally, to use our Services, you must be at least
13, or in some cases, even older. If you live in France, Germany, or the
Netherlands, you must be at least 16. Please check your local law for the age of
digital consent. If you don’t meet these age requirements, you may not use the
Services.

Software

Some of our Services allow you to download client software (“Software”) which
may update automatically. So long as you comply with these Terms, we give you a
limited, nonexclusive, nontransferable, revocable license to use the Software,
solely to access the Services. To the extent any component of the Software may
be offered under an open source license, we’ll make that license available to
you and the provisions of that license may expressly override some of these
Terms. Unless the following restrictions are prohibited by law, you agree not to
reverse engineer or decompile the Services, attempt to do so, or assist anyone
in doing so.

Beta Services

We sometimes release products and features that we are still testing and
evaluating. Those Services have been marked beta, preview, early access, or
evaluation (or with words or phrases with similar meanings) and may not be as
reliable as other non-beta services, so please keep that in mind.

Our Stuff

The Services are protected by copyright, trademark, and other US and foreign
laws. These Terms don’t grant you any right, title, or interest in the Services,
others’ content in the Services, CountingWorks and our trademarks, logos and
other brand features. We welcome feedback, but note that we may use comments or
suggestions without any obligation to you.

Copyright

We respect the intellectual property of others and ask that you do too. We
respond to notices of alleged copyright infringement if they comply with the
law, and such notices should be reported to legal@CountingWorks.com. We reserve
the right to delete or disable content alleged to be infringing and terminate
accounts of repeat infringers. Our designated agent for notice of alleged
copyright infringement on the Services is:

Copyright Agent
CountingWorks, Inc.
2549 Eastbluff Drive #448
Newport Beach, CA 92660
legal@CountingWorks.com

Termination

You’re free to stop using our Services at any time. We reserve the right to
suspend or terminate your access to the Services with notice to you if:


(a) you’re in breach of these Terms,

(b) you’re using the Services in a manner that would cause a real risk of harm
or loss to us or other users, or

We’ll provide you with reasonable advance notice via the email address
associated with your account to remedy the activity that prompted us to contact
you and give you the opportunity to export Your Stuff from our Services. If
after such notice you fail to take the steps we ask of you, we’ll terminate or
suspend your access to the Services.

We won’t provide notice before termination where:


(a) you’re in material breach of these Terms,

(b) doing so would cause us legal liability or compromise our ability to provide
the Services to our other users, or

(c) we're prohibited from doing so by law.

Discontinuation of Services

We may decide to discontinue the Services in response to unforeseen
circumstances beyond CountingWorks control or to comply with a legal
requirement. If we do so, we’ll give you reasonable prior notice so that you can
export Your Stuff from our systems.

Services “AS IS”

We strive to provide great Services, but there are certain things that we can't
guarantee. TO THE FULLEST EXTENT PERMITTED BY LAW, CountingWorks AND ITS
AFFILIATES, SUPPLIERS AND DISTRIBUTORS MAKE NO WARRANTIES, EITHER EXPRESS OR
IMPLIED, ABOUT THE SERVICES. THE SERVICES ARE PROVIDED "AS IS." WE ALSO DISCLAIM
ANY WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND
NON-INFRINGEMENT. Some places don’t allow the disclaimers in this paragraph, so
they may not apply to you.

Limitation of Liability

WE DON’T EXCLUDE OR LIMIT OUR LIABILITY TO YOU WHERE IT WOULD BE ILLEGAL TO DO
SO—THIS INCLUDES ANY LIABILITY FOR CountingWorks OR ITS AFFILIATES’ FRAUD OR
FRAUDULENT MISREPRESENTATION IN PROVIDING THE SERVICES. IN COUNTRIES WHERE THE
FOLLOWING TYPES OF EXCLUSIONS AREN’T ALLOWED, WE'RE RESPONSIBLE TO YOU ONLY FOR
LOSSES AND DAMAGES THAT ARE A REASONABLY FORESEEABLE RESULT OF OUR FAILURE TO
USE REASONABLE CARE AND SKILL OR OUR BREACH OF OUR CONTRACT WITH YOU. THIS
PARAGRAPH DOESN’T AFFECT CONSUMER RIGHTS THAT CAN'T BE WAIVED OR LIMITED BY ANY
CONTRACT OR AGREEMENT.

IN COUNTRIES WHERE EXCLUSIONS OR LIMITATIONS OF LIABILITY ARE ALLOWED,
CountingWorks, ITS AFFILIATES, SUPPLIERS OR DISTRIBUTORS WON’T BE LIABLE FOR:


i. ANY INDIRECT, SPECIAL, INCIDENTAL, PUNITIVE, EXEMPLARY, OR CONSEQUENTIAL
DAMAGES, OR

ii. ANY LOSS OF USE, DATA, BUSINESS, OR PROFITS, REGARDLESS OF LEGAL THEORY.

THESE EXCLUSIONS OR LIMITATIONS WILL APPLY REGARDLESS OF WHETHER OR NOT
CountingWorks OR ANY OF ITS AFFILIATES HAS BEEN WARNED OF THE POSSIBILITY OF
SUCH DAMAGES.

IF YOU USE THE SERVICES FOR ANY COMMERCIAL, BUSINESS, OR RE-SALE PURPOSE,
CountingWorks, ITS AFFILIATES, SUPPLIERS OR DISTRIBUTORS WILL HAVE NO LIABILITY
TO YOU FOR ANY LOSS OF PROFIT, LOSS OF BUSINESS, BUSINESS INTERRUPTION, OR LOSS
OF BUSINESS OPPORTUNITY. CountingWorks AND ITS AFFILIATES AREN’T RESPONSIBLE FOR
THE CONDUCT, WHETHER ONLINE OR OFFLINE, OF ANY USER OF THE SERVICES.

Resolving Disputes

Let’s Try To Sort Things Out First. We want to address your concerns without
needing a formal legal case. Before filing a claim against CountingWorks or our
affiliates, you agree to try to resolve the dispute informally by contacting
legal@CountingWorks.com. We’ll try to resolve the dispute informally by
contacting you via email.

Judicial forum for disputes. You and CountingWorks agree that any judicial
proceeding to resolve claims relating to these Terms or the Services will be
brought in the federal or state courts of Orange County, California, subject to
the mandatory arbitration provisions below. Both you and CountingWorks consent
to venue and personal jurisdiction in such courts. If you reside in a country
(for example, European Union member states) with laws that give consumers the
right to bring disputes in their local courts, this paragraph doesn’t affect
those requirements.

IF YOU’RE A U.S. RESIDENT, YOU ALSO AGREE TO THE FOLLOWING MANDATORY ARBITRATION
PROVISIONS:


We Both Agree To Arbitrate. You and CountingWorks agree to resolve any claims
relating to these Terms or the Services through final and binding arbitration by
a single arbitrator. This includes disputes arising out of or relating to
interpretation or application of this “Mandatory Arbitration Provisions”
section, including its enforceability, revocability, or validity.

Arbitration Procedures. The American Arbitration Association (AAA) will
administer the arbitration under its Commercial Arbitration Rules and the
Supplementary Procedures for Consumer Related Disputes. The arbitration will be
held in the United States county where you live or work, Orange County (CA), or
any other location we agree to.

NO CLASS ACTIONS. You may only resolve disputes with us on an individual basis,
and may not bring a claim as a plaintiff or a class member in a class,
consolidated, or representative action. Class arbitrations, class actions,
private attorney general actions, and consolidation with other arbitrations
aren’t allowed. If this specific paragraph is held unenforceable, then the
entirety of this “Mandatory Arbitration Provisions” section will be deemed void.

Controlling Law
These Terms will be governed by California law except for its conflicts of laws
principles. However, some countries (including those in the European Union) have
laws that require agreements to be governed by the local laws of the consumer's
country. This paragraph doesn’t override those laws.

Entire Agreement

These Terms constitute the entire agreement between you and CountingWorks with
respect to the subject matter of these Terms, and supersede and replace any
other prior or contemporaneous agreements, or terms and conditions applicable to
the subject matter of these Terms. These Terms create no third party beneficiary
rights.

Waiver, Severability & Assignment

CountingWorks failure to enforce a provision is not a waiver of its right to do
so later. If a provision is found unenforceable, the remaining provisions of the
Terms will remain in full effect and an enforceable term will be substituted
reflecting our intent as closely as possible. You may not assign any of your
rights under these Terms, and any such attempt will be void. CountingWorks may
assign its rights to any of its affiliates or subsidiaries, or to any successor
in interest of any business associated with the Services.

Modifications

We may revise these Terms from time to time to better reflect:

(a) changes to the law,

(b) new regulatory requirements, or

(c) improvements or enhancements made to our Services.

If an update affects your use of the Services or your legal rights as a user of
our Services, we’ll notify you prior to the update's effective date by sending
an email to the email address associated with your account or via an in-product
notification. These updated terms will be effective no less than 30 days from
when we notify you.

If you don’t agree to the updates we make, please cancel your account before
they become effective. By continuing to use or access the Services after the
updates come into effect, you agree to be bound by the revised Terms.


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Wicker Strategic Wealthcare Group Accessibility Statement

Updated: June 2020.

General

Wicker Strategic Wealthcare Group strives to ensure that its services are
accessible to people with disabilities. Wicker Strategic Wealthcare Group has
invested a significant amount of resources to help ensure that its website is
made easier to use and more accessible for people with disabilities, with the
strong belief that every person has the right to live with dignity, equality,
comfort and independence.

Accessibility on wickergroup.com

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Wicker Strategic Wealthcare Group continues its efforts to constantly improve
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collective moral obligation to allow seamless, accessible and unhindered use
also for those of us with disabilities.

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Contact Us

If you wish to report an accessibility issue, have any questions or need
assistance, please contact Wicker Strategic Wealthcare Group Customer Support as
follows:

Email: brooks@wickergroup.com
Phone: (502) 893-9743




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LET US HELP YOU MAXIMIZE THE VALUE OF YOUR BUSINESS.

Your business is your most valuable asset!

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WELCOME TO WICKER STRATEGIC WEALTHCARE GROUP

The Wicker Strategic Wealthcare Group is an independent financial service
organization. We have been helping closely held companies and professionals with
large estates for over 30 years. We help develop personal and/or corporate
financial plans to take full advantage of all tax and growth opportunities.

Our mission is to help our clients create multigenerational wealth through
Business Wealth Planning, Individual Wealth Planning and Global Tax Planning.
Where we help maximize the value of their business, as well as their portfolio,
and minimize the global taxes they pay.

Learn More


WEALTH CREATION

B.I.G Planning SM is based on The Three Pillars of Wealthcare SM

1


BUSINESS WEALTH PLAN

The Business Wealth Plan℠ is focused on creating wealth. It is our goal to help
you make your business as valuable as it can be and then to help you realize
that value. Thus, maximizing your wealth to the greatest extent possible.

2


INDIVIDUAL WEALTH PLAN

The Individual Wealth Plan℠ at its core is a financial plan much like those
offered by reputable advisory firms. It incorporates the assets you have
invested in the markets through your retirement plan and individual accounts. It
also takes into account risk management issues such as life insurance,
disability insurance, liability insurance, etc.

3


GLOBAL TAX PLAN

The Global Tax Plan℠ focuses on coordinating and tax minimization of the
business owner globally. This includes business tax minimization, individual tax
minimization, estate tax minimization, and family tax minimization across all
entities.


LEARN MORE ABOUT WEALTH CREATION.


CALL US AT (502) 893-9743 TO GET STARTED. 

Learn More Contact Us


HOW TO CREATE MULTIGENERATIONAL WEALTH

Today’s business owners and professionals face increasing difficulties in
building true wealth. Income taxes continue to rise, and there are many
conflicting philosophies about the best way to grow your portfolio. Purchase How
To Create Multigenerational Wealth by S. Brooks Wicker, JR., CPA today!

Learn More

Free Download: Famous or Rich: 9 Ways Value Builders Prioritize Wealth Over
Recognition

You’ll discover:

 * The surprisingly simple strategy behind one founder’s $87 million exit
 * The strategic move that took one company from being worth three times EBITDA
   to more than 13 times in just two years
 * The 10/40 rule and how it can jack up your take from the sale of your
   business

Learn More


Free eBook: 8 Ways To Re-Invent Yourself In A Crisis

You’ll discover how to:

 * Leverage digital channels while working from home
 * Exploit an increased use of social media to drive sales
 * Pick the best part of your business to invest in now
 * Motivate yourself to act with clarity and confidence

Learn More




SERVICES YOU CAN TRUST, SO YOU CAN FOCUS ON THE BIGGER PICTURE.


HUMAN ADVICE

We are not a faceless BOT. We are real tax experts that have helped clients all
over the country make better financial decisions. 

Learn More


YEAR-ROUND SERVICE

No BIG BOX store "here today, gone tomorrow" treatment here. 

Learn More


TRANSPARENCY

We offer easy-to-understand price packages to make it easy to choose what works
for you. 

Learn More
 


READY TO GET STARTED? SET UP AN APPOINTMENT TO CHAT.



Make an appointment

 

NEWSLETTER UPDATES

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and growth prospects.

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Have Questions? Call us at (502) 893-9743 and let us show you how our expertise
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WICKER STRATEGIC WEALTHCARE GROUP

 * 10200 Forest Green Blvd Suite 112
 * Louisville, Kentucky 40223

 * (502) 893-9743

 * brooks@wickergroup.com



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Inc. are separate entities. BrokerCheck. 

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