Privacy Policy

The CPE Planner ( is a resource for CPAs on all things CPE. Our privacy and data policies are outlined below.


When visitors leave comments on our site, we collect the data shown in the comments form, as well as the visitor’s IP address and browser user agent string to help spam detection.

If you leave a comment, the comment and its metadata are retained indefinitely. This is so we can recognize and approve any follow-up comments automatically instead of holding them in a moderation queue.


If visitors leave a comment on our site, you may opt in to saving your name, email address and website in cookies. If you opt in, these cookies will last for one year. You can also delete cookies at any time.

Embedded Content from Other Websites

Articles on our site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the same way as if the visitor has visited the other website. Please refer to their privacy policies to find out how they protect your personal information.