It takes time and money to create a document retention plan, but it’s even more costly to wait until litigation is pending to determine how to get needed information. “The work done on the front-end ...

Managing financial records can be overwhelming for small business owners. The question of whether to hold on to records for too long, long enough, or not long enough can be confusing. To avoid any ...

(L-R) Diana C. Manning, Benjamin J. DiLorenzo and Kyle A. Valente of Bressler, Amery & Ross. Courtesy photos Advancements in technology have fundamentally transformed the landscape for storing and ...

You've probably heard that you should hang onto your tax returns for three years. The truth is that tax record retention periods vary from three years to indefinitely depending on the types of ...

Following up on my last posting, this week I talk about the basic elements of a document retention policy. While a review of the broad range of applicable laws cannot be addressed here, there are ...

Proper destruction of sensitive documents requires understanding both classification levels and legal obligations.

Just hours after the release of a special counsel’s report on a document-retention case, President Joe Biden called a prime-time press conference to applaud the counsel’s decision not to prosecute him ...