Henssler Financial

Case Study: Record Retention: Deciding Which Financial Records to Keep

Case Study: Record Retention: Deciding Which Financial Records to Keep

Tax Manager Dan DiLuzio, C.P.A., leads the show’s case study conversation on what files individuals need to keep when it comes to financial receipts and statements. He also discusses how to dispose of files and offers tips on the best way to store important documents.

Duration: 10 min

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