It is hard to believe that we will soon be saying “goodbye” to the Year 2018!  With the closing of the year usually comes the time to think about purging items in order to make room for new things.  There are guidelines to take into consideration before you begin to just throw items away.

Businesses are required to retain confidential client, employee and company information for a minimum amount of time.  Holding onto them for too long could put you at risk of a security breach and non-compliance with today’s privacy legislation.

We have put together a document retention schedule that outlines how long you should hold on to important documents.  After their retention period is complete, you should ensure that they are securely destroyed.

Please note that attached recommendations on the document retention are for general guidelines only.

If you have any further questions, please contact Mackey Advisors at (859) 331-7755