Webinar Sponsored by Tax Professionals’ Resource Will Discuss the Importance of a Document Retention Policy

Tax training and development provider, Tax Professionals’ Resource, is sponsoring a live webinar on the importance of a document retention policy starting with the identification of what exists and what should be captured, including the different rationales for implementing a retention policy.

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There are numerous challenges to an effective policy, which if acknowledged can be worked through.

(PRWEB) February 21, 2013

Tax Professionals’ Resource is proud to offer, Document Retention: Compliance and Protectionism, a live webinar scheduled for March 18, 2013. This program was designed for accountants, CFOs, controllers, tax managers and attorneys and will cover the importance of a document retention policy starting with the identification of what exists and what should be captured to the different rationales for implementing a document retention policy.

Presenting this 1 hour and 40-minute program is Sanford Saunders, co-managing shareholder and ex-head of the Litigation Section of Greenberg Traurig, LLP’s D.C. office. Mr. Saunders holds more than 25 years’ experience and focuses his practice on complex civil litigation and white collar criminal defense management. According to Mr. Saunders, “There are numerous challenges to an effective policy, which if acknowledged can be worked through.” Furthermore, he states that “Living with the existence of systematically retained documents is rewarding but premature statements which can be contradicted by contemporaneous documents and subjective comments can be read differently years later.”

Webinar agenda:
Importance of Specific Document Retention Policy and Procedures and the Means for Implementation

  •     Company Interest in Historic Knowledge
  •     Regulatory Requirements
  •     Litigation Protection

Identifying and Locating Documents/Disks

  •     Hard Copy
  •     Electronic

Setting the Terms of a Policy Implementation

  •     Encouraging Compliance
  •     Providing the Tools
  •     Review and The Second Pass

For detailed CPE credit information and webinar registration details: http://www.taxprofessionalsresource.com/audio-conference/391281?c=11

About Tax Professionals’ Resource:
Tax Professionals’ Resource is a training and development website dedicated to the enhancement of the tax profession. Tax Professionals’ Resource is committed to the specific educational and developmental needs of members looking for unique, up-to-date tax training opportunities through audio conferences, seminars, webinars and articles. Members also gain access to product offerings and other educational tools that assist in securing their position at the forefront of their respective disciplines. Tax Professionals’ Resource delivers an overall experience that gives its community of tax professionals a distinct competitive advantage.


Contact

  • Angela Slupe
    Tax Professionals Resource
    1-866-411-6211
    Email