International Tax Record Roundup

For US taxpayers, May 17 (Tax Day) is fast approaching, and the question is often asked – How long should I keep my tax records? Here is a brief rundown of required or suggested recordkeeping periods for income tax records in the United States and other jurisdictions around the globe. These time periods do not…

Spring Cleaning Your Records

Spring is in the air–birds are chirping, flowers are starting to bloom, and the trees are starting to come alive again. The sun is out, it’s time to open the windows, bring out the cleaning supplies, and start spring cleaning. You clean and declutter your house come springtime, so why not spring clean your records?…

Connecting During COVID

Earlier this week and with a lot of courage I masked up and stepped into my friend’s home for a visit. After spending my entire pregnancy quarantined and then delivering a medically fragile baby, I’d been conditioned to fear in-person human interaction. “Do you want to sit down?” my friend asked. Though her house was…

Mitigating Privacy Risks Within Your Records Retention Schedule

RIM and IG professionals are always looking for ways to integrate privacy considerations directly into their programs. In this presentation, Zasio provides immediate strategies and tips organizations can implement and act on to mitigate privacy risks through their records retention schedule. From implementing privacy-based retention periods to reevaluating baseline retention periods, and gathering relevant information…

Practical Strategies for Electronic Records Management

So, you’ve spent months developing, reviewing, revising, and approving a corporate retention schedule so that every conceivable record type is covered and users can easily find the policies they need. Now what? How do you turn that policy into consistent practice? In this webinar, Zasio’s Warren Bean, CRM, offers practical tips on applying retention rules…

Case Study: Southwest Gas Corporation

“As a public utility, our company is required to conform to local, state, and federal  laws, as well as Utility Commissions requirements in several states. Zasio’s  extensive experience and exhaustive research helped us to more clearly and  simply define our retention requirements, as well as ensure a more defensible and accurate policy. Additionally, their reputation…