How long to keep tax records

It’s Tax Season Again: How Long Do You Keep Your Records?

Here comes Tax Day! You might be wondering how long you need to keep your tax records. Maybe your company has a records retention plan based on legal requirements, standard industry practices, or internal policy. Or maybe for tax records, you follow the accepted 3-year record retention period for tax documents. Three years might sound…

Highmark Case Study

Case Study: Highmark Inc.

Highmark Inc. is a national, diversified health care partner serving over 5 million members across the United States through its businesses in health insurance, dental insurance, vision care, and reinsurance. To establish a records management strategy that would ensure all its records were managed in accordance with business, legal, and regulatory requirements, Highmark Inc. partnered…