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Records Retention: What to keep and for how long?

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Replaced by: Community Matters

When? This feed was archived on June 30, 2018 04:26 (6y ago). Last successful fetch was on June 26, 2018 11:49 (6y ago)

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Manage episode 182460906 series 1494415
Content provided by Community Associations Institute Pennsylvania and Delaware Valley Chapter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Community Associations Institute Pennsylvania and Delaware Valley Chapter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

One of the questions we often get from condominium and homeowner association volunteer leaders and property managers has to do with records retention. That will be the focus for this episode of CAI’s podcast – we’ll be talking about documents such as financial records, tax returns, audits, meeting minutes, board resolutions, among others. How long should these documents be kept and stored, and where? We’ll find out in this podcast, where our guest is Marshal Granor, Esquire, with Granor & Granor, PC in Horsham, Pennsylvania. Marshal’s practice is limited to drafting and editing community association governing documents, non-litigation dispute resolution, creative problem solving and providing guidance to association boards. He is one of the principal authors of the Pennsylvania Uniform Planned Community Act and is a Fellow of CAI’s College of Community Association Lawyers. Marshal is also a member of CAI’s Pennsylvania Legislative Action Committee. Contact Marshal via email or visit his website.

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20 episodes

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iconShare
 

Archived series ("HTTP Redirect" status)

Replaced by: Community Matters

When? This feed was archived on June 30, 2018 04:26 (6y ago). Last successful fetch was on June 26, 2018 11:49 (6y ago)

Why? HTTP Redirect status. The feed permanently redirected to another series.

What now? If you were subscribed to this series when it was replaced, you will now be subscribed to the replacement series. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 182460906 series 1494415
Content provided by Community Associations Institute Pennsylvania and Delaware Valley Chapter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Community Associations Institute Pennsylvania and Delaware Valley Chapter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

One of the questions we often get from condominium and homeowner association volunteer leaders and property managers has to do with records retention. That will be the focus for this episode of CAI’s podcast – we’ll be talking about documents such as financial records, tax returns, audits, meeting minutes, board resolutions, among others. How long should these documents be kept and stored, and where? We’ll find out in this podcast, where our guest is Marshal Granor, Esquire, with Granor & Granor, PC in Horsham, Pennsylvania. Marshal’s practice is limited to drafting and editing community association governing documents, non-litigation dispute resolution, creative problem solving and providing guidance to association boards. He is one of the principal authors of the Pennsylvania Uniform Planned Community Act and is a Fellow of CAI’s College of Community Association Lawyers. Marshal is also a member of CAI’s Pennsylvania Legislative Action Committee. Contact Marshal via email or visit his website.

  continue reading

20 episodes

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