Gathering your current tax records? Want to know how long to keep those old financial records?
Click below to view the IRS Publication 552 - Recordkeeping for Individuals
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Lifetime Financial Planning Solutions, LLC Penny L. Wasem, CPA, CFP® 109 East Main Street, Suite 328 pwasem@lifetimefinancialplan.com
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Gathering your current tax records? Want to know how long to keep those old financial records? Click below to view the IRS Publication 552 - Recordkeeping for Individuals |
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements. Send mail to
pwasem@lifetimefinancialplan.com with
questions or comments about this web site.
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