Lee R. Nemchek's Page

I'm wondering whether anyone in the private equity/hedge fund/investment adviser sector has dealt with this issue.  As an investment adviser/money manager, we deal with (1) corporate tax returns, (2) fund entity tax returns, and (3) investment asset tax returns.  The retention trigger for these various series of records is not necessarily the same, however it's possible to apply a big bucket, "longest retention covers all" approach.  Doing so extends the retention of many types of tax…See More