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Tax Return Documentation

March 20, 2007
DOWNLOAD PDF: Tax Return Documentation

This presentation was written by White & Case Tax Litigation and Controversy partner Kathleen Pakenham and delivered at the 57th Tax Executives Institute Midyear Conference on March 20, 2007 in Washington, DC, where Ms. Pakenham served as a panelist. It highlights the following elements of tax return documentation:

  • Developing Record Maintenance and Retirement Policies
  • What to Keep, Where, In What Format, and for How Long?
  • Electronic Document Discovery