Community Matters

Records Retention: What to keep and for how long?

June 27, 2017

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.