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It's important to organize and appropriately purge your records. This documentation can help you learn the current best practices regarding what tax and financial records should be kept by individuals and businesses and if and when it's safe to destroy information. This documentation was originally presented at the McAllen Chamber of Commerce Lunch and Learn series on February 16 titled "How to Organize Your Records and Shred the Rest". Special thanks to presenters Crystal Gonzalez-Solis, CPA and Artemio "Art" Lopez, CPA for providing this information.