Event Calendar 2019 Client EventsClient DinnersTuesday, March 26, 6 pm, Riverside, Old Spaghetti Factory Tuesday, April 9, 6 pm, Long Beach, Kings Fish House Wednesday, May 29, 6 pm, Pasadena, Eden GardenTBD, Newport BeachTBD, Woodland HillsTBD, San Diego(check back regularly for updated dates and locations) ***NEW*** Paper Shredding Events at Lake Forest OfficeFriday, May 10, 11 am - 1 pmJanuary 2020 Date To Be Announced(Clients are invited to bring any documents that require shredding to this event. We will have a mobile shredding company on site.)If you have any questions, please email Erin Baldi at [email protected] or call 1-800-773-8700, ext. 228. The following are some guidelines on what to shred and what to keep. What to ShredUtility billsATM receiptsBank statementsCredit card statementsVoided checksEmployee pay stubs and recordsCopies of your birth certificateLegal and insurance documentsExpired passportsResumesUsed airline ticketsIn general you should shred all mail and paperwork that includes account numbers, birth dates, passwords, pin numbers, signatures or social security numbers.Items you can shred once you have confirmation the bank or other financial institution has cleared the transaction:bank and investing statementscancelled personal checkscredit card statementsgeneral receipts that hold no tax or warranty implicationspay stubsOnce a year, shred policies that are renewed on an annual basis:health, car and homeowners insurance documentation What to KeepHere's what the U.S. government says you should keep forever (or at least until the information is outdated). Store them in a fire-safe box or a safe deposit box at a local bank:original birth or marriage certificatecollege transcripts and diplomasdivorce decreescurrent passportsmortgage documents and real estate deedsvehicle titleseducation or military recordssocial security cardslife insurance policieswills and trustspowers of attorneywarrantiesFinally, keep your tax documents The U.S. government says a good rule of thumb is to keep your tax records (the returns themselves and the records that back up the return) for seven years, one year past the six-year window. If, however, you file a fraudulent return or fail to file one altogether, you should keep your records indefinitely because the statute of limitations doesn't start until you eventually file a return.