Overview

Join our dedicated Unclaimed Property (“UP”) professionals to gain key insights on compliance best practices and pitfalls your business needs to be aware of.

With states ramping up audits of UP reporting, the compliance deadline approaching at the end of October, and potential changes in state legislation underway, take action now to avoid missteps that may have costly consequences.

You’ll walk away with a clearer picture of:

• Often overlooked state reporting obligations and areas of exposure
• Best practices for documentation and support retention to mitigate audit risk
• Compliance pitfalls and how to avoid them

Speakers

Angela Gebert, Unclaimed Property National Leader, Marcum LLP
Christian Burgos, State & Local Tax National Co-Leader – Marcum LLP