Unclaimed Property Compliance Issues 2024
1.5 CPE Credits
in the Field of Taxes
Delivery: This webcast will be delivered via the BDO Online CPE Network
Prerequisites: None
Advanced Prep: None
Program Level: Basic
Learning Objectives:
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Identify common types of unclaimed property and their associated sourcing rule.
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Describe ways to minimize unclaimed property exposure through due diligence efforts.
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Identify the steps required for a robust unclaimed property compliance process.
BDO USA, P.C., is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Danielle Spadavecchia
Managing Director, National Unclaimed Property Compliance Leader, State & Local Tax
James Mann
Senior Manager, Unclaimed Property, State & Local Tax
Jennifer Fillmore
Manager, Unclaimed Property, State & Local Tax
Tim Goodyear
Senior Manager, Unclaimed Property, State and Local Tax
BDO USA
NOTE: There is NO CPE for this recording.
Access the presentation here.