Unclaimed Property Compliance Issues 2024

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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:

  • Identify common types of unclaimed property and their associated sourcing rule.

  • Describe ways to minimize unclaimed property exposure through due diligence efforts.

  • 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.

Contact

Kara Shively


Technical Support

+1 844-580-6963

BDO Employees

+1 844-580-6963

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Recording


View Recording

Contact

Kara Shively


Technical Support

+1 844-580-6963

BDO Employees

+1 844-580-6963

Share

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