In recent years, states have been increasingly aggressive in the administration of unclaimed property laws. The Temple-Inland case represents the pinnacle of state aggression. The Revised Uniform Unclaimed Property Act of 2016 represents a potential legislative response to Temple-Inland. Holders should be cognizant of current trends in unclaimed property administration, and how state laws may change in the near future.
Join unclaimed property professionals from Baker Tilly and Horwood Marcus & Berk to explore those issues and offer practice tips and their predictions on how unclaimed property laws will evolve over the next few years.
The program will help holders of unclaimed property:
- Understand Temple-Inland’s statute of limitations, record retention, and estimation techniques implications
- Discover Delaware’s response to Temple-Inland
- Learn what changes Delaware and other states are making to their administration processes and procedures
- Comprehend significant changes adopted in the Revised Uniform Unclaimed Property Act of 2016
- Gather practitioner insights from their substantial work with voluntary disclosures and examinations
Hear our panel’s predictions on what they believe the unclaimed property landscape will look like in the coming years.
- Gary Peric, Partner, Firm Leader of State and Local Tax, Baker Tilly
- Mark Heroux, Partner, Firm Leader of IRS Practice and Procedures and Unclaimed Property, Baker Tilly
- David Hughes, Partner, State and Local Tax, Horwood Marcus & Berk Chartered
- Colin Walsh, Senior Manager, IRS Practice and Procedures and Unclaimed Property, Baker Tilly
Information about CPE eligibility
This webinar will discuss state and local tax issues that may affect a merger or acquisition. There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar.
CPE credit: one (1) hour total credit
Field of study: Taxes
CPE host: Lindsey Johnson
Please indicate on the registration form if you would like to receive eligible CPE credit for this webinar event. A certificate of completion will be e-mailed to you four to six weeks following the event.
For more information regarding administrative policies such as complaint and refund, please contact our offices at 608 240 2522.
Baker Tilly Virchow Krause, LLP 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.learningmarket.org.
Information about CLE eligibility
There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar.
Illinois CLE credit: one (1) hour total credit
Field of study: Taxes
Difficulty Level: Intermediate
Please indicate on the registration form if you would like to receive eligible CLE credit for this webinar event. A certificate of completion will be e-mailed to you four to six weeks following the event.
For more information regarding CLE for this program, please contact Maria Arellano at MArellan@hmblaw.com.