Unclaimed property in a post Temple-Inland and 2016 RUUPA world

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.

Listen to unclaimed property professionals from Baker Tilly and Horwood Marcus & Berk as they 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

Panelists

  • 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

Download the presentation: Unclaimed property in a post Temple-Inland and 2016 RUUPA world >

For more information on this topic, or to learn how Baker Tilly tax specialists can help, contact our team.


The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Tax information, if any, contained in this communication was not intended or written to be used by any person for the purpose of avoiding penalties, nor should such information be construed as an opinion upon which any person may rely.  The intended recipients of this communication and any attachments are not subject to any limitation on the disclosure of the tax treatment or tax structure of any transaction or matter that is the subject of this communication and any attachments.