IPTWebinar(DL301)
UnclaimedProperty
October1,2014•1:00–2:00p.m.E.S.T.
Speakers:
RobertTucci
ManagingDirector–UnclaimedProperty
TruePartnersConsultingLLC
Dallas,TX
JimWeigand
SeniorManager-UnclaimedProperty
TruePartnersConsultingLLC
Englewood,CO
Unclaimed property impacts all businesses and every business has an obligation to comply with the applicable unclaimed property reporting and remittance requirements. This course provides an overview of the history and development of unclaimed property, explains key terms and concepts, examples of most common
property types, how to recognize key areas where most companies may have risk with unreported property,
typical unclaimed property issues faced by large corporations, the impact of mergers and acquisitions on unclaimed property liabilities, and how recent events and trends relating to unclaimed property can impact your
company.
LearningObjectives:Afterattendingthispresentation,theparticipantwillbeableto:







Highlight the purpose and origins of unclaimed property statutes,
Recognize key unclaimed property terms and concepts;
Identify areas of risk that may generate unclaimed property;
Recognize transactions which may give rise to unclaimed property,
Identify financial reporting and disclosure issues relating to unclaimed property;
Identify unclaimed property concerns arising from mergers and acquisitions; and,
Discern how current trends in unclaimed property can impact your company.
RegistrationPolicies
Individualsmustberegistered,loggedinseparately,andanswerattendance
questionsduringthesessiontoreceivecredit.
RefundsandCancellations:
Requestsforrefundsmustbereceivedinwritingbye-mailtoce@ipt.orgby
September22,2014andwillbesubjecttoa10%cancellationfee.SubstitutionsmaybemadeuptoSeptember26,2014fora10%processingfee.No
refundswillbegrantedafterSeptember29,2014.Complaintsshouldbe
senttotheInstituteforProfessionalsinTaxationatce@ipt.orgorbycalling
404-240-2300.
ThisprogramissponsoredbytheInstituteforProfessionalsinTaxation®.TheInstituteforProfessionalsinTaxation®isregisteredwith
theNationalAssociationofStateBoardsofAccountancy(NASBA)as
asponsorofcontinuingprofessionaleducationontheNationalRegistryofCPESponsors.Stateboardsofaccountancyhave inalauthorityontheacceptanceofindividualcoursesforCPEcredit.Complaintsregarding
registeredsponsorsmaybesubmittedtotheNationalRegistryofCPESponsors
throughitswebsite:www.learningmarket.org.Inaccordancewiththestandards
oftheNationalRegistryofCPESponsors,CPEcreditshavebeenbasedona50-
minutehour.
Registration:
Registrationisavailableonlineat
www.ipt.org.
$50formembers
$65forindividualswhopersonallydonot
holdIPTmembership
CPE:
Participantscanearn1CPEcreditin
taxationandCMIswillearn1hourtowardsrenewingtheirdesignation.
AdditionalInformation
Prerequisites:BasicFamiliaritywith
PropertyTax
AdvancedPreparation:None
ProgramLevel:Intermediate
DeliveryMethod:GroupInternetBased