Webinar: Unclaimed, Unidentified but Undeniable - A Primer on Managing your Abandoned Property

Information about Webinar: Unclaimed, Unidentified but Undeniable - A Primer on Managing...

Published on March 16, 2016

Author: MHMPC

Source: slideshare.net


1. CBIZ & MHM Executive Education Series™ For questions or other information, please contact us at [email protected] #CBIZMHMWebinar © Copyright 2016. CBIZ & Mayer Hoffman McCann P.C. All rights reserved. When abandoned or unclaimed property (AUP) isn’t handled appropriately, it can open up your business to large audit exposures. Making matters more complicated are the changing requirements that vary by jurisdiction and the sanctioned use of independent, contingent-fee audit firms. In this session, we will discuss actions your organization can undertake to identify its sources of AUP, best practices in AUP reporting, priority rules, and contractual anti- limitation provisions. We will also go over how you can proactively correct past mistakes through AUP remediation and discuss recent updates in AUP laws and regulations. Learning Objectives Upon completion of this course, you will be able to: • Explain AUP compliance requirements and common sources of AUP • Formulate strategies for AUP remediation • Discuss recent updates in AUP and how they might affect you Unclaimed, Unidentified but Undeniable: A Primer on Managing your Abandoned Property Wednesday May 11, 2016 1–3 p.m. Wednesday June 1, 2016 1–3 p.m. Central Time Eligible for 2 CPE credits Presenter: Marshal Kline Register: www.mhmcpa.com www.cbiz.com

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