Learn about the treatment of Brokerage Accounts under state unclaimed property laws. As very few states specifically address these accounts, the analysis and reporting of brokerage accounts is complicated. You will hear about different alternatives available for evaluating brokerage accounts along with the current position that both auditors and states are taking that may lead to an increase in reporting of these accounts. We will also discuss best practices to help re-establish contact with the account owners in order to preserve the relationship and prevent escheatment where at all possible.
ON24
Brokerage Account Escheatment, Audit Trends, and Best Practices
IFS Unleashed
Experience the transformative power of AI and explore its limitless potential for your organization at IFS Unleashed. Visit Sovos at booth #15 to hear how our indirect tax solutions can accelerate your compliance processes.
COST 55th Annual Meeting and Fall Audit Session
Join the Sovos team in St. Louis to learn more about our indirect tax automation tools at COST’s Fall Meeting.
NADOA 51st Annual Institute
Sovos is attending the NADOA Annual Institute in Oklahoma. Stop by our booth to learn more about unclaimed property reporting solutions.
