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
Tax Reporting & Withholding Conference
Join us at the Tax Reporting & Withholding Conference where tax professionals will get a deep dive into crypto asset reporting regulations and the latest Form 1099 and 1042-S reporting requirements. At this conference, learn how to stay ahead of IRS changes and connect with industry experts navigating the same challenges. We hope to see you there!
Gartner Finance Symposium/Xpo Conference
Join us at the world’s most important gathering of CFO’s and Finance Executives to tackle priorities including managing risk, improving efficiency, and driving profitability and future growth in a volatile and uncertain environment
Sovos Always On: Dallas
Stop improvising your tax strategy. Join Sovos at the private home of Iron Chef Kent Rathbun for exclusive 2026 tax insights and a vision session on what’s next. Enjoy a live culinary demo and a gourmet dinner in an intimate Dallas setting. Real talk, elite strategy, and world-class dining.
Sovos Always On: Chicago
Join Sovos at Wrigley Field for an exclusive day of 2026 tax insights, a Cubs legend meet-and-greet, and a premium suite experience for the Phillies game. Network with finance leaders and prepare your organization for what’s next. No curveballs—just good company and great baseball.
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Sovos Always On: San DiegoLorem ipsum dolor sit amet, consectetur adipiscing elit. Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.RoadshowFebruary 12 – 14, 20259:00 AM – 6:00 PMSan Diego Mission Bay ResortRequest Registration Event Summary Amid constant regulatory changes, finance, tax, and IT leaders have the chance to shift the narrative. Instead […]