The Benefits of an Enhanced Owner Location and Reengagement Services

Due diligence is the final step in reuniting owners with dormant and lost assets before escheatment, but is mailing a letter to the last known address 60-120 days prior to remittance the best solution? Join experts from Sovos and Linking Assets to explore the benefits of implementing an Enhanced Owner Location and Reengagement Program. This approach can help retain assets, reduce late property, and identify and limit potential fraud.

Session Highlights:

What is an Enhanced Owner Location and Reengagement Program?
When is the best time to communicate with dormant owners?
Why it is important to locate lost owners?
Who do you contact when the owner is deceased?
How to reduce state mandated letters with owner-friendly letters?
Learn all the benefits of implementing outreach programs for all industries?

event - Tax Executive Institute's 75th Midyear Conference
North America Sales & Use Tax VAT & Fiscal Reporting
March 16, 2025
Tax Executive Institute’s 75th Midyear Conference

Join the Sovos team and a network of in-house tax professionals at TEI’s landmark 75th Midyear event, where you’ll hear the latest in policy updates and operational strategies for the tax and finance departments. Find us in the expo hall and jump start your year with a strategic approach to compliance.  

event - eInvoicing Exchange Summit Miami
North America VAT & Fiscal Reporting
March 24, 2025
eInvoicing Exchange Summit Miami

Join Sovos eInvoicing experts for “Tax Technology v2.0: How to ensure mirror visibility” during this year’s summit.

Event - North American Finance Executive Summit
North America VAT & Fiscal Reporting
February 26, 2025
North American Finance Executive Summit

Kickstart your year with a strategic approach to compliance and meet with the Sovos team at NAFES 2025. Find us at booth 19 for product demos, surprise giveaways and private dinner invitations. We look forward to helping you elevate your tax compliance strategy in 2025. 

Event - Exchange Summit MEA Dubai
E-Invoicing Compliance EMEA VAT & Fiscal Reporting
February 12, 2025
E-Invoicing Exchange Summit in Dubai

The Middle East and Africa are facing a rapidly evolving landscape for E-Invoicing and VAT reporting. We follow this development and continue the successful first two editions of the E-Invoicing Exchange Summit and proudly announce the 3rd edition to be held in Dubai from February 10 to 12, 2025.

North America
May 21, 2025
Sovos Always On: Frankfurt

Amid constant regulatory changes, finance, tax and IT leaders have the chance to shift the narrative. Instead of reacting to deadlines and mandates, leaders can transform tax compliance into a proactive business driver—continuously adapting, innovating and staying ahead of the curve.