Unclaimed Property Financial Institution Insights 201

Webinar

Join us for an advanced unclaimed property webinar for financial institutions. As this is an advanced webinar, make sure you’ve attended or watched On-Demand our 101 webinar. Financial Institutions are unique when it comes to unclaimed property with different property codes, dormancy periods and even different reporting deadlines. During the webinar our experts will discuss advanced industry specific unclaimed property items pertinent to banks and credit unions followed by live Q&A. Topics will include:

  • Non return of mail as contact
  • Attribution/householding
  • Audit methodologies applied to financial institutions
  • Merges/acquisitions/consolidations
  • Owner generated activity triggers
  • And more

Register Now

North America Tax Information Reporting
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Freda Pepper will be speaking at STA Annual Conference on the Unclaimed Property Panel addressing the latest in the unclaimed property arena.

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North America Sales & Use Tax Tax Compliance Tax Information Reporting VAT & Fiscal Reporting
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75th Anniversary TEI Annual Conference

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