Unclaimed Property Compliance for Financial Institutions

Recording


View Recording

Brian Abbey

Experienced Senior Associate, Unclaimed Property State & Local Tax Services

Danielle Spadavecchia

National Compliance Leader, Unclaimed Property State & Local Tax Services

Mark Houston

Managing Director; Financial Institutions & Specialty Finance National Practice Leader, BDO USA, LLP

NOTE: There is no CPE for this recording. 

Click HERE for the presentation materials. 

Contact

Kara Shively

Emailmail

Technical Support

+1 844-580-6963

BDO Employees

+1 844-580-6963

Share

Recording


View Recording

Contact

Kara Shively

Emailmail

Technical Support

+1 844-580-6963

BDO Employees

+1 844-580-6963

Share

Related Events & Webcasts

Webcast

State Tax Considerations of Financial Institutions

From nexus standards to filing requirements, state and local tax obligations vary by location. Don’t miss the 11/9 webcast to learn how you can keep your financial institution compliant.

Register

Recording

California Tax Issues: Global Mobility and State Tax Controversy

Learn about equity compliance for mobile employees: multijurisdictional tax laws, expatriate policy design and global employer withholding obligations. Then learn how to address risk and navigate the appeals process for state tax controversy issues.

View Recording

Recording

Best Practices for Your Dental Practice: Unclaimed Property, Compensation & Benefits and Strategic Tax Planning

Join BDO Tax and industry leaders for this 90-minute webcast developed for DSO and dental practices of all sizes focusing on unclaimed property and compensation & benefits.

View Recording

Recording

Unclaimed Property East Region Update

Join us for an update on the current landscape, requirements, and issues pertaining to unclaimed property, specifically in East coast states.

View Recording

Recording

Benefit From Enrolling in the Delaware Unclaimed Property VDA Program

Join BDO’s Joe Carr and the state of Delaware’s Kim Micha as they discuss general unclaimed property principles, common issues holders face in complying with Delaware escheat laws and the Delaware VDA program.

View Recording

Recording

The Intersection of Tax and ESG Webcast Series: How Does Tax Overlap With ESG?

Join Karen Baum, Managing Partner, Sustainability & ESG and Jonathon Geisen, Managing Director, Tax, on July 26 at 12 PM ET for a refresher on ESG and how your business can benefit from Tax and ESG alignment.

View Recording

Recording

California Tax Issues: Credits and Incentives

How can you help minimize your total tax liability? Through the use of state and federal tax credits. Learn about California-specific credits, state/federal R&D credits, and IRA and CHIPS Act updates. We’ll end with an unclaimed property law review.

View Recording

Recording

2023 Tax Strategist Private Equity Webcast Series - Spring Planning Session: Compensating Key Employees in Private Equity Transactions Webcast

Join our panel of BDO professionals as they discuss tax considerations for compensating key employees in portfolio company acquisitions.

View Recording

Webcast

The Intersection of Tax & ESG Webcast Series: Renewable Energy Tax Credits to Support Your ESG Strategy

Join us on May 18 at 1 PM ET as our panel of BDO professionals discuss the synergies that tax credits and incentives bring in an organization’s value creation strategy. The session will provide an overview of tax in the sustainable ecosystem and how the Inflation Reduction Act has catalyzed sustainable investment strategies.

Register

Recording

Unclaimed Property Compliance: What You Need to Know

Please join BDO’s State & Local Tax practice for a compliance update focusing on unclaimed property issues and best practices. As states continue to navigate through a post-pandemic environment, it is important to review and discuss new legislative, regulatory, and administrative changes that can directly impact your company.

View Recording

Recording

California Tax Issues: The Conversation Continues

We will review real property transfer tax, then pivot to a discussion about a potential state income tax refund and exposure risk for anyone conducting business in California, and end with a recap of the California unclaimed property VCP.

View Recording

Webcast

Washington State Capital Gains Tax

We invite you to join us as our tax professionals provide an overview of the new Washington State Capital Gains Tax, which was recently upheld by the Washington State Supreme Court.

Register

Recording

Illinois Increasing Unclaimed Property Enforcement for Noncompliant Holders

Illinois has completely overhauled its unclaimed property statutes and regulations including changes to reporting requirements, elimination of B2B exemptions and formalizing extrapolation techniques.

View Recording

Recording

California State Tax Issues: What You Need to Know in the New Year

Every business decision has a tax implication, so understanding how California state and local tax laws fit into your organizations’ business plan is a must.

View Recording

Recording

California New Unclaimed Property Law: Part 2

Join us as our presenters delve into the details with a focus on what holders need to be aware of in California, and how they can address the new law change in California Assembly Bill 466 to mitigate not only California unclaimed property exposure but exposure in all 50 states.

View Recording

Recording

Unclaimed Property Compliance Webinar

Please join BDO’s State & Local Tax practice for a compliance update focusing on unclaimed property issues and best practices. As states continue to navigate through a post-pandemic environment, it is important to review and discuss new legislative, regulatory and administrative changes that can directly impact your company.

View Recording

Recording

State Income Tax Year-End Update

Join BDO for an update on state income tax legislative and judicial issues. This webinar will address key state income tax 2021 developments and trends as well as what taxpayers and practitioners can expect for 2022.

View Recording

Recording

To Escheat or Not to Escheat? Unclaimed Property Considerations for Retailers

In this webinar we will provide an overview of unclaimed property in the retail industry, with a focus on gift cards, as well as discuss current legal considerations vital to retailers.

View Recording

Recording

Minnesota’s Pass-Through Entity Tax Election

During this webinar, we will explore the new Minnesota pass-through entity (PTE) tax election and who can benefit from this election.

View Recording

Recording

Pandemic Effect on Property Taxes

Nearly all local taxing jurisdictions, including municipalities, counties and boards of education, generate tax revenue through the imposition of property tax, which is one of the most substantial sources of local government revenue. The current economic environment further amplifies the need for jurisdictions to address budget deficits.

View Recording

Recording

Update on the District of Columbia's Qualified High Technology Company Benefits

Since introducing the Qualified High Technology Company incentive program in 2000, the District of Columbia has made changes to the qualifications and benefits of the program. Join us to learn about the most recent updates and what we are seeing on audits.

View Recording

See All Events & Webcastschevron_right