- Summary
- CPE Information
- Speakers
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. These changes demonstrate the importance for companies to have robust unclaimed property policies and procedures as well as being comfortable with their annual filing process. Our presenters will provide you with insights and trends to help you thrive.
Manuel Juarez - Manager, Unclaimed Property, State & Local Tax Services, BDO USA, LLP
Andres Macellaro - Escheat Manager, Unclaimed Property, State & Local Tax Services, BDO USA, LLP
James Mann - Manager, Unclaimed Property, State & Local Tax Services, BDO USA, LLP
Danielle Spadavecchia - Managing Director, National Unclaimed Property Compliance Practice Leader, BDO USA, LLP
Learning Objectives:
- Describe best practices for the annual compliance filing process
- Define compliance audit techniques and mitigation options
- Apply common policy and procedure questions and recommendations
Delivery: This webinar will be delivered via the BDO Online CPE Network
Prerequisites: None
Advanced Prep: None
Credits: 1.5 CPE credits in the field of Tax
Program Level: Basic

BDO USA, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
www.nasbaregistry.org