Abandoned or Unclaimed Property (AUP) can be a material, unidentified exposure for many companies. Criteria for AUP varies by state, requiring companies to understand the varying rules in order to mitigate their AUP exposure.
We will provide a base-line introduction to AUP as well as updates and insight about what states are doing in this area. Discussion points will include due diligence, AUP remediation, basic AUP reporting, contingent fee audits, priority rules and contractual anti-limitations. The focus throughout will be on the practical approach you can take to minimizing your AUP risks.
Registration is free and this course is eligible for 1 CPE credit.
CBIZ & MHM Executive Education Series:
Unclaimed Property: What You Don’t Know Can Hurt You
Thursday, July 9, 2015, 1-2 p.m. CDT