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Unclaimed property specialist strengthens firm’s expertise
LOS ANGELES – May 1, 2008 – True Partners Consulting LLC today announced that Cathleen Bucholtz has been promoted to managing director and national unclaimed property practice leader.
As the national leader for True Partners’ Unclaimed Property practice, Bucholtz oversees one of the largest dedicated professional teams in the industry that provides multi-jurisdictional unclaimed property services in the areas of audit defense, voluntary disclosures, comprehensive diagnostic reviews, annual compliance, process improvements, and other customized services to meet client needs. She brings more than 16 years of experience in both unclaimed property and sales and use tax consulting, including statistical sampling, training client personnel, and identification of planning opportunities.
“Cathleen was a natural fit for this position,” said Cary McMillan, chief executive officer of True Partners. “Her proven excellence in this area is of utmost value to the firm, and her industry leadership and involvement will help us continue our tremendous growth.”
Prior to joining True Partners Consulting, Bucholtz was the western region leader for KPMG’s Unclaimed Property practice and prior to 2002 she was an integral member of Arthur Andersen’s National Unclaimed Property team. Before entering public accounting, Bucholtz worked for the California State Board of Equalization as a senior tax auditor and acting field audit supervisor, where she was responsible for conducting a wide variety of field audits of major corporations in various industries.
“It is exciting to continue leveraging my background on behalf of the firm’s clients. The in-depth experience I have gained over the last 16 years has enabled me to provide the highest quality service to my clients.” said Bucholtz “I look forward to applying that knowledge and experience to an increased segment of clients in my new role.”
Bucholtz has a long standing history and commitment to the education of industry professionals in the area of unclaimed property. She has spoken before numerous trade and professional organizations including the Unclaimed Property Professionals Organization (UPPO); American Payroll Association (APA); Institute for Professionals in Taxation (IPT); and the National Business Institute (NBI).
Since 2006, Bucholtz has served as the UPPO Education Committee Co-Chair and is responsible for the development and execution of the organization’s annual and regional educational conferences for hundreds of participants annually from a wide variety of industries, including transportation, financial, insurance, retail, manufacturing, and health care. She was recently nominated for candidacy as the second vice president to the UPPO Board of Directors for 2008, a prominent leadership position that automatically succeeds to first vice president in 2009 and president in 2010.
A graduate of the University of California in Santa Barbara, Bucholtz earned a Bachelor of Arts degree in business economics, and is a licensed Certified Public Accountant (CPA) in the states of California and Washington. Bucholtz is also a member of the American Institute of Certified Public Accountants.
About True Partners Consulting LLC
True Partners Consulting is a world-class tax and business advisory firm that helps large public and private enterprises navigate complex financial regulations without the Sarbanes-Oxley-created conflicts inherent in offering both tax consulting and audit services. The firm provides a broad range of services, including analysis and counsel concerning the tax impact of business issues such as organic or acquisition-driven growth, filing practices, business restructuring or bankruptcy. The firm also conducts refund reviews, analyzes clients’ tax exposure and prepares responses to audit inquiries, in addition to helping clients address compliance issues.
The firm has offices in Chicago; New York; Los Angeles; San Jose, Calif.; Tampa Bay, Fla.; Boston; and London. There is also a Paris office, ArtemTax International, which is the first member firm in the True Partners Consulting International network. Find additional information at www.tpctax.com.
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