True Partners Insights

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True Partners Named a Fortune 2019 Best Workplace in Consulting and Professional Services

We are excited and proud to be a Fortune 2019 Best Workplace in Consulting and Professionals Services – Medium and Small Companies. View the list here. View our Great Place to Work profile here.

April 23, 2019

Colorado Adopts Revised Uniform Unclaimed Property Act

On April 16, 2019, Colorado Senate Bill 19-088, adopting the Colorado Revised Uniform Unclaimed Property Act, (“CO RUUPA”) was signed by Colorado Governor Jared Polis. The new legislation is scheduled to take effect on July 1, 2020. Among the more notable provisions in the new CO RUUPA is the absence of the standard holder reporting deduction (typically 2% or $25, whichever is greater), the reduction of many dormancy periods from […]

April 17, 2019


Yesterday the “Setting Every Community Up for Retirement Enhancement Act of 2019’’, known as the “SECURE Act” was introduced in the House of Representatives to amend sections of the Internal Revenue Code impacting retirement savings plans.  Some of the more significant proposals include: An increase in the cap for automatic enrollment safe harbor after 1st plan year from 10% to 15% Changes the non-elective contribution 401(k) safe harbor with the […]

April 4, 2019

Washington Tax Insight April 2019

Politics and Congressional Activity The FY 2020 budget submission from the White House was released on March 11th.  Treasury Secretary Mnuchin testified on the budget on March 14th before both the Ways & Means Committee and the Senate Finance Committee.  The $4.7 trillion budget proposal for FY 2020 calls for a 5 percent reduction in non-defense spending and states that it balances revenue and spending within 15 years.  The proposal […]

March 29, 2019

Women on Course – Request your Invitation

Chicagoland Ladies: Please save the date to attend our annual Women on Course event at Conway Farms Golf Club, a premier outing for executive women to sharpen their golf game and build relationships. Monday, June 17, 2019 8:00 a.m. – 5:00 p.m. The event is sponsored by William Blair, UL, True Partners Consulting, Zurich, Discover, and LPGA golf professional Jamie Fischer. The keynote speaker will be Kelly Tilghman, formerly with […]

March 29, 2019

Unclaimed Property for Financial Professionals – Oklahoma Central Region IOFM Chapter

Learn about Unclaimed Property from the experts. Sponsored by True Partners Consulting About this Event Accounts Payable, Accounts Receivable – All Accounting and Finance Professionals. Join the Oklahoma Central Region Chapter for it’s 2nd Quarter chapter meeting. Learn about Unclaimed Property from the experts. With States focusing on Unclaimed Property audits to increase revenue, and with recent changes, this is a great time to increase your knowledge and have a […]

March 28, 2019