True Partners Insights

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True Partners Earns Designation as a Great Place to Work-Certified™ Company

We are excited and proud, once again, to earn certification as a “Great Place to Work®.” Thank you to our employees who strive every day to #BeTrue. Great Place to Work is the global authority on workplace culture, employee experience and the leadership behaviors proven to deliver market-leading revenue and increased innovation. The certification is awarded using validated employee feedback gathered with Great Place to Work’s rigorous, data-driven For All […]

October 22, 2019

Unclaimed Property Advisors Share Best Practices from IOFM’s APP2P Fall Conference & Expo

Jim Sadik and I recently exhibited at the 2019 IOFM AP & P2P Fall Conference & Expo in Scottsdale, AZ, at The Westin Kierland Resort & Spa.  APP2P connects accounts payable executives, leadership members and their teams, to focus on issues impacting their departments including A/P disbursements, procurement, payment automation, fraud, sales & use tax, and unclaimed property related audit risk and compliance issues. True Partners was excited to connect with many accounts […]

October 21, 2019

Section 382 Limitations at the Chicago Tax Club Fall Seminar

Don’t miss this session led by True Partners Consulting team members at the Chicago Tax Club Fall Seminar. November 6, 2019, 3:45 PM to 5:00 PM CPE hours: 1.5 Topic Section 382 Limitations IRC Section 382 provides some of the most complex obstacles to address when dealing with a significant ownership change. Our presenters will address both the existing procedures as laid out by IRC Section 382 as well as […]

October 8, 2019

Washington Tax Insight October 2019

Politics and Congressional Activity The number of legislative days for Congress remaining in 2019 are limited with both chambers in session for three weeks in October and limited days in November with a proposed adjournment date of December 13, 2019.  The long list of outstanding legislative issues that has been pending in 2019 continues, and the House inquiry into impeachment of the President will now present another challenge to the […]

October 7, 2019

CA SB 109 Enacted with Unclaimed Property Provisions

California Senate Bill 109 (CA SB 109), an act to amend the California Budget Act of 2019, was approved by Governor Newsom on September 27, 2019.  Among the revisions included in CA SB 109, the following language was included: “On or before March 1, 2020, the Controller shall provide the Joint Legislative Budget Committee and the chairpersons of the fiscal committees in each house of the Legislature with a report […]

October 5, 2019

Unclaimed Property VDA Program: Delaware Reaches Out Again

In May, we posted that the Delaware Secretary of State (SOS) had begun issuing a new round of letters inviting companies to enter the Voluntary Disclosure Agreement (VDA) Program to ensure compliance with Delaware’s Abandoned or Unclaimed Property Law.  Read the prior post here. Last week, the SOS sent an email to holder advocates reminding them that, pursuant to 12 Del. C. §1173(b), it had recently sent out invitations to […]

October 4, 2019