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Unclaimed Property Insights

Cathleen Bucholtz and Alexis Bergman Speak at TEI’s 76th Annual Conference

We’re so pleased to have these ladies participate in two panel discussions at TEI’s 76th Annual Conference. Don’t miss these sessions! Unclaimed Property – What the Tax Department Needs to Know Cathleen Bucholtz and fellow panelists Monday, October 25 2:00 – 3:00pm Modeling Potential Impacts of Legislation and Planning Alternatives: Best Practices and Knowing When to Outsource Alexis Bergman and fellow panelists Tuesday, October 26 2:00 – 3:00pm  

September 15, 2021

Practical and Tactical Strategies to Minimize Your Unclaimed Property Exposure

Robert Tucci and I recently exhibited at the 2021 IOFM APP2P Spring Conference & Expo in Lake Buena Vista, FL at Disney’s Coronado Springs Resort.  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 payable professionals […]

September 10, 2021

Preparing for the upcoming Unclaimed Property Fall 2021 Compliance Season

Summer is winding down (sad!) and now is the time to prepare for Fall unclaimed property (UP) compliance.  Whether you have just taken on unclaimed property compliance or have been doing it for years, here are five things to keep in mind when getting ready the Fall 2021 unclaimed property compliance season: Due Diligence. If you haven’t done so yet, the window of time to send your statutorily required due […]

August 27, 2021