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Unclaimed Property Insights

Robert Joseph and Jim Sadik Speak at Association for Financial Professionals (AFP) Atlanta 12th Annual Education Day

Members and non-members are welcome to attend the AFP 12th Annual Education Day, taking place August 15, 2018. Join Robert Joseph and Jim Sadik as they educate attendees on “Unclaimed Property: Top 10 Things Financial Professionals Should Know.” Hellenic Community Center 2500 Clairmont Road Atlanta, Georgia 30329 August 15, 2018 1:15 – 2:05 PM Unclaimed Property: Top 10 Things Financial Professionals Should Know Speaker: Robert Joseph, Senior Manager, Unclaimed Property […]

June 27, 2018

True Partners Consulting Expands Tax and Unclaimed Property Leadership in Chicago, Los Angeles and New York

Matthew John McNally, Steven Swaigenbaum and Troy Wangen have been promoted to Managing Director in New York, Los Angeles and Chicago respectively. July 1, 2018 – True Partners Consulting LLC (True Partners), a trusted tax and business advisory firm, announced today the promotion of Matthew John McNally, Steven Swaigenbaum and Troy Wangen to Managing Director in True Partners’ New York, Los Angeles and Chicago offices, respectively. Matthew leads the partnership […]

June 26, 2018

AP & P2P Session Recap by Jim Sadik – Unclaimed Property: Beyond Compliance Requirements

Robert Tucci and I recently exhibited and presented at the 2018 IOFM AP & P2P Spring Conference & Expo in Orlando, FL.  APP2P connects Accounts Payable executives, leadership and their teams, to focus on issues impacting their departments daily including procurement, payment automation, fraud, and compliance. True Partners was proud to connect with numerous Accounts Payable professionals via our exhibit booth and our interactive session: Unclaimed Property: Beyond Compliance Requirements –  How Critical Unclaimed […]

May 30, 2018