True Partners Insights

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Ready for a Change? Updates Impacting Unclaimed Property (UP)

This article originally appeared in the Fall 2019 issue of the Journal of State Taxation. Download a PDF of this article. Changes: I Don’t Like the Sound of That… Let’s admit it, nobody likes change.  However, companies should be aware that in the past few years the UP arena has been inundated with new state legislative and administrative actions that have significantly changed the overall UP landscape.  While many of […]

November 7, 2019

Input and Info to Intel: A Journey of Tax Technology Transformation

Authored by Anli Chen, Director – Technology Transformation We are in the age when people are overwhelmed with inputs while hungry for meaningful and impactful intelligence. This is especially true for the tax function of an organization where regular reports, financial data points, regulatory updates, or system extracts, in fragmented and sporadic fashions, are aggregated for compliance and regulatory purposes. As a response, tax technology platforms have evolved beyond basic […]

November 5, 2019

Washington Tax Insight November 2019

Politics and Congressional Activity The House and Senate both passed a continuing resolution (CR) that extends government spending authority through November 21st, thereby averting a government shutdown at the end of September.  The House has approved a number of the annual appropriations bills, but they were developed prior to the passage of the Bipartisan Budget Act of 2019 (BBA) (enacted on August 2nd), which lifted the statutory caps on discretionary […]

November 4, 2019

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