Events and webinars
2020 UPPO Annual Conference
Mar 29, 2020
Our unclaimed property executives are exhibiting at the 2020 UPPO Annual Conference.
Live webinar | Unclaimed property: information gathering and record retention
Mar 11, 2020
The key to a successful review of your unclaimed property liability lies in the process of information gathering and record retention policies. The ongoing practice of maintaining complete files helps to ensure all documents are timely and accurate and reduces the burden of tracking down historical information. Especially with the recent trend of Delaware sending out notices inviting companies to participate in their voluntary disclosure program prior to launching and audit, now is the time to address your files.
On-demand webinar | Unclaimed property best practices
Oct 30, 2019
Holders can engage in a number of unclaimed property best practices designed to identify areas of potential exposure and develop strategies to mitigate audit risk. This session will address the steps to consider to be ‘audit ready’ from both an accounting and legal perspective.
On-demand webinar | Personal property tax inventory reporting
Oct 29, 2019
Inventory reporting for Personal Property purposes may seem straight forward; however, there are many factors to consider within the thousands of taxing jurisdictions in the U.S.
On-demand webinar | Unclaimed property policies & procedures
Jun 28, 2019
Altus Group and guest speaker from Alston and Bird discuss unclaimed property fundamentals that will be the basis of forming a business’s unclaimed property policies and procedures. Regardless of reporting history, participants will benefit from this informative webinar.
On-demand webinar | The complexity of indirect taxation in the oil and gas industry
Apr 24, 2019
Indirect taxes can have an adverse impact on the financial performance and the value of oil and gas assets if not properly managed. Property taxes, sales and use taxes, and gross receipts taxes, including severance taxes, can be deceptively simple, which can lead to companies substantially overpaying. Whether you are in a supervisory role or responsible for filing returns, it’s important for all oil and gas accounting professionals to understand indirect taxes and valuation methods to minimize “above-the-line” tax expenses for your organization.
On-demand webinar | Hotels, capital investments, and taxes
Mar 27, 2019
In the hotel industry, capital expense projects are driven by numerous factors, such as improving, maintaining, or repairing a property, or fulfilling the requirements of brand standards. For owners, CapEx are necessary to preserve the property’s competitive edge. But assessors often misunderstand the function of CapEx and see reserves and CapEx as interchangeable when applying adjustments to assessed value.
On-demand webinar | Personal property tax proactive compliance: it’s not just reporting and paying
Oct 30, 2018
Personal property tax is often looked at as a necessary annual reporting and payment exercise, instead of an annual expense that can and should be managed. Consequently, most companies pay more tax than they should. This timely webinar, taking place as year-end reporting preparations are beginning, will help taxpayers understand how their assessments are derived and discuss tax savings strategies that can be implemented prior to next year’s filing requirements.
On-demand webinar | Working with states to tackle unclaimed property issues
Sep 18, 2018
The importance and benefit of transparent communication between companies and states when addressing unclaimed property is often overlooked. Therefore, it is important to understand how best to approach the states in an atmosphere where both holders and states are uncertain about the answers. Joining us is Brian Munley, Director for the Pennsylvania Bureau of Unclaimed Property, who will speak about the concerns that state administrators may have in answering questions and the internal processes that states must satisfy to provide guidance.
On-demand webinar | The best defense: Protecting yourself against personal property tax audits
Aug 7, 2018
With the majority of the 2018 compliance deadlines in the rearview mirror, the peak of audit season begins. Will you be ready to comply with requests for data for the past four to six years? Is your historical data readily available to send to the auditor? Are you unsure about what you have to actually provide under audit compared to the lengthy information request? During this webinar we will discuss best practices for effectively handling a personal property audit to ensure compliance and minimize exposure.
On-demand webinar | Sales & use tax fundamentals: Wayfair Supreme Court ruling: South Dakota vs. Wayfair et, al.
Jul 26, 2018
The recent U.S. Supreme Court ruling in South Dakota vs. Wayfair et, al. has established a new “economic” nexus standard requiring the collection and remittance of sales tax by remote online sellers selling taxable goods and services to in-state residents. As a result of this ruling many companies that have not had to collect and remit various states’ sales tax will now be faced with the daunting prospect of having to collect and remit sales & use tax to hundreds, if not thousands, of taxing jurisdictions on remote sales.
On-demand webinar | Unclaimed property fundamentals: Filings (the unclaimed property reporting cycle)
Jun 13, 2018
Managing the unclaimed property compliance function including the continuously changing state statutes can be a gruesome task. In-depth reviews, as well as strong policies and procedures, are necessary to ensure accurate escheatment takes place. Not adhering to these parameters may result in a costly state audit and/or very high interest and penalty fees.
On-demand webinar | Unclaimed property fundamentals: Delaware Secretary of State Voluntary Disclosure Program
Dec 19, 2017
The extensive and complex requirements of the Delaware Secretary of State Voluntary Disclosure Agreement Program (“DE VDA”) means that conducting a self-review must be closely managed and monitored. Determining the entities and property types in scope and evaluating the years where complete and researchable records are available requires that the project manager work closely with almost every department of the business.
On-demand webinar | Taxing the hospitality industry: Are you paying excessive state and local taxes?
May 2, 2017
Consistency is an important metric for a hotelier, but what is important to operations and design, may be a detriment when handling state and local tax matters. To ensure you aren’t overpaying taxes or missing important deadlines, you must customize your tax management strategy based on the type of tax and the taxing jurisdiction.
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