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SALTrends: Unclaimed Property 101 – Examining the Basics of Escheatment


September 8, 2022

11:00 AM – 12:00 PM EDT



It is not uncommon for a business to hold aged balances payable to customers, employees, vendors, and business partners, which may trigger an unclaimed property filing obligation. This often leaves business owners with the daunting task of adequately returning the funds to the owners or accurately remitting the unclaimed funds to each state. Fortunately, understanding the basics of unclaimed property and establishing internal processes can help businesses manage their annual reporting requirements and avoid unanticipated assessments.

Join our State & Local Tax Services Director Jeff Monsman for an in-depth discussion on the various state requirements of unclaimed property reporting, including:

  • Overview of unclaimed property and understanding of reporting obligations
  • Examining dormancy periods and state priority rules
  • Tips for adequate due diligence and annual reporting
  • Insights into the creation of internal policies and procedures

This webinar qualifies for 1.0 hour of CPE based on Ohio CPE requirements.

Please note our webinar sessions can accommodate a maximum of 250 individuals. Should you experience difficulties accessing the live broadcast, it is likely due to reaching attendee capacity. For your convenience, a recording will be made available on our webinar recording webpage following the presentation.


Jeffrey Monsman Director, State & Local Tax Services