Valuation Advisory
Valuation and consulting for financial reporting, federal, state and local tax, investment and risk management purposes.
Valuation AdvisoryDuff & Phelps to Sponsor 2018 UPPO Annual Conference
Tampa Marriott Waterside, 700 South Florida Avenue
Tampa, FL 33602
March 4-7, 2018
Duff & Phelps Unclaimed Property practice is a proud sponsor of the 2018 UPPO Annual Conference, which will be held from March 4-7 in Tampa, Florida.
Register here for the conference
The annual conference is the premier event for professionals responsible for unclaimed property, providing information and connections needed to minimize your company’s risk, and achieve and sustain compliance with unclaimed property laws and regulations.
Managing director Robert Peters in Duff & Phelps’ Unclaimed Property practice will co-present on the intermediate-level session titled, “Fraud: How Secure Are You?”, which will examine government and private sector case studies, and essential controls to prevent internal and external fraud.
Additionally, director Sonia Walwyn, also in the firm’s Unclaimed Property practice, will co-present on the intermediate-level session titled, “Internal Outreach”. Within any organization, internal collaboration is critical for meeting unclaimed property compliance needs. Whether the end goal is a compliance issue, problem solving, a system conversion, or an innovative idea to make the process more efficient, find better ways to get help from people across business lines.
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Property tax, site selection, transfer pricing, sales and use tax and unclaimed property advisory.
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Unclaimed Property and Tax Risk AdvisoryInsights
Publication
Investment Risk of the EU’s Anti-Tax Avoidance Directive
by Andy Murray
Publication
FCA Publishes Priorities for 2019-2020
by Ian Manson
Publication
OCIE Risk Alert Relating to Regulation S-P – Privacy Notices and Safeguard Policies
Alternative Asset Advisory
Duff & Phelps Contributes to ILPA’s Guidance for GP-Led Secondary Transactions
by Dexter B. Blake, III
Publication
Deadline for Form 42: Employment Related Services
by Marie Barber
Compliance
Regulatory Focus – March 2019
by Ian Manson
Events
Duff & Phelps’ Matt Billings to Speak at TP Minds Canada Conference
June 11-12, 2019 Toronto , Canada
David Lewis and Stean Hainsworth to Speak at 2019 TP Minds Australia Conference
May 21-23, 2019 Sydney , Australia
