Duff & Phelps’ Robert Peters and Sonia Walwyn at the 2019 UPPO Annual Conference

The Duff & Phelps Unclaimed Property and Tax Risk Advisory practice is a proud sponsor of the 2019 UPPO Annual Conference, which will be held March 24-27 in New Orleans, Louisiana.

Learn more about UPPO Annual Conference
 
The UPPO 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 present on the advanced-level session titled, “Compliance in the 21st Century”. This session will cover the ways holders are deploying technology to streamline procedures, drive efficiencies and achieve compliance with new methods. Bob will also discuss how technology solutions are being used in data gathering, due diligence and reporting.

Additionally, Director Sonia Walwyn, also in the firm’s Unclaimed Property practice, will co-present on the intermediate-level session titled, “Estimation Under Audits and VDAs”. Holders under examination or participating in a VDA may be subject to estimated liability. This session will explore estimation methodologies and considerations, and learn how states differ in their approach to estimation.