Webcast Replay: Duff & Phelps Unclaimed Property Reporting and Compliance Webcast

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Webcast Replay: Duff & Phelps Unclaimed Property Reporting and Compliance

Listen to an informative and interactive webcast on unclaimed property reporting and compliance. Duff & Phelps will discuss how to keep up with changing legislation and regulation, as well as best practices on data gathering, liability reduction, state mandated due diligence and final reporting. The findings in this webcast will provide you with the information you need to navigate the evolving compliance landscape.

Duration: 1 hour

Download Webcast Slides

Topics covered:
Property types that the states require companies to address

  • Unclaimed Property data gathering and system query techniques
  • Exemptions, deductions and liability reduction
  • State mandated due diligence notifications
  • NAUPA formatting
  • Final unclaimed property report preparation and submission
  • Payment remission
  • Record retention
  • Unclaimed Property Asset Recovery
  • Escheatment tools and best practices

Presenters:

  • Scott Regan, Director, Duff & Phelps
  • Keela Ross, Director, Duff & Phelps
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