Why is Abandoned and Unclaimed Property Important to Accounts Payable (and Accounts Receivable)?
Thursday, January 17, 2019; 2 to 3 p.m. EST
Brought to you by:
Robert Joseph Jr., Director - State and Local Taxes, PwC
Meg Taylor, Manager - State and Local Taxes, PwC
Description: This 50 min session will provide the basic fundamentals of abandoned and unclaimed property, while providing a special focus on what AP and AR professionals should really focus in on. We will cover the compliance regulations, audit landscape and current litigation and legislation.
Robert Joseph Jr. Bio:
With more than 15 years of experience providing state and local tax services, Robert has extensive experience working with the firm's clients in the healthcare, manufacturing, entertainment, retail, oil & gas and information service industries. He has extensive experience providing multi-state tax services, specializing in sales and use tax and unclaimed property.
Robert has been successful in mitigating client escheat exposures in VDA and audit settlements before many state escheat divisions. This success is largely attributable to his deep understanding of accounting principles, transaction flow, professional relationship with the divisions and unclaimed property law. Robert has extensive experience providing clients with general consulting, audit defense, voluntary disclosures, policy & procedure reviews, compliance services and mergers and acquisitions consulting. Robert has given numerous presentations to clients in regards to unclaimed
property best practices.
Robert is an active member of the Unclaimed Property Professionals Organization, currently serving in a leadership capacity as a Conference and Seminars co-chair.
Bachelor of Science in Accounting – Xavier University
Meg Taylor Bio:
Meg Taylor is a Manager with PricewaterhouseCoopers LLP ("PwC). She has over eighteen years of Abandoned and Unclaimed Property ("AUP") experience working with clients in various industries. Meg specializes in AUP and spends the majority of her time serving clients in this area.
Meg joined PwC's AUP practice in 1997 and began working full time in the AUP practice in 1999. Meg's experience in the unclaimed property area includes state and third-party audit defense; assistance with voluntary disclosures; development and implementation of best practice AUP policies and procedures; AUP compliance; and liability reserve estimation. Meg has assisted clients in the healthcare, insurance, manufacturing, and retail industries.
Bachelor of Arts from North Carolina State University (NCSU)
Field of Study: Taxes
Program Level: Intermediate
Delivery Method: Group Internet-Based
Advanced Preparation: None
Successful completion of this program qualifies you to receive up to 1 CPE credits.