Category: shameless self-promotion

Tips for Claiming Abandoned Property From Kiplinger’s Personal Finance

The September 2011 issue of Kiplinger’s Personal Finance has an article by Michael Stratford that contains some helpful tips on claiming abandoned property.  In addition to the normal advice about checking the NAUPA site and being wary of scams, the article also provides information about unclaimed property (savings bonds, tax refunds, etc.) held by the federal government as well as some tips for claiming property.  . . . . Not to mention some expert advice from a well-known escheat blogger =)

UPPO to Offer Foreign Unclaimed Property Webinar

Unclaimed property laws outside the U.S. have been a regular topic here for quite some time.  Those looking to bolster their knowledge and understanding of non-U.S. unclaimed property laws, and how U.S. laws deal with property owed to non-U.S. owners may want to check out the webinar below.

On May 26, 2011, the Unclaimed Property Professionals’ Organization is hosting a webinar on Foreign Unclaimed Property.  The webinar will cover the basics concerning the reporting and delivery of unclaimed property owed to non-U.S. holder, and provide information concerning the unclaimed property laws of jurisdictions outside the U.S.  (Full disclosure:  the author of this blog is one of the presenters).

The UPPO is probably the most well-known and active organization committed to representing the holders of unclaimed property.  Along with these webinars, the UPPO offers other educational information, networking events, contacts with state officials, and other invaluable opportunities for unclaimed property professionals.  Whether you are new to the field of unclaimed property and looking for help with the basics, or a seasoned veteran looking to expand your knowledge base and contacts, UPPO membership is highly recommended.

UPPO Annual Conference in San Antonio

As a reminder, next week is the UPPO Annual Conference in San Antonio, Texas.  Join your fellow unclaimed property professionalsfor 3 days of unclaimed property classes, contacts and information. Regardless of your specific interests or level of expertise, there is something for everyone.  Basic, intermediate and advanced courses are being offered. There will also be a state administrator open forum, industry-specific breakout groups, and networking events.

An Exercise in Shameless Self-Promotion

As a public service, Escheatable would like to tip you off to a few upcoming events that are sure to be fascinating, insightful, and a tremendous use of your time.  In (possibly) related news, I am speaking at these events.

The 2011 Unclaimed Property Professionals’ Organization National Conference
March 6 to 9 in San Antonio, Texas
Join your fellow unclaimed property professionals in San Antonio, Texas for 3 days of unclaimed property classes, contacts and information.  Regardless of your specific interests or level of expertise, there is something for everyone.  From Unclaimed Property 101 for those of you who have been recruited (or dragooned) into unclaimed property to advanced topics for the seasoned professional.  There will also be a state administrator open forum, industry-specific breakout groups, as well as networking events with your fellow unclaimed property professionals.

Basic, intermediate, and advanced courses are offered.  CPE credit is available.

If you’re much more New Jersey focused, the following may be more your liking:
Lorman Seminars: Unclaimed Property Reporting in New Jersey
March 4 in Parsippany, New Jersey

  • Find out what unclaimed property is and how it affects your business
  • Avoid the financial risks of not complying with unclaimed property reporting laws
  • Learn how to prevent – or survive an audit
  • Discover what the future holds as unclaimed property continues to emerge in the marketplace and state requirements evolve

 This seminar provides both CPE and CLE credit.