Content Provider
Crowe

Middlebanner rc110922
Crowe unclaimed ss

UNCLAIMED PROPERTY: THE HIDDEN TAX AND ITS IMPACT

CPE Processing Fee$15.00
Webinar TranscriptionN/A
Presentation Length Hour(s)1.5 hours
CPE Credits 1.5 hours
Subject Area 1.5 - Taxes
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateMay 2, 2016
Date OfferedMay 20, 2016
Expiration DateMay 20, 2017
Series: Taxes
Course Description

This live webinar is designed as an introduction to the area of unclaimed property. Although not a tax; unclaimed property is often characterized as a tax and whose administration is often delegated or tasked to tax professionals. The webinar will begin with an overview of the nature of unclaimed property as well as the rationale for its administration and functionality.

The webinar will then transition into the heart of the webinar in which attendees will be introduced to:

1) some of the differences between unclaimed property and tax;
2) some of the current trends with respect to the jurisdictional enforcement mechanisms; and
3) some suggested best practices.

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Learning Objectives

  • Identify basic concepts, definitions, and rationale with respect to unclaimed property administration (including differences between unclaimed property and taxes, current jurisdictional enforcement activities, and ways holders can maximize their unclaimed property posture).

Not logged
Handout Materials
Presentation Slides
Additional Materials
Glossary
Course Outline
Review Questions
Review Questions
QUESTION 1: 12:00 minutes
QUESTION 2: 19:45 minutes
QUESTION 3: 47:30 minutes
QUESTION 4: 53:30 minutes
QUESTION 5: 1:07:05 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

Loading ...

Loading ...
Linkedin

Marc Grossman

Crowe LLP
Senior Manager Salt
marc.grossman@crowe.com
(404) 495-7107

Marc Grossman, Esq. is an attorney with a LL.M. (Taxation) who specializes in state and local taxation. At the heart of his mission is providing personalized state and local tax expertise specifically tailored to your issues. In particular, whether the assistance encompasses “one off backstop” inquiries all the way to more in depth turn-key state and local tax consulting solutions, Marc believes in offering “Big Four” state and local tax guidance and assistance at reasonable professional rates so that taxpayers, business owners, and “C” Suite Executives/their team can focus on their area of expertise. Prior to joining Crowe, Marc spent almost two decades with two of the “Big Four” national public accounting firms as well as another large national public accounting firm where he focused on examining clients’ business operations from primarily an indirect tax perspective so as to maximize potential refund opportunities and minimize possible indirect tax exposure. Methodology utilized to assist clients included, but was not limited to: Representing clients in sales and use tax and unclaimed property audit examinations, researching state and local tax controversy positions, identifying potential state and local tax refund opportunities, supervising taxability studies, participating in M&A indirect taxation reviews, analyzing results of clients’ nexus studies, calculating potential indirect tax exposure, assisting with the drafting of client FAS 5 indirect tax reports, co-developing indirect tax planning opportunities, reviewing clients’ unclaimed property functions, and being a firm Southeast indirect tax network resource.

Nasba
Logo qas

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Crowe
Combining thought leadership and industry specialization, the Crowe Public Sector Series connects business officers in the exempt community with information about recent developments and best practices. The series includes seminars, webinars, and alerts to help you stay current with pressing issues that affect your organization. To sign up to receive upcoming thought leadership via email or to register for upcoming events, please visit: www.crowehorwath.com/ps