We are pleased to announce that Kathleen Moyer and Josiah Osibodu were both recognized as part of the team of inventors that designed an end-to end automated solution for the unclaimed property compliance process. Read more about the Patent - Application number: 20130097092
One of the common questions we receive has to do with how to obtain an unclaimed property policies and procedures manual. As we noted during our presentation at the 2013 Central Regional Conference for the Institute of Internal Auditors, which took place at the beginning of this month in Columbus, Ohio, there is no specific place to go for such document. Partly because, accounting procedures and systems vary from one company to another, and as such, policies and procedures manual tends to be company specific. Our September blog post presented below provides an outline for designing or writing an unclaimed property policies and procedures manual.
The Fall deadline to report unclaimed property is just around the corner and we want to remind our readers to consider states’ exemptions before finalizing their Fall reports. Our October blog post below highlights some of the states’ exemption, which varies by state, property type and industry.
Thank you to our readers that contacted us to find out when our next newsletter was going to be released. Our editorial group took a break for the summer and we hope you all had a pleasant summer. Starting this Fall, we will be changing to a quarterly newsletters.
For our readers located within the Tampa Bay area, you’re invited to attend the seminar on January 17, 2014 organized by the Lorman Education Services. Kathleen Moyer and Josiah Osibodu are the faculty members for this seminar and will be presenting “Unclaimed Property Reporting in Florida.” Read More
Thank you all for your time and support during 2013 and we wish you the best of luck as you prepare your Fall reports.