Jordan M. Goodman and Samantha K. Breslow Present a Webinar, “Unclaimed Property (The Expense You Never Saw Coming): Minimizing Exposure and Navigating a Successful Audit” – 2/11/21

A set of three jars with coins in them.


12:15PM - 1:30PM CT

CPE credit (pending)

Are you familiar with the concept of unclaimed property? Are you on a state’s audit radar? Has the Delaware Secretary of State issued you  a notice related to their voluntary disclosure program? Did you receive an audit notice from a third-party audit firm? Or, are you tasked with determining whether there is any potential exposure after an acquisition?

Regardless of whether you are familiar with unclaimed property, this brief webinar, presented by Jordan M. Goodman and Samantha K. Breslow with Laura Carlson and Scott Regan of Altus Group, will provide a helpful introduction, including an overview of qualifying property types and reporting requirements. Additionally, they will walk through the audit process, including strategies for navigating the process and potential go-forward compliance options, including voluntary disclosure.

Laura Carlson oversees Altus Group’s unclaimed property consulting practice where she specializes in multi-state audit defense and complex voluntary disclosure agreement projects. Scott Regan advises public and private companies on developing unclaimed property compliance and asset recovery programs. For 16 years, Scott has helped corporations throughout the United States solve unclaimed property compliance challenges.

Jordan M. Goodman is a partner at HMB and focuses his practice on resolving complex SALT controversies for Fortune 1000 corporations and wealthy families nationwide. Samantha K. Breslow is member of HMB's SALT Group whose practice spans SALT litigation and planning on issues involving income tax, sales and use tax, franchise tax and local taxes. Both Jordan and Samantha are well-versed and experienced in all aspects of unclaimed property including defending audits and successfully resolving controversies documenting closing agreements.

Register for the event here.


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