Unclaimed Property Compliance for Financial Institutions

Webinar: ID# 1034255
About The Presenter:
Maggie Young is a manager in Crowe Horwath’s State and Local Tax practice and has nine years of experience in state taxation. Her primary focus is unclaimed property consulting and compliance. She has extensive experience with state controversy resolution in the field of unclaimed property, income tax, and sales tax.

Maggie specializes in multistate unclaimed property compliance, voluntary disclosures, audit defense, risk mitigation, and exposure analysis. She assists clients in the retail, manufacturing, and financial services industries. Prior to joining Crowe Horwath, she was a tax auditor for the State of Michigan. Maggie is a licensed CPA in Illinois and certified by the Unclaimed Property Professionals Organization.

Michael Unger is a Senior Manager in Crowe Horwath’s Unclaimed Property practice. He has assisted complex, multinational companies with a variety of unclaimed property matters. Michael specializes in annual compliance, exemption analysis and liability reduction, state voluntary disclosures, and audit defense representation.

Michael is a lead for Crowe’s unclaimed property controversy services, having navigated numerous multi-jurisdictional unclaimed property settlements and advocating for more favorable outcomes for his clients. He also has a history of success in challenging questionable state audit techniques. Michael has a decade of unclaimed property experience and advises clients in several industries. He serves as the unclaimed property leader for Crowe’s financials sector and has heavy involvement in the controversy service line for healthcare, retail, and technology. Michael is certified by the Unclaimed Property Professionals Organization and has his MBA from the University of Missouri.

Zach Robbins has been a member of Crowe Horwath’s State and Local Tax practice since August 2015. He provides consulting and compliance services related to unclaimed property, credits and incentives, and sales and use tax. Zach has 5 years of unclaimed property experience and focuses his time on assisting clients with multistate compliance, voluntary disclosures, audit defense and risk mitigation. Zach received his undergraduate degree from The George Washington University in Washington, D.C. and his juris doctor from Suffolk University Law School in Boston. He is a member of the Illinois bar and certified by the Unclaimed Property Professionals Organization.
About The Training Provider:

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Webinar Descriptions,

Live Session:
Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts. All registrations for a live event will be given access to the OnDemand recording, at no additional cost, for 30 days following the event. This will allow a flexible alternative when last-minute conflicts intrude on scheduled events.

Live + OnDemand:
Includes two of the options above. Live session and 365 days access to On-Demand weblink plus a link to handouts.

Live + OnDemand & CD:
Includes all three options above. Live Session, 365 days of OnDemand, and CD-ROM plus handout links.

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Unclaimed Property Compliance for Financial Institutions
Available on CD or On-Demand formats
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