Recorded Webinars


Unclaimed Property – Should You Give Escheat?

Credits: 1.2 CTP/CCM | 1.2 FP&A

The issue of unclaimed or abandoned property is something most organizations need to address in order to follow the law. As this process can be complicated this webinar walks participants through the basics of abandoned and unclaimed property ("AUP"), discusses priority and sourcing rules and highlights current litigation and hot topics in the world of AUP.

Learning Objectives

  • Gain understanding of working with unclaimed property
  • Learn about rules and related topics for escheatment

This recording was originally delivered as a live event on Thursday, August 29, 2021 and is now available to you as a convenient and cost-effective way to support your learning and development while also earning CTP, CCM and/or FPAC credits.

Credits Confirmation
Take the quiz that appears at the conclusion of the recording within your recertification cycle to earn eligible credits.  Once you’ve successfully completed the quiz, you will be prompted to complete a brief Credits Request Form. Following the completion of this form, an email confirmation of credits earned and directions to post your credits in the Recertification Reporting Tool will be sent to you for your records. If you attended the live version of this webinar, you cannot earn credit for the recorded as well.


  • Robert Joseph, Jr.
  • Brandi Wendt
    Tax Manager