TRUE ALERT – SENATE BILL 13 AND IMPACT ON UNCLAIMED PROPERTY

SENATE BILL 13 AND IMPACT ON UNCLAIMED PROPERTY SB 13 Proposes Sweeping Reforms to Delaware’s Unclaimed Property Program.On January 12, 2017, Senate Bill (“SB”) 13 was introduced in Delaware, potentially significantly impacting the state’s existing unclaimed property program. If enacted the bill, which was cosponsored by Senator Bryan Townsend and Representative Bryon Short, would effectively rewrite some […]

DUNBAR & TRUE PARTNERS WEBINAR

DUNBAR & TRUE PARTNERS WEBINAR Join us April 4th for a free joint webinar with True Partners.  Items to be discussed will be new legislative updates, hot topics in unclaimed property and spring reporting highlights.  Contact us if you would like to attend.

2017 UPPO ANNUAL CONFERENCE

2017 UPPO ANNUAL CONFERENCE The Unclaimed Property Professionals Organization is holding its annual conference in Austin, Texas from March 19th – 22nd.  The conference integrates networking and premier education into every aspect of the 3.5 day agenda. You’ll leave the conference with the information and connections needed to minimize your company’s risk, and achieve and […]

NICSA STRATEGIC LEADERSHIP CONFERENCE

NICSA STRATEGIC LEADERSHIP CONFERENCE National Investment Corporation Services Association will be holding its annual Strategic Leadership conference from January 29-31 in Hollywood, FL.  To learn more please see NICSA’s website.

TRUE ALERT – FINANCIAL SERVICES

TRUE ALERT – FINANCIAL SERVICES All businesses are likely to generate unclaimed property (“UP”), and the financial services industry is no exception. Like other businesses, it must address potentially reportable UP in the form of vendor and payroll checks and other general ledger property.

WILLIAM HANSON JOINS DUNBAR

Dunbar announced recently that William (B.J.) Hanson has joined the firm to further develop their growing portfolio of accounts. Formerly a Senior Vice President with industry giant Keane, B.J. Hanson comes with a wealth of experience within the unclaimed property industry.

UNCLAIMED PROPERTY SERVICES – MERGER AND ACQUISITION

Merger and acquisition (“M&A”) activity in 2015 was rich in large dollar deals, while in 2016 the focus has been on smaller, but more numerous, transactions. Unfortunately, no matter the M&A climate, companies often inadvertently inherit an unknown liability from the companies that they acquire (“Targets”).

TRUE PARTNERS AND DUNBAR

The Financial Services Industry and UP All businesses are likely to generate unclaimed property (“UP”), and the financial services industry is no exception. Like other businesses, it must address potentially reportable UP in the form of vendor and payroll checks and other general ledger property.

Dunbar Appoints New Director of Sales

FOR IMMEDIATE RELEASE DUNBAR Appoints New Director of Sales Fast Growing Unclaimed Property Firm Strengthens Team Los Angeles, CA – September 1 – Dunbar (www.dunbargroup.com) recently announced that William (B.J.) Hanson has joined the firm to further develop their growing portfolio of accounts. Formerly a Senior Vice President with industry giant Keane, B.J. Hanson comes […]

TRUE ALERT – MERGERS & ACQUISITIONS

TRUE ALERT – MERGERS & ACQUISITIONS Want to know more about how unclaimed property is associated with Mergers & Acquisitions or things to be aware of?   Read this newsletter.