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Unclaimed Property
Q. Is it okay to report abandoned property under the DBA of the owner of a property?
A.
(Answered by IOFM third-party unclaimed property advisor)
It is best to report property to the state under the… Read More
Q. Currently we use an unclaimed property filing system to assist with compliance with unclaimed property. When we import properties into the filing system we have an issue with the same owner having… Read More
By Jim Sadik
Trends, Challenges, and Opportunities
People often ask me about the top trends I am seeing in unclaimed property in both accounts payable (AP) and accounts receivable (AR). In this… Read More
Q. I am wondering what is common best practice out there when it comes to which group owns the unclaimed property escheatment process. Currently, this responsibility lies within our General… Read More
Q. California's dormancy period is three years; however, the funds we need to escheat belong to other states. My question is, when filing a holder report do we use the 3 years for CA or that… Read More
Q. I have been thinking about the current way we issue 1099s/unclaimed property and wanted to ensure we were correct as we have recently acquired additional companies that handle processes… Read More
Course Description
The Order-to-Cash Solution Consultant Certificate Program (AOCSC) trains vendors to speak the language of their clients in the order-to-cash space. The program covers all areas
Course Description
The course covers AR fundamentals, best practices and regulatory compliance, all of which are necessary to understand the business needs tof those who work in the accounts
Course Description
Managing cross-functionally brings a unique set of leadership challenges. This course highlights best practices from organizations that have aligned O2C, sharing actionable
Course Description
While every organization has an O2C process (fulfillment of orders, assignment of credit lines, applying cash received and collecting invoices that are past due), most are
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