UNCLAIMED PROPERTY REPORTING:
ARE YOU IN COMPLIANCE?
Hosted by DADOA and KPMG
Wednesday, April 19th, 2023
9:00 a.m. to 3:00 p.m.
1225 17th Street
Denver, CO 80202
8th Floor (KPMG Office)
Unclaimed Property Seminar Flyer 1.docx
TIME:
9:00 AM to 9:30 AM – Check-In, Light Breakfast, Networking, and Introduction
9:30 AM to 12:00 PM – Morning Session
12:00 PM to 1:00 PM – Lunch Provided
1:00 PM to 3:00 PM – Afternoon Session
COST:
DADOA Members: $80.00
Non-Members: $125.00
Who Should Attend: Managers, Supervisors, Analysts, and Accountants in your company who work with payments or information regarding payments. You never know when the dreaded audit letter will arrive.
Unclaimed property topics including pertinent updates related to unclaimed property audits, Voluntary Disclosure Agreement programs (including the DE VDA program), and legislative trends. Additionally, there will be a session on severance tax and merger and acquisitions that can impact division order analysts and land departments.
Light Breakfast, Coffee, Lunch, Drinks, and Snacks provided.
CPE, CPLTA and CDOA credits available, Apply for CPL credit on your own.
1. Program Description: This course provides participants with an update on unclaimed property legislative trends impacting examinations and compliance efforts. Participants will also learn about other critical tax topics, including the Delaware unclaimed property VDA program, timely severance tax updates, and merger and acquisition considerations for oil and gas professions.
After attending this course, participants should be able to:
· Describe unclaimed property legislative trends impacting unclaimed property compliance obligations and the oil and gas industry.
· Understand certain voluntary disclosure agreement program offerings and requirements to complete programs.
· Articulate common unclaimed property record keeping issues and how those can impact unclaimed property compliance.
· Discuss other tax types and merger and acquisition history and how it can impact business operations.
3. Target Audience: This program was designed for division order analysts, land department members, and other unclaimed property and tax professionals operating in the oil and gas industry.
4. NASBA Delivery Method: The NASBA Delivery method for this CPE Program is Group-Live.
5. Estimated CPE credit and Field(s) of Study: The estimated CPE credit for this course will be 4.5 credits in Field of Study 81: Taxes- Technical. Please note: The Final CPE and field of study will be confirmed after delivery of the program.
6. Prerequisites: There are no prerequisite requirements for this program.
7. Advance Preparation: There are no advance preparation assignments for this program.
8. Program Knowledge Level: Update: Learning activity level that provides a general review of new developments. This level is for participants with a background in the subject area who desire to keep current.
9. KPMG Accommodations Statement. KPMG provides reasonable accommodations to individuals who request such accommodations to participate in training. Individuals requesting such an accommodation(s) should contact your local HR professional at least two weeks prior to the start date of the program.
10. Course Registration Requirements: Please register directly through the registration link on the invitation.
11. Refund/ Cancellation Policy: Cancellations will be handled on a request only basis. No cancellations after Monday, April 17.
12. Complaint Resolution Policy: Any questions or issues with this program may be emailed to Nekia Davis at nekiadavis@kpmg.com.
13. KPMG is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final Authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219 Website: https://voivw.nasba.org
Register online at www.dadoa.org by April 17th, 2023
Contact Allison Blancett at ablancett@enerplus.com for more information.
