Webinar March 28-31, 2021

UPPO 2021 Annual Conference

Michael Giovannini, Kendall Houghton, Ethan Millar, and John Coalson will speak at this virtual conference hosted by the Unclaimed Property Professionals Organization (UPPO).

Michael Giovannini will be a speaker during the program “The Ins and Outs of IRAs” at this virtual conference hosted by the Unclaimed Property Professionals Organization (UPPO). Recent law changes at the state and federal levels are affecting the reporting of property held in traditional individual retirement accounts (IRAs). Learn how unclaimed property acts address IRAS and discuss potential effects of recent federal changes, including IRS Revenue Ruling 2018-17 and the CARES and SECURE Acts.

Kendall Houghton will participate in a mock trail. Witness the trial experience using recent unclaimed property cases as the backdrop.

Ethan Millar will serve on the panel “Audit Perspectives.” Getting through an unclaimed property audit can take a team that includes holders, lawyers, and consultants. The panel will discuss their recent audit experiences, significant issues and resolutions, and suggested tips and tricks.

John Coalson will provide a career’s worth of insight during “No Longer a Novice.” Unclaimed property professionals share their experiences going from beginner to veteran and share advice and insights learned along the way.

For more information, click here.

Media Contacts
Nicholas Clarke
Communications Director
Phone: 212.210.1222

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