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Overview of Delaware's unclaimed property compliance requirements

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Thursday, September 30, 2021
1:00 pm - 2:00 pm ET

Delaware plays a leading role nationally in the arena of unclaimed property compliance.  The Supreme Court decision Texas v. New Jersey, 379 U.S. 674 (1965) assigns enhanced unclaimed property collection responsibilities to a company’s state of incorporation, and many choose Delaware as their state of domicile. 

With the enactment of DE SB 104 on August 1st, Delaware updated its unclaimed property statute including the unclaimed property voluntary disclosure agreement and audit programs.

Attending this webinar will allow the participant to:

• Become familiar with your company’s compliance requirements with Delaware’s unclaimed property statute, amended by DE SB 104 in August 2021.
• Review details of Delaware’s annual unclaimed property filing requirements.
• Get an overview of Delaware’s annual compliance review process.
• Learn about Delaware’s ongoing voluntary disclosure agreement and audit programs and the differences between each program.
• Gain an understanding Delaware’s owner reunification efforts.

Laura Carlson, Director, Altus Group

Laura oversees Altus Group’s unclaimed property consulting practice where she specializes in multi-state audit defense and complex voluntary disclosure agreement projects. 

Join Altus Group for a discussion with the State of Delaware's Brenda Mayrack

Scott Regan, Senior Client Advisor, Altus Group

Scott advises public and private companies on developing unclaimed property compliance and asset recovery programs. For 16 years, Scott has helped corporations throughout the United States solve unclaimed property compliance challenges. 

By attending this webinar you are eligible for 1 Continuing Professional Education Credit. To earn CPE credit the attendee must be logged into the webinar software for the duration of the webinar and answer a minimum of 3 polling questions. CPE credit is requested by completing the post-event survey which is displayed immediately following the webinar and again by email.

For more information regarding concerns and/or program cancellation policies please contact our offices at 703-245-9720.

CPE Credit: 1                                                                              Prerequisite: None                                                                        Level: Basic
Delivery Method: Group Based                                       Fee: Complimentary                                                                     Advance Preparation: None
Field: Accounting

Altus Group 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Brenda Mayrack, Delaware State Escheator

Brenda R. Mayrack was appointed Delaware State Escheator and Director of the Office of Unclaimed Property (OUP) in January 2018 by Secretary of Finance Richard J. Geisenberger. She is responsible for unclaimed property compliance, enforcement, and claims administration in a program that processes over $500 million annually in securities and other funds..