How to Successfully Navigate California’s Reporting Cycle

It’s been several years since California changed their reporting process, yet many holders are still confused. I’d like to help clear things up. Most states have one filing due date each year, where you send a list of lost owners and payment for the amount you are reporting. California has a cycle that includes 2 […]

Danielle Herring

Product Manager, UPExchange

More Posts

Lions and Tigers and Due Diligence, Oh My!

Let’s talk a bit about the complexity of Unclaimed Property Due Diligence. Think about it; there are more than 50 unclaimed property reporting jurisdictions. Each of these can have varying due diligence requirements. Trying to stay on top of constant changes will make you quickly realize the difficulty of performing proper due diligence. Due diligence, […]

Kristine Butterbaugh

Strategic Sales Executive

More Posts