Managing an organization’s unclaimed property can be a full-time job. With the complexities of regulatory requirements, the numerous due diligence and dormancy tracking rules by property type and state, along with due diligence requirements, also varying by state, record retention needs in case of an audit, as well as reporting to multiple states, the process […]
General tips on the unclaimed property reporting process
Understanding all the moving parts of Unclaimed Property can be a challenge. In this 30-minute recorded seminar, we have covered a few topics to assist you and your organization in understanding unclaimed property a little better. We have covered topics such as: Speaking the Language – Reviewing property codes and terms you need to know […]
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 […]
In a perfect world, all online reporting would be truly paperless. It is easier for the holders and for the states and saves many trees. So, why do some states require a hard copy? Why do some beg us to get the message out that they do not want a coversheet sent in at all? […]
The big fall filing season is coming up fast. Many states have filing due dates of October 31st or November 1st. Are you ready? If not, don't panic. You may be able to file an extension request to buy more time. The states will take your request into consideration. Extensions are granted based on ‘good […]
Eagle Technology Management
ETM is a web-application-development firm that specializes in providing statutory financial reporting, tax-compliance, and unclaimed property reporting services, making its clients more efficient, consistently accurate, and uniformly compliant.
- ETM Wings, UPEnterprise, and UPExchange Products Now SOC 2 Certified Through the American Institute of Certified Public AccountantsFebruary 22, 2017 - 8:58 am
- ETM delivers technology to address aspects of compliance required by many holders, yet not currently addressed by older technologies.January 12, 2016 - 5:00 am
- ETM Announces Matt Santill as Chief Information Security OfficerNovember 17, 2015 - 2:56 pm
- ETM Now Exceeds 40,000 UPExchange UsersOctober 14, 2015 - 11:49 am
Eagle Technology Management, Inc.
5825 Council Street NE
PO Box 11100
Cedar Rapids, IA 52410-1100