Cathleen Bucholtz is a tax principal with Baker Tilly’s unclaimed property practice. She has more than 20 years of experience in all aspects of unclaimed property including consulting, audit defense, comprehensive diagnostic reviews, statistical sampling, development of leading practices and annual compliance. Cathleen has represented numerous Fortune 500 clients in the defense of both unclaimed property and sales and use tax audits, resulting in hundreds of millions in total client savings.
Prior to entering public accounting in the late 1990s, Cathleen was a senior sales tax auditor and field audit supervisor for the California State Board of Equalization, where she was responsible for conducting field audits on a wide range of major corporations.
- Extensive experience in unclaimed property consulting for the healthcare, financial services, insurance, manufacturing, and retail industries and has assisted with diagnostic reviews, annual compliance services and development of policies and procedures for dozens of Fortune 500 companies
- California Society of Certified Public Accountants, member
- Unclaimed Property Professionals Organization (UPPO), member and leadership committee co-chair
- Spoken before numerous trade and professional organizations including UPPO (Unclaimed Property Professionals Organization), APA (American Payroll Association), IPT (Institute for Professionals in Taxation) and NBI (National Business Institute), as well as many others
- Outsourcing Unclaimed Property Reporting—Four Things to Consider, Bloomberg Tax, co-author, 2023
- Frequently Asked Questions About Unclaimed Property, Journal of State Taxation, Spring 2015
- Regularly collaborates on unclaimed property seminars geared toward the education of individuals in private industry
- Women in Tax Leader – International Tax Review, 2016
Location
Woodland Hills, CA
Education
Bachelor of Arts in business economics
University of California, Santa Barbara
