Jigsaw puzzle piece falling into place

Unclaimed Property

We provide advocacy and operational solutions to managing and minimizing all areas of risk associated with unclaimed property compliance.

Unclaimed Property

  1. Cathleen Bucholtz

    Cathleen Bucholtz

    CPA

    Principal

  2. Jim Sadik

    James Sadik

    Principal

  3. Steven Swaigenbaum

    Steven Swaigenbaum

    CPA

    Principal

  4. Robert Tucci

    Robert Tucci

    Principal

Unclaimed property may be a hidden cost for many companies, and the ability to track such property as well as staying current with changing legislation, rulings, filing and escheat requirements can seem overwhelming.

    Our unclaimed property professionals can act as your true advocate. Our team is comprised of a national group of professionals with diverse backgrounds, including industry and government, and many are nationally recognized in the area of unclaimed property advocacy. We recognize these challenges and provide customized services to assist you with identifying risk and managing the overall process. Baker Tilly can help you establish long-term solutions that minimize the risk of audit, the burden of unclaimed property compliance and proactively help you implement or enhance critical processes and procedures.

    The five Ws of unclaimed property record retention