Director in the Unclaimed Property Practice, True Partners Consulting
Jim Weigand is a Director in the Unclaimed Property Practice of True Partners Consulting. Jim has over 20 years of experience in unclaimed property consulting, including audit defence, performing comprehensive diagnostic reviews, quantitative analysis, exposure remediation and various voluntary settlement procedures. Additionally, Jim plays an integral role in assisting clients with their annual unclaimed property compliance processes. Jim has been a speaker for holder education seminars sponsored by various professional groups, including Unclaimed Property Professionals Organization, American Payroll Association, Association for Financial Professionals, National Association of Credit Management, IRS Compliance Regulatory Tax & AP Conference, Council of Petroleum Accountants Society, Strafford Publications and Tax Executives Institute.
Managing Director, True Partners Consulting
Robert Tucci is a Managing Director in the Unclaimed Property Practice of True Partners Consulting, with over 23 years of experience in state and local tax and over 20 years of experience in unclaimed property consulting. He has represented numerous clients in the defence of unclaimed property audits, the performance of comprehensive diagnostic reviews, and the development and implementation of unclaimed property policies and procedures. Before joining True Partners Consulting, Robert held the position of Co-Leader of Grant Thornton’s National Unclaimed Property Practice. Robert has spoken before numerous trade and professional organizations including Unclaimed Property Professionals Organization, National Association of Credit Management, IRS Compliance Regulatory Tax & AP Conference, American Payroll Association, Tax Executives Institute, Association for Financial Professionals, and Institute of Financial Management.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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.
85 Ratings
GH
Aug 25th, 2022
Content was not relevant to me at all unfortunately. I thought it was different than it actually ended up being. Instructor was good though and passionate so giving 5 star for that reason.
KH
Aug 25th, 2022
First time using mrcpe and it was easy to navigate. Presentation was informative and well presented.
AA
Aug 29th, 2022
Great class learned alot about the process and what I need to know for my company.
VP
Aug 25th, 2022
good
MM
Aug 29th, 2022
Im retired from working with taxes and was last working Offshore Cases and Bank Secrecy Act cases the last 20 years. So I was not familiar with this topic at all. Had no idea there may be tax consequences at a business level. It was a good overview.
1 Credit
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