Wednesday, November 7th
🍽 Breakfast
📅 November 7th at 8:30am-9:30am
Level
Track 🍽 Meal
There are no Unclaimed Property Sessions on this date.
Pending Time Assignment on November 7th
Level
Track 💸 Unclaimed Property

Session Details:
There are no sessions of this type. Please check the other dates of the conference.
⚖️ Legal Settlements
📅 November 7th at 9am-9:50am
Level 📊 All
Track ⚖️ Regulatory Tax

Session Details:
• What legal settlements are reportable?
• How to report?
• Current legislative impacts
⚖️ Cancellation of Debt
📅 November 7th at 10am-10:50am
Level 📊 All
Track ⚖️ Regulatory Tax

Session Details:
• What debt is being cancelled?
• Is it reportable?
• How is it required to be reported?
⚖️ Impact of Tax Reform on IRA’s & HSA’s
📅 November 7th at 10am-10:50am
Level 📊 All
Track ⚖️ Regulatory Tax

Session Details:
• IRS Requirements for Information Reporting and Withholding Regarding Escheated Payments – Notice 2018-41 IRA Escheatment
• UBTI on IRA’s
☕️ Morning Break
📅 November 7th at 10:50am-11:10am
Level
Track ☕️ Break
⚖️ Open Discussion on Regulatory Requirements & Processes
📅 November 7th at 11:10am-12pm
Level 📊 All
Track ⚖️ Regulatory Tax
💵 E-Payments
📅 November 7th at 11:10am-12pm
Level 📊 All
Track 💵 Accounts Payable

Session Details:
The US still lags the rest of the developed world in business to business electronic payments. This session covers ACH, Wire, credit cards and the web and the associated procedures that must be incorporated for adhering to federal and state regulations that apply to payment transactions.
ℹ️ Conference Close
📅 November 7th at 12pm-12pm
Level 📊 All
Track ℹ️ General Event

Session Details:
Closing Remarks