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Unclaimed Property Issues for the Healthcare Industry

Unclaimed Property Issues for the Healthcare Industry

Overview


Healthcare organizations must pay close attention to factors that will complicate unclaimed property compliance and/or audit defense efforts. McDermott Will & Emery attorneys Eric D. Carstens and Diann Smith joined BDO for a webinar on unclaimed property issues facing the healthcare industry and how to mitigate risk.

Discussion topics include:

  • Long lookback periods
  • Record retention issues
  • Big data and netting patient balances
  • Banking relationship changes
  • Mergers and acquisitions
  • Addressing federal preemption with Medicare and Medicaid
  • Addressing other exemptions
  • Recent legal cases
  • Best practices

 

Dig Deeper

Miami, FL / In-person / March 4-5, 2026

HPE Miami 2026

Las Vegas, NV and Virtual / Speaking Engagements / February 11 – 13, 2026

AHLA Winter Institute 2026: Advising Providers and AI in Health Care

San Francisco, CA / In-person / January 13, 2026

McDermott Forum at the 2026 J.P. Morgan Healthcare Conference

New York, NY / Speaking Engagements / December 8 – 9, 2025

The NYU SPS Annual Institute on State and Local Taxation

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