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Unclaimed Property

Many companies are unaware they may have unclaimed property exposure and annual reporting obligations. Our CBIZ team can help reduce your risk and minimize liabilities.

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Minimizing Risk

Do you know if your company is at risk of having unclaimed property exposure? Companies that fail to report their unclaimed property annually could face penalties and interest.

CBIZ helps businesses address potential risk by evaluating exposure, assisting with voluntary disclosure agreements, guiding multi-state audit defense, developing policies to minimize future risk, and ensuring compliance with state regulations. Our team provides strategic support to help protect your business from financial liabilities.

Our Services

Comprehensive Support

From compliance reporting to audit defense, CBIZ provides tailored solutions for unclaimed property management. Our experts help businesses mitigate financial risk and navigate multi-state complexities. Let us guide you through every step of compliance.

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Insights that Impact

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California SB 122’s Impact on Digital Products and Tax Credits

California SB 122 expands sales tax to certain digital products in 2027 and extends business tax credit limits through 2029, with new rules in 2030.

Article

Managing Complex Tax Filings for a Chemical Company

See how CBIZ navigated complex multi-state tax filings for a chemical company, ensuring accurate K-1 updates and compliance across 40 states.

Case Study

Massachusetts Budget Act Temporarily Decouples from Key Federal Business Tax Changes

Massachusetts temporarily decouples from key OBBBA business tax provisions, requiring some amended returns and changing state tax treatment.

Article

Pennsylvania Budget Delivers Few Tax Law Changes – but Local Sales Tax Sourcing Gets a Major Reset

Pennsylvania’s 2026-2027 budget includes limited tax changes, but a shift to local sales tax sourcing and key Philadelphia BIRT updates.

Article

Colorado Adopts Worldwide Combined Reporting, Software Sales Tax Changes

Colorado’s new tax laws introduce worldwide combined reporting, expand sales tax to SaaS and digital software, and revise key tax credits starting in 2027.

Article

California Voters to Decide on Wealth Tax on Billionaires in November

California voters will decide on Proposition 40 in November 2026. Learn how the proposed 5% wealth tax could affect billionaires and trusts.

Article

Connecticut Bill Expands R&D Credit

Learn how Connecticut’s expanded R&D Credit program helps businesses reduce taxes and claim refunds for qualifying innovation activities.

Article

New Jersey Passes Budget with Tax Law Changes Affecting Individuals and Businesses

Discover how New Jersey’s 2026-2027 budget affects taxpayers, businesses, NOL deductions, tax credits, and property tax relief programs.

Article

New York State Enacts 2026–2027 Budget with Individual and Business Tax Law Changes

New York’s FY 2027 budget introduces key individual, business, and NYC tax changes, including new credits, federal decoupling, and updated corporate tax provisions.

Article

A New Tax on Second Homes: Understanding New York City’s Pied-à-Terre Surcharge

Understand New York City’s new pied-à-terre tax on second homes, including eligibility, rates, valuation changes, and what high-value property owners should expect.

Article

New York Shifts Property Tax Strategy Toward Luxury and Second Homes

New York is considering a new 1% tax on all-cash luxury home purchases and a second-home tax. Here’s what owners you should watch for next.

Article

Potential State Sales Tax Refunds Following Supreme Court Ruling on Tariffs

Following the Supreme Court tariff ruling, businesses may be eligible for state sales tax refunds. Learn how to recover overpaid SUT on imported goods with CBIZ.

Article

IRS Announces Federal Tax Relief for Tennessee Taxpayers Impacted by Winter Storm Fern

The IRS has extended federal tax filing and payment deadlines to May 22, 2026, for Tennessee taxpayers impacted by Winter Storm Fern; state relief is also available.

Article

Commercial Real Estate State Property Tax Updates and Deadlines

Staying informed and proactive is critical for property owners seeking to optimize their tax strategy and avoid unexpected liabilities.

Article

Snack or Meal? – The Difference Can Matter When it Comes to Taxes

Employer-provided food deductibility varies; on-site meals are mostly non-deductible, snacks may be partially deductible, and entertainment is not deductible.

Article

Avoid Pitfalls

If concerns about unclaimed property are keeping you up at night, CBIZ can help. Connect with our experts to ensure you are compliant in all relevant jurisdictions.

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The OBBBA One Year Later
One year after the enactment of the One Big Beautiful Bill Act (OBBBA), taxpayers continue to navigate significant tax changes and evolving regulatory guidance.

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Unclaimed Property

Minimizing Risk

Comprehensive Support

Insights that Impact

California SB 122’s Impact on Digital Products and Tax Credits

Managing Complex Tax Filings for a Chemical Company

Massachusetts Budget Act Temporarily Decouples from Key Federal Business Tax Changes

Pennsylvania Budget Delivers Few Tax Law Changes – but Local Sales Tax Sourcing Gets a Major Reset

Colorado Adopts Worldwide Combined Reporting, Software Sales Tax Changes

California Voters to Decide on Wealth Tax on Billionaires in November

Connecticut Bill Expands R&D Credit

New Jersey Passes Budget with Tax Law Changes Affecting Individuals and Businesses

New York State Enacts 2026–2027 Budget with Individual and Business Tax Law Changes

A New Tax on Second Homes: Understanding New York City’s Pied-à-Terre Surcharge

New York Shifts Property Tax Strategy Toward Luxury and Second Homes

Potential State Sales Tax Refunds Following Supreme Court Ruling on Tariffs

IRS Announces Federal Tax Relief for Tennessee Taxpayers Impacted by Winter Storm Fern

Commercial Real Estate State Property Tax Updates and Deadlines

Snack or Meal? – The Difference Can Matter When it Comes to Taxes

Avoid Pitfalls

Download NowThe OBBBA One Year LaterOne year after the enactment of the One Big Beautiful Bill Act (OBBBA), taxpayers continue to navigate significant tax changes and evolving regulatory guidance.

The OBBBA One Year Later

Download Now
The OBBBA One Year Later
One year after the enactment of the One Big Beautiful Bill Act (OBBBA), taxpayers continue to navigate significant tax changes and evolving regulatory guidance.