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Showing content with the highest reputation on 07/13/2023 in all areas

  1. You can find a list of contacts for all states here: https://missingmoney.com/app/state-index
    3 points
  2. Normally it's an easy fix for congress to amend legislation to correct oversights like this. With the divisiveness in congress now, however, I'm not confident that they'll agree on anything.
    3 points
  3. I always preferred live. Hanging with other tax geeks was fun, and some questions people asked really helped figuring out things you hadn't put your finger on to ask. Since I moved to VA, however, live seminars are so far away that they would require overnight stays or hours on the road. I've adapted to online and find I get a lot out of virtual seminars if I keep taking notes and stay focused. I dropped my membership in NAEA this year, after almost 20 years. Seminars were way too far away, the online blog was sometimes informative but filled with posters just trying to be the smartest person in the room, and I realized that all I got out of my membership was a quarterly journal. The state chapter fees increased this year, and I decided that paying $365 for nothing but a journal wasn't worth it. In CT, at least I got to go to live seminars and network. They were expensive though, as NAEA spends a lot of its funds on lobbying and doesn't grant much to the state chapters to offset the cost of seminars. NATP seminars were more reasonable in price, but often they were a little too basic for me. I have retained my NATP membership.
    2 points
  4. I prefer live. I like meeting other tax geeks at lunch and dinner and networking events. I like to talk to the vendors. I try to find seminars in places I like to visit (San Diego, Las Vegas, Orlando), it is like a vacation. And it is tax deductible. I find that when I do webinars, I lose focus. I don't like posting questions and hope they answer them. I don't like not being able to ask a follow up question. I agree the prices are getting very high. I have done more free IRS webinars in the last two years than I have done my entire carreer. Tom Longview, TX
    1 point
  5. It sounds like the account went dormant and has been transferred to the lost property division of the state. I think that she would need to make a claim through them rather than through the bank. The procedure for that might vary from state to state, and it will probably be complicated by the fact that she doesn't personally have any title to those funds. But it should be doable. I would google unclaimed property + the state the funds were held in.
    1 point
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