Michael is a Senior Manager who joined CBIZ, LLC’s National State and Local Tax Practice in October 2021. He is a member of the unclaimed property practice which includes assisting clients with internal unclaimed property reviews, voluntary disclosures, due diligence and annual compliance reporting, application of business to business exemptions, gift card reporting requirements, audit controversy, and general unclaimed property consulting.
Immediately prior to joining CBIZ, Michael served as a Senior Manager with TL2Q, LLC. During his tenure, Michael managed the facilitation and review of Delaware Unclaimed Property Voluntary Disclosure submissions by holders and worked with accounting and legal advocates to finalize closing agreements between holders and the state.
Michael has more than 30 years of diversified experience in data analysis, recovery audits, and abandoned and unclaimed property consulting and compliance services, which has been his focus since 2002. He has specialized in providing Audit Defense and Consulting services for Fortune 100 and 500 clients in the Insurance and Annuities, Manufacturing and Distribution, Media, Retail, and Healthcare sectors.
Michael has appeared as a guest speaker for the Unclaimed Property Professionals Organization (UPPO), the Institute of Financial Operations, Tax Executives Institute, and Lorman Education Services. He has co-authored articles in the area of unclaimed property, in the Journal of Multistate Taxation and Incentives and, the COST Practitioner Connection.