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Audit Assistance
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CBIZ offers a variety of services, including assistance with voluntary disclosures, audit controversy, annual compliance reporting, and other general unclaimed property consulting.

Kellie A. Lanford, 864-241-2135,

MarketSphere Unclaimed Property Specialists
MarketSphere helps organizations handle escheatment liabilities and the reporting process. We can assess your risk, negotiate VDAs, improve audit results, and recover unclaimed assets.

Heather Steffans, 816.559.0619,


McDermott Will & Emery

Diann L Smith, 202-756-8241, 
  PricewaterhouseCoopers LLP
PwC can assist your business in running an effective compliance program, reduce exposure, and defend audits while simultaneously offsetting the costs of these services through PwC's corporate asset recovery platform.

Janet Gagliano, 678-419-1068, 

Reed Smith LLP

Reed Smith LLP offers in-depth expertise and pragmatic, solution-oriented legal advice for all of your unclaimed property needs.


Sara A. Lima , 215-851-8872, 

  Abandoned Property Services, LLC

Hank McClusky, 562-436-1340



Joe Carr, 312-616-3946


Bressler, Amery & Ross, PC


Karl Marquardt


ClearView Consulting, Inc.


Eric Mauldin, 410-415-9751

Crowe LLP


Chris Hopkins, 212-572-5592


Duane Morris LLP


Stanley Kaminski


GBQ Partners, LLC 


Jeff Monsman, 614-947-5226


Hall & Associates, LLC


Noel Hall


Jones Day


Jennifer Waryjas, 312-269-4057




Nina Renda, 973-912-6528


McElroy, Deutsch, Mulvaney & Carpenter, LLP 


Michael Rato, 973-425-8661


Pension Benefit Information 


Sue McDonald, 415-482-9611




Catherine Del Re


Sidley Austin LLP


Scott Heyman


True Partners Consulting LLC


Cathleen Bucholtz, 818-650-5801


WB Communications


Tami Wankoff

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