Estimation is a routine part of any UP audit conducted by a Holder’s state of domicile, but it’s critical to ensure that the methods for arriving at the estimation are fair and unbiased. In order to get a better understanding of how estimations work, and what to be on the lookout for, host Kristin Mauer chatted with Tom Ross, Senior Manager and Quantitative Analyst in our Unclaimed Property group. His analytic reviews of auditors’ liability assessment methods have supported corrections and refinements in those methods, resulting in material reductions of Holders’ UP liability exposure, resulting in millions of dollars of savings to holders. Tom is also a super interesting and fun guy to talk to, so listen now!

Associate Producer and Editor: Anthony Bielby