Log Out

Problematic Self-Directed Retirement Activities SeriesSession 1: Retirement Plan Management and Investment Risk Diversification Standards

 Wed, 12/05/2018 from 10:00 am to 11:40 am
19 / 2-31564
Registration Status: CLOSED -- Please contact the VSCPA at [email protected] or (800) 733-8272 for availability.
Member Price
$79.00 Regular Registration
Your Price
$109.00 Regular Registration
Designed For:

*Recognize whether retirement plan activities correctly comply with Congress’s Section 4975 impounded management and investment risk diversification policy requirements *Recognize under what circumstances a self-dealing activity correctly transitions into an incidental benefit *Recognize whether a


The lecture participant should have fundamental familiarity with retirement plan prohibited transactions gained either through education or business experiences.

This webcast demonstrates the Section 4975(e)(2)(G) 50-percent-or-more disqualified person criterion complement manifests management and investment risk diversification symmetric matrices. The matrices enable important public policy retirement plan management and investment risk diversification general rule standards. However, whenever there are general rules, exceptions are sure to follow. Lesson 1.Lessons from Rollins Lesson 2. The Private Foundation (Self-Dealing Activity: Incidental Benefit) Transition Lesson 3.The Retirement Plan (Self-Dealing Activity: Incidental Benefit) Transition Lesson 4.Revisiting Rollins and Other Retirement Plan Risk Diversification Examples **Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to [email protected].

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Intermediate

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.