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Retirement Plan Nontraditional Asset Valuation Appraiser Liability Exposures

 Mon, 10/22/2018 from 9:00 am to 12:00 pm
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Registration Status: CLOSED -- Please contact the VSCPA at [email protected] or (800) 733-8272 for availability.
Member Price
$99.00 Regular Registration
Your Price
$129.00 Regular Registration
Designed For:

*Recognize how to correctly distinguish Section 4975 impounded management risk diversification policy compliance apart from policy noncompliance*Recognize properly invoked plan asset rule exceptions correctly create a Section 4975 impounded investment risk diversification policy compliant conclusive


This webcast is an intermediate continuing education webcast.It is assumed the webcast participant has achieved the following related webcasts in advance of this webcast: Retirement Plan Management and Investment Risk Diversification Standards, Management and Investment Risk Diversification Indices, Prohibited Transaction Chinese Walls, Problematic Self-Directed Retirement Plan Activities, Changing ERISA's Disqualified Person Criterion, Got Your Assets Covered, Resolving the Passive Custodian Paradox

The movement toward retirement plan self-direction and increasing non-traditional plan asset composition represents promising opportunity for the nation's appraisers. Caution demands appraisal valuations counsel Section 4975 impounded management and investment risk diversification policy requirements. Deliberate ignorance regarding same culminates daunting liability exposure. SyllabusLesson 1.IntroductionLesson 2.Section 4975 Impounded Management and Investment Risk DiversificationLesson 3.The Five Deadly Sins and the Three LiabilitiesLesson 4. Appraiser Liability ExposuresLesson 5.Improving Appraiser PracticesLesson 6. Conclusion **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.