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Retirement Plan Nontraditional Asset Valuation Appraiser Liability Exposures

 
 Monday, Dec. 03, 2018 from 12:00 pm to 3:00 pm
 Online
 
3.0
19 / 2-31542
Registration is Open
VSCPA Members
$99.00 Regular Registration
Nonmembers
$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
Prerequisite:

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.

Syllabus

Lesson 1.

Introduction

Lesson 2.

Section 4975 Impounded Management and Investment Risk Diversification

Lesson 3.

The Five Deadly Sins and the Three Liabilities

Lesson 4.

Appraiser Liability Exposures

Lesson 5.

Improving Appraiser Practices

Lesson 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].

Related Events

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.

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