The Appraiser's Role in ESOP Valuations: The New Regulation That Makes Appraisers ERISA Fiduciaries
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Why You Should Attend: On October 22 the Federal Register reported on a proposal by the Department of Labor (DOL) to expand the definition of "fiduciary" with regard to ESOPs to include those who give "advice, appraisal or fairness opinions concerning the value of securities or other property." Though the DOL believes this change will cut down on purported abuses in the market, changing a classification held since 1976 to include appraisers as ERISA fiduciaries would carry significant implications for the liability of those valuation professionals working with ESOPs. On May 19 BVR welcomes attorney Jared Kaplan, who's had extensive involvement with this proposed rule change, for an in-depth examination of the effects projected by this new regulation and what it means for the appraisal profession. For any appraiser practicing in this area, this is not a presentation to miss. Agenda
Learning Objectives
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For more information on the Training Passport™ or group discounts to single events for 5 or more people, contact BVR at sales@bvresources.com CPE Credits for Unlimited Listeners Have as many eyes and ears take advantage of your registered connections as possible:CPE credit is available for an unlimited number of listeners to any registered line. To add listeners for CPE credit, contact customer service (cs@bvresources.com or (503) 291-7963) with main registrant's name, the names of the persons to receive credit, and their email addresses. We welcome as many eyes and ears to take advantage of those connections as possible. CPE Information Prerequisites: Knowledge of Business Valuation
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