Posted by Maria T. Hurd, CPA
Disclaimer: All blog posts are valid as of the date published.
A member of our Employee Benefit Plan Audit Team, Stacey I. Snyder, CPA, will be speaking in an upcoming Strafford live webinar, “Mastering Form 5500 Schedule: Avoiding Audit Triggers” scheduled for Thursday, May 18, 1:00pm-2:50pm EDT. The panel will provide employee benefits professionals and tax advisers with a practical and comprehensive guide to completing Form 5500, with a specific focus on Schedule H, Financial Reporting. The panel will also offer specific guidance on completing the form, detailing the fair value calculations and helping navigate the potential future Compliance Questions of Part IV of the schedule. The panel will also discuss the pending changes to financial disclosures announced by the IRS and DOL in 2016, and prepare advisers to deal with new reporting requirements.
After our presentations, a live question and answer session with participants will occur to answer questions about these important issues directly.
We hope you’ll join us.
Or call 1-800-926-7926 ext. 10
Ask for Mastering Form 5500 Schedule H Financial Reporting on 5/18/2017