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Gifts and Entertainment
Gifts and Entertainment
 

July 19, 2016

Division
Investment Adviser

Speaker: Michael Abbriano, Senior Principal Consultant, ACA Compliance Group
Speaker: Shoshana Thoma-Igur, Principal Consultant, ACA Compliance Group
Speaker: Tammy Tam, Principal Consultant, ACA Compliance Group


Webcast Discussion Includes:

  • Setting appropriate limits
  • Reporting obligations
  • Special Considerations for certain types of recipients
  • Compliance oversight and testing