Webinar – The Basics of Fair Market Valuations (FMV)

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The Basics of Fair Market Valuations (FMV)

This webinar took place on 2/6/2024, but you can watch it below.

Contact Us with any questions.

Many people don’t understand the basics of fair market valuations, and failing to perform them correctly can get you in trouble with the IRS. You must provide a proper valuation of each asset in your retirement account on an annual basis.

And with self-directed investing, it’s your job to provide the correct value of your alternative assets to your administrator for reporting.

Corey Daharsh of Advanta IRA has assisted hundreds of clients with FMVs and will bring his expertise to this webinar so you can learn how to value various asset classes easily and even ask your questions live. Don’t miss out!

About the Presenter

Headshot of Advanta IRA's business development specialist Corey Daharsh.

Corey Daharsh, CISP

Corey Daharsh is a self-directed retirement investing expert with over ten years of experience in the financial industry, holding the prestigious designation of Certified IRA Services Professional (CISP). Starting in high school, Corey found his passion for understanding the complexities of financial literacy and educating others to help them use diverse investment strategies to prosper fiscally. He enjoys leaving a positive impact and has proven to be adept at breaking down unique, complex topics and concepts into simple, digestible nuggets of information that audiences love.

Details

Date:
February 6
Time:
12:00 pm - 1:00 pm EST
Cost:
FREE
Event Category:
Event Tags:
,

Organizer

Advanta IRA
Phone
800-425-0653
Email
info@AdvantaIRA.com
View Organizer Website

Other

Select an office location for this event
Tampa Bay, FL, Atlanta, GA, Online

The Basics of Fair Market Valuations (FMV)

This webinar took place on 2/6/2024, but you can watch it below.

Contact Us with any questions.

Many people don’t understand the basics of fair market valuations, and failing to perform them correctly can get you in trouble with the IRS. You must provide a proper valuation of each asset in your retirement account on an annual basis.

And with self-directed investing, it’s your job to provide the correct value of your alternative assets to your administrator for reporting.

Corey Daharsh of Advanta IRA has assisted hundreds of clients with FMVs and will bring his expertise to this webinar so you can learn how to value various asset classes easily and even ask your questions live. Don’t miss out!

About the Presenter

Headshot of Advanta IRA's business development specialist Corey Daharsh.

Corey Daharsh, CISP

Corey Daharsh is a self-directed retirement investing expert with over ten years of experience in the financial industry, holding the prestigious designation of Certified IRA Services Professional (CISP). Starting in high school, Corey found his passion for understanding the complexities of financial literacy and educating others to help them use diverse investment strategies to prosper fiscally. He enjoys leaving a positive impact and has proven to be adept at breaking down unique, complex topics and concepts into simple, digestible nuggets of information that audiences love.