Estate Planning for the Digital Age: Managing Digital Assets 0.5 Credit
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Are you ready to enhance your professional skills by navigating the evolving landscape of estate planning in the digital age? As technology revolutionizes the wealth management sector, incorporating digital assets into estate planning is becoming increasingly crucial. In this CPE course, we'll delve into the intricacies of managing, transferring, and preserving digital assets alongside traditional wealth, ensuring a comprehensive approach to estate planning that reflects the realities of the digital era.
Join us to discover practical strategies for effectively integrating digital assets into estate plans, safeguarding wealth and legacy for future generations. We'll explore practical techniques for identifying, valuing, and managing various digital assets, from cryptocurrency and online accounts to digital media and intellectual property.
Major Topics:
Gain insights into the legal and logistical considerations surrounding digital estate planning, empowering you with actionable knowledge to guide your clients in this rapidly evolving landscape.
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More than forty years of practice in tax planning, estate and trust administration and planning, personal financial planning and accounting have given Warren an extraordinarily deep understanding of personal finance. At his New York City firm, Adelman, Katz & Mond LLP, his clients, who include primarily high net worth individuals, entrepreneurs and sole proprietors, benefit from his particular expertise in tax law, its applications and implications for individuals. Warren is an adjunct professor of accounting and taxation at Long Island University, New Jersey City University, and Rutgers Business School. He has spoken at the Institute of Management Accountants, both the New York and Long Island chapters of Financial Planning Association, the New York State Society of CPAs, New York University, and Lorman Educational Services. In addition, he is an accomplished author, and has regularly contributed to publications the experts rely on, like Marshall Loeb's Money Guide, Taxation for Accountants, and The CPA Journal. Warren has been very active in professional organizations, and has frequently been elected as president, board member or committee chair. Warren is a fan of local sports teams. He also likes to read biographies and books on current events. He and his wife, Susan, live in Langhorne, PA. They have two children, Sam and Robin, and a granddaughter, Reily
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
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