CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Digital Assets in Estate Planning

Icon_Self-Study
Self-Study
Icon_Level
Overview
Credits
CPE Credits
1 Credits: Finance

Course Description

In today’s world, it is important that estate planning include contingencies for digital assets. This course defines what constitutes a digital asset and reviews important factors to consider when estate planning. Highlights include the importance of password protection and documentation, preparing an estate plan for digital assets, identifying and authorizing a fiduciary, and the current legal environment governing digital assets. Learn about the difficulties faced with digital ownership, management, and retrieval of digital assets as well some of the solutions for managing and protecting information from identify theft and hacking.

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Recognize the difficulty in accessing digital assets of a deceased person.
  • Define digital assets and identify ways to manage, store, and organize digital assets.
  • Identify critical components of digital asset planning.
  • Recognize the difference between owned and leased digital assets.
  • Note the approaches corporations and states are taking with accessing digital assets of deceased individuals.

Course Specifics

Course ID
3188031
Revision Date
June 3, 2020
Number of Pages
36
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Patricia McCarthy Headshot
Patricia McCarthy, MBA

Patricia McCarthy, MBA, is a partner at CFO Resources LLC, a company focused on training and courseware for CPAs. Her focus is on Microsoft products, particularly Excel, and how to use these programs effectively in business. She’s also certified as an MOS expert in Excel. Patricia has been in software training for over 20 years, and her client list includes the Indiana CPA Society, which awarded her its Outstanding Discussion Leader award. She has been a contributor to the Journal of Accountancy and has published articles in several CPA society magazines, including societies in Indiana, Missouri, Texas, and Arizona. Patricia is a …

Patricia McCarthy, MBA Read More »

Digital Assets in Estate Planning

Expert Instructors
Format
CPE CREDITS
1 Credits: Finance

$29.00$49.00

Clear
Icon_Self-Study
Self-Study
Icon_Level
Overview
Credits
CPE Credits
1 Credits: Finance

Course Description

In today’s world, it is important that estate planning include contingencies for digital assets. This course defines what constitutes a digital asset and reviews important factors to consider when estate planning. Highlights include the importance of password protection and documentation, preparing an estate plan for digital assets, identifying and authorizing a fiduciary, and the current legal environment governing digital assets. Learn about the difficulties faced with digital ownership, management, and retrieval of digital assets as well some of the solutions for managing and protecting information from identify theft and hacking.

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Recognize the difficulty in accessing digital assets of a deceased person.
  • Define digital assets and identify ways to manage, store, and organize digital assets.
  • Identify critical components of digital asset planning.
  • Recognize the difference between owned and leased digital assets.
  • Note the approaches corporations and states are taking with accessing digital assets of deceased individuals.

Course Specifics

Course ID
3188031
Revision Date
June 3, 2020
Number of Pages
36
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Patricia McCarthy Headshot
Patricia McCarthy, MBA

Patricia McCarthy, MBA, is a partner at CFO Resources LLC, a company focused on training and courseware for CPAs. Her focus is on Microsoft products, particularly Excel, and how to use these programs effectively in business. She’s also certified as an MOS expert in Excel. Patricia has been in software training for over 20 years, and her client list includes the Indiana CPA Society, which awarded her its Outstanding Discussion Leader award. She has been a contributor to the Journal of Accountancy and has published articles in several CPA society magazines, including societies in Indiana, Missouri, Texas, and Arizona. Patricia is a …

Patricia McCarthy, MBA Read More »

Digital Assets in Estate Planning

Expert Instructors
Format
CPE CREDITS
1 Credits: Finance

$29.00$49.00

Clear