QAS Self-Study
Overview
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 difference between owned and leased digital assets.
- Identify digital assets.
- Identify critical components of digital asset planning.
- Define how states approach to accessing digital assets.
Course Specifics
|
Course ID 3188031 |
Revision Date February 3, 2022 |
Number of Pages 36 |
Prerequisites There are no prerequisites. |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.
Course Instructor
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 …
Digital Assets in Estate Planning
$29.00 – $49.00
QAS Self-Study
Overview
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 difference between owned and leased digital assets.
- Identify digital assets.
- Identify critical components of digital asset planning.
- Define how states approach to accessing digital assets.
Course Specifics
|
Course ID 3188031 |
Revision Date February 3, 2022 |
Number of Pages 36 |
Prerequisites There are no prerequisites. |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.
Course Instructor
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 …
Digital Assets in Estate Planning
$29.00 – $49.00