Preparing for the New Frontier in Trusts and Estates: Blockchain and Cryptocurrency
A live Webinar produced by the Society of Financial Service Professionals for Chapter use.
National Broadcast Date: February 20, 2019
National Broadcast Times:
1:00 p.m. – 2:30 p.m. ET
12:00 p.m. – 1:30 p.m. CT
11:00 a.m. – 12:30 p.m. MT
10:00 a.m. – 11:30 a.m. PT
The live program is broadcast over the Internet at Chapter locations only - it cannot be viewed by an individual from their own computer.
Chapters can offer the live Webinar on the national broadcast date or show the recorded program on a date of their choosing. Each Chapter also determines the cost and location for its program. Consult your Chapter about its plans to locally host this program.
The increasing importance of blockchain, the technology behind cryptocurrencies, and its impact on commercial enterprises should draw the attention of financial advisors, as well as their clients. It’s imperative for advisors to understand what blockchain is, how it works, and the effects of its most popular uses, including cryptocurrencies. Attendees at this latest FSP webinar will gain valuable insight into this technology and a wide range of its implications, enabling them to add tremendous value to the advisor-client relationship.
Attendees will learn:
The technology behind blockchain
The most common applications of blockchain, including cryptocurrencies
The tax ramifications of cryptocurrencies
Strategies for incorporating these digital assets into an estate plan or trust
Who Should Attend?
Advisors across all sectors of financial services, including: Financial Planners, Investment Advisors, Insurance Producers, Attorneys, Estate Planners, CPAs, Retirement Counselors, Business & Compensation Planners.
Appropriate for advisors at all levels of technical expertise.
CE Credit Status
There are no CE credits for this webinar. In order to accommodate topics beyond the CE guidelines, attendance at this program does not earn CE credits.
Scott Duffy has spent the bulk of his professional career in public service modernizing Department of Defense accounting and payment technologies. His first foray into the cryptocurrency space was as a "miner" and he went on to become a successful investor and lender. He is a regular participant of the Ethereum Foundation's Developers Conference and ETHDENVER Hackathon. Scott provides consulting services to Columbus area financial and legal professionals via Blockchain Business Consulting LLC. He is presently focused on the securitization of cryptocurrency-backed loans and decentralized lending applications.
Melane Howell, CPA is a partner at Barnes Tax & Advisory Services with over 20 years of experience. She is the firm’s cryptocurrency tax advisor and a crypto investor herself. A strong advocate for educating others, Melane has recorded podcasts on ReaRadio’s Unsuitable and frequently presents on the topic of cryptocurrency taxation. She enjoys working with closely held businesses, their related owners and high net worth individuals on tax strategies related the goals of her clients. In addition, she serves as an advisory board member for the Central Ohio Business Wealth & Planning Council. Melane was recently honored with the Technical Excellence award at Rea & Associates for her contributions to educating others regarding cryptocurrency.
Geoffrey S. Kunkler, JD, CAP joined Carlile Patchen & Murphy LLP in August 2014 and is a Partner in the Family Wealth & Estate Planning Group. He focuses his practice in the areas of estate planning, elder law, estate administration, charitable and philanthropic planning, and special needs planning. Geoff received his undergraduate degree (B.A.) and master’s degree (M.A.) from Case Western University, and his law degree (J.D.) from The Ohio State University Moritz College of Law. Geoff also earned his Chartered Advisor in Philanthropy™ designation from The American College in 2016.
If you have a problem contacting your local Chapter, call 800-392-6900 (M-F, 9 a.m. - 4:30 p.m. ET) or contact us via email at Info@SocietyofFSP.org