Agenda

Webinar instructions will be emailed before the date of the webinar.

Please log into the webinar 15 – 30 minutes before the start time.

Wednesday, May 22, 2024
9:00 am – 4:00 pm CDT

 

Defining Digital Assets
Presented by: Jeff A. Neumeister

  • History and development of digital assets
  • Properties of digital assets
  • Cryptocurrencies v. tokens
  • Crypto frauds and other scams
  • Tax implications of digital assets

Accounting Guidance and Its Applicability to Digital Assets
Presented by: Alan Forester

  • US Generally Accepted Accounting Principles (GAAP)
  • International Financial Reporting Standards (IFRS)
  • American Institute of Certified Public Accountants (AICPA)
  • Anticipated guidance

Identifying Digital Assets and Related Issues
Presented by: Jeffrey A. Asher

  • Determining ownership
  • Involvement of third parties
  • Rights associated with ownership/possession of digital assets
  • Rights to access digital assets
  • Identifying and recognizing changes in value

Determining Cost and Fair Market Value
Presented by: Mark DiMichael

  • Background
  • Valuation approaches
  • Valuation on financial statements
  • NFT valuation

   

Webinar Instructions

All attendees must log-on through their own email – attendees may not watch together if they wish to earn continuing education credit. HalfMoon Education Inc. must be able to prove attendance if either the attendee or HalfMoon Education Inc. is audited.

Certificates of completion can be downloaded in PDF form upon passing a short quiz. A link to the quiz will be sent to each qualifying attendee immediately after the webinar. The certificate can be downloaded from the Results page of the quiz upon scoring 80% or higher.

Webinars are presented via GoToWebinar, an easy-to-use application that can be run on most systems and tablets. Instructions and login information will be provided in an email sent close to the date of the webinar. It is highly recommended that you download, install and test the application before the webinar begins by clicking on the link in the email.

GoToWebinar App requirements:
Windows 7 – 10 or Mac OSX Mavericks (10.9) – macOS Catalina (10.15)

Web Browser:
The two most recent version of the following browsers:
Google Chrome, Mozilla Firefox, Apple Safari, Microsoft Edge
Internet Explorer v11 (or later) with Flash enabled.

Internet connection: Minimum of 1Mbps       Hardware: 2GB RAM or more

For more information, visit the Support section at www.gotowebinar.com

Credits

Accountants
7.2 CPE Credits

NASBA
7.2 CPE Credits

Attorneys
7.0 CLE Hours (FL, NY)
6.0 CLE Hours (CA, CT)

 

Continuing Education Credit Information

This webinar is open to the public and offers accountants 7.2 CPE credits (based on 50-minute hours) of intermediate-level group internet based CPE credits in the areas of accounting and specialized knowledge. Knowledge of digital assets is beneficial, and no advance preparation is recommended. NASBA Sponsor No. 103015.

HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

HalfMoon Education will provide financial hardship assistance to accountants who wish to attend this event. Contact Frank Chapman at fchapman@halfmoonseminars.org for details and to apply.

HalfMoon Education Inc. is registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program.

This webinar has been approved by the Florida Bar for 7.0 General and Technology CLE credits, as well as 7.0 Certification Credits in Wills, Trusts and Estates. This approval qualifies the program for attorneys in Connecticut.

HalfMoon Education is certified by the New York State CLE Board as an Accredited Provider of CLE programs. This nontraditional course offers 7.0 Areas of Professional Practice CLE hours, which are appropriate for experienced attorneys. HalfMoon Education will provide financial hardship assistance to New York attorneys who wish to attend this event. Contact Frank Chapman at fchapman@halfmoonseminars.org for details and to apply.

This webinar is designed to qualify for California attorneys. HalfMoon Education is an approved Multiple Activity Provider with the State Bar of California (Provider Number 8370).

Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).

On-Demand Credits

The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and does not qualify for the CPE credits; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate.

Speakers

Jeffrey A. Asher, Esq.

Founder of the Law Offices of Jeffrey A. Asher, PC

Mr. Asher is admitted to practice in New York and Connecticut. He is a member of the New York State Bar Association, where he serves on the Executive Committee of the Elder Law and Special Needs Section and on the Executive Committee of the Trusts & Estates Law Section. Mr. Asher is quite active with the legislative and lobbying efforts of both Sections. He concentrates primarily in the areas of sophisticated estate planning for high net worth individuals and family businesses, asset protection planning to safeguard assets against creditors, estate and trust litigation, estate and trust administration, special needs planning, and elder law/Medicaid planning.

Mark DiMichael

Partner, Digital Practice Leader, Citrin Cooperman Advisors LLC

Mr. DiMichael is the founder and leader of the firm’s Digital Assets practice, focusing on addressing the unique needs of Citrin Cooperman clients in the digital asset space. He is a partner in the Forensic, Litigation, and Valuation Services group as well. Mr. DiMichael deep understanding of the digital asset industry allows him to assist clients such as mining companies, investors, investment funds, ICO/IEO token issuers, NFT marketplaces / promoters / artists, and financial services companies with a wide range of accounting, tax, and advisory issues. His areas of expertise include divorce litigation, economic damages analysis, fraud investigation, white collar criminal defense, and business appraisals. Mr. DiMichael has prepared and rebutted expert reports, and he has experience working with companies in a wide range of industries. He has also provided deposition and expert testimony numerous times in federal court, state court, and arbitrations. Mr. DiMichael has been featured in or quoted in media including the New York Times, CNBC, Forbes, “Bloomberg Tax,” Accounting Today, ”Bankrate.com,” Hidden Forces Podcast, and more. He regularly teaches CPE/CLE classes on digital assets and cryptocurrency, covering topics such as fraud, tax, accounting, investigation, and industry developments. Mr. DiMichael has also taught CPE/CLE classes on topics such as forensic accounting, divorce, and economic damages.

Alan Forester, CPA

Attorney at Law with CPA Offices of Alan Forester

Mr. Forester, CPA, Attorney, practices in Beverly Hills, California in the areas Tax and Trust law, Personal Injury, Criminal Law. He also testified as an expert witness in various state and federal courts in California.  Mr. Forester is a Certified Public Accountant, Attorney, and Economist. As a CPA , he provides accounting, financial, and business valuation services. He received his M.A. in Economics and Finance, his Ph.D. Candidacy degree in Economics from UCLA, and his Juris Doctor from Loyola Law School, Los Angeles.  Mr. Forester is an adjunct professor at California State University (CSU) and has teaching credentials in Accounting and Economics. He has taught tax, accounting, business law, statistics, and computer courses to graduate and undergraduate students. Mr. Forester is a Judicial Arbitrator of the Superior Court of the State of California for Los Angeles County as well as a mandatory fee arbitration for the State Bar of California. 

Jeff A. Neumeister, CPA/ABV/CITP/CFF/CGMA, MAFF, CFE, CCI, CMA/CSCA, FCPA, CM&AA, PCI, CRFAC, BIDA/FMVA/FPWM, CCA, MA, MAcc, MBA, MS2

Accountant with Neumeister & Associates, LLP

Jeff Neumeister is a partner with Neumeister & Associates. He is a well-educated and experienced forensic expert and consultant in accounting and financial advisory services. Small organizations, startups, holding entities, high-net-worth individuals, and middle market companies, directly and through their retained counsel, have relied upon Mr. Neumeister to identify problems, uncover frauds, improve efficiencies, and initiate and defend against litigation. Over his 22 years of professional experience, he has worked in firms ranging in size from large international entities to smaller regional practices. Mr. Neumeister has been designated as an expert in multiple cases and has provided valuable deposition testimony for his clients. He has provided litigation advisory services to clients spanning a breadth of industries including construction, entertainment, health care, investments, information technology, professional services, retail, oil and gas, real estate, education, food and beverage, transportation, pharmaceuticals, and manufacturing. He has provided business valuations for litigation and non-litigation purposes. Mr. Neumeister has also managed the financial due diligence process for both buy and sell transactions. Through the use of sophisticated analytic solutions, investigative techniques, and an understanding of accounting, he has found effective solutions for a range of clients’ problems including those related to tax strategies, operational efficiencies, and internal control.

Streamable MP4/PDF Price: $349.00

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