Cryptocurrency and Estate Planning
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Streamable MP4/PDF
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**Any USB on-demand programs that qualify for LACES credit will require an additional 2 business weeks for processing.
**AIA credit is not available in USB format.
Agenda
Webinar instructions will be emailed before the date of the webinar.
Please log into the webinar 15 – 30 minutes before start time.
Thursday, July 22, 2021
10:00 am – 12:00 pm CDT
Presented by
David Lee Rice
Neda Barkhordar
Agenda:
Cryptocurrency and its status as an investment
Attributes of cryptocurrency as part of an estate plan
Why or why not – The importance of incorporating cryptocurrency
into an estate plan
Treatment of cryptocurrency during the estate planning process
and at time of death
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.
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Windows 7 – 10 or Mac OSX Mavericks (10.9) – macOS Catalina (10.15)
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Credits
Accountants:
2.0 CPE Credit Hours
Attorneys:
2.0 CLE Credit Hours
Enrolled Agents:
2.0 CE Credits
Financial Planners:
2.0 CE Credit Hours
Continuing Education Credit Information
This webinar offer accountants 2.0 CPE credit hours (based on 50 minute hours) of intermediate-level CPE credits in the areas of specialized knowledge/taxation. Knowledge in federal taxation is beneficial, and no advance preparation is recommended.
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. Sponsor No. 103015.
HalfMoon Education Inc. is an approved CPE provider in Texas (Sponsor ID. 001151). This provider approval does not constitute approval or endorsement of individual programs.
HalfMoon Education Inc. is a CFP Board-registered continuing education sponsor. The Certified Financial Planner Board of Standards, Inc. has granted 2.0 continuing education credit hours for this webinar.
This course offers 2.0 CLE hours to California attorneys. HalfMoon Education is an approved CLE sponsor for California attorneys (No. 8306).
HalfMoon Education Inc. is a New Jersey CLE Service Provider (No. 164), and this course offers 2.0 CLE hours to New Jersey attorneys.
HalfMoon Education Inc. is certified by the New York State CLE Board as an Accredited Provider of CLE programs. This traditional format course offers 2.0 CLE hours, consisting of 2.0 Areas of Professional Practice hours, which are appropriate for experienced attorneys.
HalfMoon Education is an approved CLE provider for Pennsylvania attorneys (No. 1613), and this course provides 2.0 CLE hours.
HalfMoon Education is an approved CLE provider for Texas attorneys (No. 8306), and this course provides 2.0 CLE hours.
HalfMoon Education Inc. is an accredited CLE provider for Vermont attorneys, and this course offers 2.0 CLE hours.
Completion certificates will be awarded to participants who complete this event, respond to all prompts, and earn a passing score (80%) on the quiz that follows the presentation (multiple attempts allowed).
Speakers
Neda Barkhordar
Neda Barkhordar Attorney at KFB Rice, LLP
Ms. Barkhordar has advised clients on both regular estate planning, such as pourover wills and family trusts, and complex estate tax planning involving private annuities, QPRTs, SCINs and GRATs. She has been the primary advisor to clients and their other advisors about the Offshore Voluntary Disclosure Program (taxpayers with delinquent Foreign Bank Account Reports). Ms. Barkhordar has filed Tax Court petitions and is actively engaged in negotiations with the Internal Revenue Service and the California Franchise Tax Board on behalf of taxpayers with collection and other problems. She is also currently at work on two large tax-free spin-offs under Internal Revenue Code Section 355. Ms. Barkhordar is a graduate of UCLA, where she completed her degree in 3 years summa cum laude. She received her law degree from UCLA where she completed the Business Law and Policy Specialization in Taxation and received A’s in all of the major tax classes; she earned her LLM in tax from NYU (with a 3.8 GPA).
David Lee Rice
David Lee Rice
Managing Partner at KFB Rice, LLP and sole proprietor of Daid Lee Rice, APLC
Mr. Rice has been in private practice since November 1979 as a tax professional. Prior to law school, he worked for the accounting firm of Coopers & Lybrand. Mr. Rice is the sole proprietor of the law firm of David Lee Rice, APLC, rated AV by Martindale & Hubbell for the last 15 years and has been named as one of Los Angeles Magazine’s Super Lawyers from 2006 through 2021. He is a member of the American College of Tax Counsel of which there are no more than 700 members. Mr. Rice was a tenured professor in accounting at Cal Poly Pomona where he was in charge of all the tax classes. He has taught on the Masters of Taxation Program at California State University at Northridge and Golden Gate University. Mr. Rice has also taught Divorce and Taxation for Chapman’s LLM in taxation program as well as many courses at the University of West Los Angeles School of Law. He is a Certified Specialist in Taxation with the State Bar of California and is also a Certified Specialist in Elder Law.