Course Description:
This course discusses why digital assets should be included in the estate planning process. It then walks you through the steps you need to consider when planning for digital assets and overviews some factors that should be considered during this process. Finally, it discusses some of the difficulties and solutions of managing digital assets due to corporate and state restrictions.

Learning Objectives:

·        Recognize the difficulty in accessing digital assets of a deceased person.

·        Identify digital assets.

·        Identify critical components of digital asset planning

·        Recognize the difference between owned and leased digital assets.

·        Recognize the approaches corporations and states are taking with accessing digital assets of deceased individuals.

Field of Study: Finance

Recommended CPE: 1 Hour

Revision Date: 8/27/24

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
Click here to view cancellation and record retention policies