Are you ready for the world of cryptocurrency? It is increasingly becoming an important—but complex—wealth transfer topic in estate planning. In order to properly advise clients and manage their portfolios, accountants and financial planners need to know how cryptocurrency and blockchain technology intersect with estate planning for tax and gifting purposes.
Learn about:
– How blockchain and distributed ledger technology offer unique benefits.
– The differences between cryptocurrency and fiat currency.
– The use of cryptocurrency as a potential investment for life insurance policies.
– Case examples from the life insurance industry.
Presented by: Shelly Harris
Recorded May 28, 2020
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