Digital Assets - Tax and Estate planning and compliance

The IRS and U.S. Treasury have released final digital asset tax reporting regulations, confirming that digital assets are treated as property for federal tax purposes and that taxpayers must accurately report all digital asset activity on their tax returns. Despite this guidance, unresolved issues related to valuation, transaction tracking, and reporting continue to create uncertainty for both taxpayers and their advisors.

Why Should You Attend?

Digital assets are now an integral part of personal, professional, and financial life—ranging from online accounts and cloud-based files to cryptocurrency, digital intellectual property, and subscription services. Despite their growing value and sensitivity, these assets are often overlooked in traditional estate planning, exposing heirs, fiduciaries, and beneficiaries to legal barriers, privacy risks, and permanent data loss.

This course examines the expanding role of digital assets in modern estate planning. Warren M Bergstein provides a practical framework for identifying, categorizing, and protecting digital assets while complying with evolving legal, privacy, and fiduciary standards. Participants will learn how federal and state laws, user agreements, and cybersecurity considerations affect access, management, and transfer of digital property.

Designed for tax and advisory professionals, this program delivers actionable guidance on integrating digital assets into existing estate plans. Advisors will leave better equipped to help clients safeguard sensitive information, ensure continuity, and reduce risk—bringing estate planning practices into alignment with today’s digital reality.

Learning Objectives:

Understand the importance of integrating digital assets into estate planning.
Identify various types of digital assets and their value within an estate.
Explore strategies for transferring digital assets to beneficiaries.
Learn about legal and regulatory considerations in digital estate planning.
Gain practical techniques for managing and preserving digital wealth and legacy.

Session Highlights:

Digital asset integration in estate planning
Valuation and types of digital assets
Transferring digital assets to beneficiaries
Practical digital estate planning techniques
Legal authority, privacy rights, and access considerations
Categories of digital assets, including financial, personal, and intellectual property
Secure management tools and documentation strategies
Integrating digital assets into wills, trusts, and powers of attorney
Fiduciary obligations and cybersecurity considerations
Planning outcomes for continuity, security, and beneficiary protection

Who Should Attend:

CPAs and Enrolled Agents
Tax Attorneys and Legal Professionals
Compliance Officers
Financial Advisors
Business Owners and Executives

Credits and Other information :

IRS CPE Credits: 2.0 TAX

Session Prerequisites and preparation: None

Session learning level: Basic

Location: Virtual/Online

Delivery method: Group Internet Based

IRS Course ID: DFFSC

Attendance Requirement: Yes

Session Duration: 120 Min

Case Studies and Live Q&A session with speaker

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