Home > 2019 Professional Advisor Seminar

Giving Cryptocurrency to Charity / Estate Planning for Digital Assets

September 26
8:30 a.m. to 12:30 p.m.
Atlantis Casino Resort Spa
3 Continuing Education Units pending

$60 includes lunch  Register and pay through button link

Community Foundation Professional Advisor Council Members and Fundholders register here as our guest.

Giving Cryptocurrency to Charity
Presented by Community Foundation CFO Melissa Tschanz, CPA and
Tyson Cross, Cross Law

The Community Foundation accepted its first gift of Bitcoin in late December 2017. This was a magnificent and generous gift to the community, and the donor received a valuable tax deduction, while we gained insight and experience to share with you.

Melissa Tschanz, Community Foundation of Western Nevada CFO and attorney Tyson Cross of Cross Law will present about the various forms of cryptocurrency, Bitcoin and other digital monetary units. Learn what your clients need to know about giving this new form of money and which nonprofit organizations are able to accept it.

Estate Planning for your Digital Assets

Presented by Luke Welmerink, Welmerink Law
Mr. Welmerink will give examples of the various and extensive types of digital assets, including cryptocurrency, where and how they are stored, and how to safely catalog your user names and passwords for all your digital accounts and assets. How does a fiduciary access clients’ digital assets? What is the most important asset to access through a Power of Attorney? Don’t miss this timely presentation.

Q & A During Lunch – In our experience, there is much to talk about surrounding charitable gifts of cryptocurrency and digital assets. Plan on staying for lunch and joining the conversation with our presenters who will take questions from the stage.