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Course Details

Accounting for Digital Assets in Estate Planning (Course Id 1585)

Updated / QAS / Registry
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Author : Patricia McCarthy, MBA
Course Length : Pages: 15 ||| Review Questions: 5 ||| Final Exam Questions: 5
CPE Credits : 1.0
IRS Credits : 0
Price : $12.95
Passing Score : 70%
Course Type: NASBA QAS - Text - Technical - NASBA Registry
Primary Subject-Field Of Study:

Finance - Finance for Course Id 1585

Description :

It is important that access to online bank accounts, Instagram pictures, eBooks or even reward miles be considered as part of the estate planning process in today’s digital world. This accounting for digital assets course discusses, in detail, 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 with accounting treatment of digital assets due to corporate and state restrictions.

Usage Rank : 0
Release : 2023
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents :
Additional Links :
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 07-Feb-2023
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - Text - Technical - NASBA Registry - 1585

Keywords : Finance, Accounting, Digital, Assets, Estate, Planning, cpe, cpa, online course
Learning Objectives :

Course 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.
Course Contents :

Chapter 1 - Accounting for Digital Assets in Estate Planning

Course Learning Objectives


What is a Digital Asset?

Why Plan?

Financial Assets

Photos, Websites, Books and Videos

Email and Social Media

ITUNE Songs, Games

Ownership vs. Access

Digital Estate Planning



Secure Storage

Identify a Fiduciary

Authorize a Fiduciary

Legal Environment

3 Tiers

Tier 1

Website Hosts

Photo Sharing Sites

Tier 2

Third Tier

Identity Theft and Hacking


Review Questions


CPE Finance Course: https://www.cpethink.com/cpe-for-cpas
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