On-Demand
Investing in Virtual Currency 2024-25
CPE: 1
Overview
Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This course will help you understand the latest on virtual currency.
Product Code
1000003436
Credit Type
CPE: 1CPE-Technical: 1Format
Online Self-Study
Intended Audience
CPAs, CFPs, attorneys and other financial advisers who offer, or desire to offer, financial planning services.
NASBA Field of Study
Taxes
Level of Difficulty
Advanced
Prerequisites
Basic to advanced knowledge of taxation and income tax planning for individuals and businesses.
Advance Preparation
None.
Learning Objectives
Major Subjects
- Planning Around New Tax Laws
- Investing in Virtual Currency
Faculty
Gregory Mayhew Desmond
GREGORY M. DESMOND, CPA/PFS, CFP®
Greg Desmond is the founder of Desmond Consulting Group and Desmond Wealth Management Inc. ~ Values-Based Financial Planning™, whose goal is to simply and clearly connect clients' values with their financial goals. The firm implements priorities and develops customized action plans to give clients the greatest probability of staying motivated and on track. The belief that clients are serious about managing ...
More about Gregory Mayhew Desmond