Tax, Estate and Financial Planning Issues for Cryptocurrency Owners

Blockchain Breakfast Series

CKR Law LLP invites you to our upcoming free Blockchain Breakfast, on February 26, 2018, with a focus on tax and estate issues that affect virtual currencies and token sales.

CKR Law LLP will be hosting its monthly Blockchain Breakfast at Rise NY on February 26, 2018, beginning at 8:30 a.m. Tax season is upon us and if you are a token or crypto holder, 2017 was possibly an extraordinary year for you. Join our tax expert team of panelists to learn more about how tax and estate issues affect virtual currencies and token sales.

The event will be moderated by Alexandra Levin Kramer, CKR Law’s Founding Chair of the Blockchain Technology & Digital Currency Practice Group.

The panel will provide an analysis of tax, estate and financial planning issues with cryptocurrency ownership. Members of the panel will discuss the following:

  • U.S. income tax-reporting requirements for U.S. and non-U.S. holders of cryptocurrency
  • Impact of the recent IRS “John Doe” summons to Coinbase
  • Disclosure requirements for U.S. persons owning cryptocurrency located in a foreign country
  • How to use the IRS Voluntary Disclosure program to avoid potential penalties
  • Estate planning (including estate and gift tax) considerations for cryptocurrency owners as well as security issues with respect to undisclosed passwords
  • Diversification options for holders of cryptocurrency portfolios
  • Financial planning considerations for newly generated wealth

Panelists:

Eli Akhavan, Chair, Private Clients and Wealth Preservation Group, CKR Law
- Brian Kristiansen, CPA, Partner, Friedman LLP
- Christopher J. Williams, Tax Director, Citrin Cooperman
- Suzanne R. Katz, CFP®, Wealth Management Advisor, Portfolio Manager, Merrill Lynch Wealth Management

For further information about the event or CKR Law’s Blockchain Technology & Digital Currency Practice, please contact Alexandra Levin Kramer or Eli Akhavan, partners at CKR Law LLP.  You can reach Alexandra at akramer@ckrlaw.com or Eli at eakhavan@ckrlaw.com or (212) 259-7300.

Max capacity: 110

Couldn't make the event? Watch the full video recording below.


VENUE SPONSOR

Rise New York

The Details

Monday, February 26

8:30 am: Breakfast and Networking
9:00 
am to 10:00 am: Panel Discussion and Q & A

Location:

Rise New York
43 West 23rd Street
New York, NY 10010

Cost:

FREE

Learn more about tax and estate issues that affect virtual currencies and token sales at this Blockchain Breakfast.
Speaker

Panelist: Eli Akhavan

Eli Akhavan is the Chair of CKR Law's Private Clients and Wealth Preservation Group.

Eli focuses his practice on domestic and international estate, asset protection and tax planning for high net-worth individuals and their families. Eli's clients include executives, real estate owners and professionals, nursing home operators, professional athletes, entrepreneurs, owners of closely-held businesses and hedge fund and private equity professionals. Additionally, Eli represents family offices in their tax, estate and business succession planning needs. Read More

 

Speaker

Panelist: Brian Kristiansen, CPA

Brian Kristiansen is a partner at Friedman LLP. He has over 10 years of public accounting and tax experience with clients in a wide variety of industries including real estate, technology, ecommerce, private equity and various service industries including professional staffing and medical practices.

Speaker

Panelist: Christopher J. Williams, CPA, MST

Christopher Williams is a director in Citrin Cooperman’s New Jersey office. He has 10 years of experience in public accounting, specializing in financial services. His clients include registered investment advisors, registered brokers and dealers, investment companies, hedge funds, private equity funds, general partnerships, and management companies.

Chris helps his clients prepare and plan for new regulatory matters and financial service business opportunities. He also consults with them on how to improve efficiency and how to identify tax savings opportunities. Prior to joining Citrin Cooperman in 2016, Chris served clients at a Big 4 accounting firm.

Speaker

Panelist: Suzanne R. Katz, CFP®

Suzanne is a Wealth Management Advisor with Merrill Lynch Wealth Management, with 16 years of experience in the financial services industry. She develops investment planning strategies for high-net-worth individuals to address their most important goals, including those related to business ownership, building and preserving wealth for themselves and future generations, and funding philanthropic pursuits.

Speaker

Moderator: Alexandra Levin Kramer

Alexandra is a Partner at CKR Law LLP where she is the founding chair of its Blockchain Technology & Digital Currency practice group. Alexandra advises U.S. and foreign blockchain clients on founding startups, cryptofunds, token sales and digital currency transactions, in compliance with US securities and corporate laws, in industries such as real estate, banking, healthcare, finance, employment, and more. Alexandra is also the President of the International Blockchain Real Estate Association. Read More

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