Wealth Preservation

Counsel Richard Ploss Presented on "Estate Planning for Digital Assets"

8/17/2017 | Event

Porzio counsel I. Richard Ploss presented during the St. Joseph's College CPA Workshop at the Standish campus on August 17, 2017. The session, "Estate Planning for Digital Assets," focused on digital assets and how income tax advisors can best advise their clients to the same. The presentation also addressed the Revised Uniform Fiduciary Access to Digital Assets Act ("Revised UFADAA"), which has been adopted in 31 states and introduced in 14 other states. 

Since 2009, St. Joseph's College has hosted a full-day workshop three times a year for CPAs from Maine and New Hampshire, on topics relating to estate planning and taxation. Check-in and continental breakfast begins at 7:00 AM and the program will run from 8:00 AM to 4:00 PM.

To view the full agenda and to register, please click here.

Saint Joseph's College, 278 Whites Bridge Road Standish, ME 04084