Planning for Cryptocurrency

  • May 13, 2020
  • 12:30 PM - 1:30 PM
  • Webinar

Registration

  • Includes: One complimentary registration; Listed as Event Sponsor with logo in event promotion and event program; Recognition as Event Sponsor from the podium; and One exhibit table, as event space permits.
  • In partnership with CPGC, Maryland Non-Profit Association Members receive $10 off the standard rate. Discount code required.

Registration is closed

About the Session

Cryptocurrency continues to grow in popularity, with studies showing that 11-14% of Americans own some form.  Join Matthew Costa and Leanne Broyles for an overview of what it is, how it works, and basic tax and estate planning considerations.


About the Speakers

Leanne Broyles is a Senior Associate at Frost & Associates, LLC. Leanne focuses her practice on estates and trusts, and international tax compliance for individuals. Ms. Broyles works with clients to develop and implement customized estate and asset protection plans. She advises and assists clients serving in fiduciary capacities with navigating the administration of trusts and estates. Ms. Broyles also works with individuals who own assets abroad to achieve US tax compliance. She assists individuals with FATCA reporting, FIRTPA, Streamlined Compliance Procedures, Offshore Voluntary Disclosures, and offshore audits.

Ms. Broyles is a member of the American Bar Association, the Maryland State Bar Association, and the Anne Arundel County Bar Association. She is an affiliate member of the Society of Trust and Estate Practitioners. She serves as the Young Lawyer Representative on the Estate and Trust Section Council for the MSBA and is a Co-Program Chair of the Anne Arundel County Estate Planning Council.

Matthew Costa is a CPA and CERTIFIED FINANCIAL PLANNER™ with over 11 years of tax and financial advisory experience.  Matt is a founding partner at Bestgate Wealth Advisors and a principal at RCN & Associates LLC, a Maryland accounting firm.  Before partnering in these firms, Matt was a tax manager at RSM, a top 5 national accounting firm for 6 years.  Matt graduated from the University of South Carolina with a Masters of Accountancy and a Bachelor’s of Science in Finance, Accounting, and directed study in Economics in 2010.



Thank You to our Chapter Gold Sponsors


Thank you to our Special Communications Sponsor



Sponsorship Opportunities

Event Sponsorship includes one complimentary registration, listing as Event Sponsor with logo in event promotion and event program, recognition as Event Sponsor from the podium, and one exhibit table, as event space permits.

Substitution Policy

A substitution is permitted. A nonmember substitute for a member must pay the registration difference for the same Registration Type [IE: Early Bird, Standard].

Cancellation Policy

A request for refund of an event registration fee must be sent in writing to Info@ChesapeakePlannedGiving.org. The registration fee for an event cancellation received within seven [7] days of the event or a no-show is nonrefundable.


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