Breakfast Meeting Webinar: The Cryptocurrency Landscape for the T&E Community - Fall 2023 Edition
We are pleased to announce that John L. Varga, III, AM, Managing Director/Partner with MPI, will be our guest speaker on the topic of ”The Cryptocurrency Landscape for the T&E Community - Fall 2023 Edition” at our virtual “breakfast” meeting on Thursday, December 7, 8:30 a.m. to 9:15 a.m. followed by networking from 9:15 a.m. to 9:30 a.m.
Our presenter will share his experience with a range of appraisal projects involving cryptocurrencies, with an emphasis on charitable gifting, estate tax filing, and intra-family gifts and sales. Specifically, John will discuss the regulatory environment as it affects the types of documentation and acceptable valuation methodologies. He’ll also address the question, Why is a Qualified Appraisal required? and will do a deep dive into CCA Memo Number 202302012 (qualified appraisal requirement for charitable contributions of cryptocurrency).
John is a Partner at MPI and is based in the firm’s New York City office. Since joining MPI, John has determined the value of closely held securities of companies for a variety of purposes, including estate and gift taxes, income taxes, sale and merger, stock purchase plans, buy-sell agreements, ownership succession, Employee Stock Ownership Plans and corporate and shareholder planning. John has extensive valuation experience in many industries including complex real estate development and management organizations, technology firms (including start-up phase companies) and manufacturers of equipment and components for the automotive, consumer and industrial sectors. The valuation analyses and reports prepared by John have been used for presentations to management, directors, and stockholders of client companies, as well as to attorneys, accountants, and bank trust representatives.
The guest fee is $50 to attend our breakfast webinars and guest attendance by a professional colleague is limited to two events (virtual and/or in person) within a two-year period. Eligible guests and professionals that work and/or live in Fairfield County can apply for EPC-LFC membership by completing a membership application, accessible on our website (www.epclfc.org). Questions regarding membership or the application process can be addressed by William Murray, CPA, CFF, ASA, ABV, 1st Vice President, Membership, at firstname.lastname@example.org.
Registration deadline is Tuesday, December 5th. For registration details, please click on the document link below.