REGISTER TODAY FOR OUR FREE WEBINAR!
FRIDAY, OCT. 27, 2023
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CYBERSECURITY, CRYPTOCURRENCY & WEALTH PRESERVATION
TRUST ISSUES FOR CPAS AND ATTORNEYS
8:30 a.m. – Welcome & Introduction of Speakers
9:00 a.m. – 9:50 a.m. – The Most Common Estate Planning Mistakes to Avoid Presented by: M. Keywood Deese, SVP & Trust Officer, Vision Bank
9:50 a.m. – Break and Introduction of Shiny Mathew
10:00 a.m. – 10:50 a.m. - Why We Pay Taxes in Society? Presented by: Shiny Rachel Mathew, Co-Owner & Attorney, Polston Tax Resolution & Accounting Firm, Oklahoma
11:00 a.m. – 11:50 a.m. – Why Do People Believe Cryptocurrency Has Value? Presented by: Shiny Rachel Mathew, Co-owner & Attorney, Polston Tax Resolution & Accounting Firm
11:50 p.m. – 12:30 p.m. – Lunch Break
12:30 - Introduction of Kara Vincent
12:35 p.m. – 1:25 p.m. – I Do Not Think That Word Means What You Think It Means - What We Know About the Corporate Transparency Act So Far Presented by: Kara Vincent, J.D., CPA/CFF/CGMA, CFE Attorney at Barber & Bartz Law firm in Tulsa, OK
1:25 p.m. – Break & Introduction of Preston Draper
1:35 p.m. – 2:30 p.m. – What Happens When You Do Things Your Mama Told You Not To Do: Ethical Implications of Personal Behavior Presented by: Preston Draper, Attorney at Law, Ada, Oklahoma
1:35 p.m. – 2:30 p.m. – ETHICS - A Brave New World: AI Through an Ethical Lens Presented by: Preston Draper, Attorney at Law, Ada, Oklahoma
Find out more about our speakers
This course is approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission for six hours of CLE credit, including one hour of ethics.