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2026-03-03 14:00:00

2 Credits

Master the full legal-financial framework for token launches—from SEC compliance and tax structuring to governance controls, with actionable guidance from a CPA-attorney team.

2026-03-03 14:00:00

Master the full legal-financial framework for token launches—from SEC compliance and tax structuring to governance controls, with actionable guidance from a CPA-attorney team.

2026-03-03 14:00:00

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Live stream programs

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Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

Course Overview

Handle Complex Token Launches

Gain a multidisciplinary framework for designing, issuing, and sustaining compliant digital tokens. Apply integrated legal, tax, and accounting strategies before going to market.

Legal Foundations

Navigate SEC frameworks and key regulatory requirements for token issuance.

Financial Reporting

Apply accounting standards to token activities and sponsor obligations.

Tax Structuring

Structure token projects for compliance and optimized tax positioning.

Tokenomics Governance

Design operational controls and governance models for sustainable token projects.

Course Overview

Handle Complex Token Launches

Gain a multidisciplinary framework for designing, issuing, and sustaining compliant digital tokens. Apply integrated legal, tax, and accounting strategies before going to market.

Legal Foundations

Navigate SEC frameworks and key regulatory requirements for token issuance.

Financial Reporting

Apply accounting standards to token activities and sponsor obligations.

Tax Structuring

Structure token projects for compliance and optimized tax positioning.

Tokenomics Governance

Design operational controls and governance models for sustainable token projects.

Why Attend

Why this 
program matters

Civil attorneys advising businesses on token launches must master overlapping regulatory, tax, and financial reporting frameworks to protect clients from enforcement, liability, and structural failure.
$4.68B
In SEC fines were levied against crypto firms in 2024 alone, representing 63% of all crypto enforcement penalties issued since 2013, signaling the severe financial risk of non-compliant token issuance for business clients.
2025
Is the mandatory compliance deadline by which all entities—public and private—must adopt FASB ASU 2023-08, requiring fair value accounting for crypto assets each reporting period with gains and losses recognized in net income, replacing the prior cost-less-impairment model.
80+
Crypto class actions involving token issuers, promoters, and sellers were filed in just the first eight months of 2025, with courts granting class certification specifically on unregistered securities claims, which do not require proof of fraud.
2.08T
USD is the current value of the asset tokenization market in 2025, projected to grow at a 44.25% CAGR through 2031, creating an expanding client base of businesses seeking legal counsel for compliant token launches.

Agenda

SESSION 1

Token Launch Landscape

SESSION 2

Legal Foundations for Token Issuance

SESSION 3

Accounting & Financial Reporting for Token Activities

Session 4

Tax Structuring & Compliance

Session 5

Tokenomics, Governance & Operational Controls

Session 6

Closing Considerations & Key Takeaways

clock 2:00 pm - 2:10 pm EST

Token Launch Landscape

Mark DiMichael

Citrin Cooperman Advisors LLC

Jane Khodarkovsky

ARKTOUROS PLLC

This opening segment establishes the current regulatory and business environment surrounding digital token issuance, orienting attendees to the key legal, financial, and operational challenges token sponsors face before going to market.

Mark DiMichael

Citrin Cooperman Advisors LLC

Jane Khodarkovsky

ARKTOUROS PLLC

clock 2:10 pm - 2:40 pm EST

Legal Foundations for Token Issuance

Mark DiMichael

Citrin Cooperman Advisors LLC

Jane Khodarkovsky

ARKTOUROS PLLC

Attendees will examine how federal securities law applies to token offerings, including Howey Test analysis, registration requirements, and available exemptions, giving practitioners the regulatory framework needed to structure compliant token launches for business clients.

Mark DiMichael

Citrin Cooperman Advisors LLC

Jane Khodarkovsky

ARKTOUROS PLLC

clock 2:40 pm - 3:00 pm EST

Accounting & Financial Reporting for Token Activities

Mark DiMichael

Citrin Cooperman Advisors LLC

Jane Khodarkovsky

ARKTOUROS PLLC

This segment addresses how token-issuing entities must account for digital assets under updated FASB standards, covering fair value measurement, balance sheet presentation, and disclosure obligations that directly affect how attorneys advise clients on financial reporting compliance.

Mark DiMichael

Citrin Cooperman Advisors LLC

Jane Khodarkovsky

ARKTOUROS PLLC

clock 3:10 pm - 3:35 pm EST

Tax Structuring & Compliance

Mark DiMichael

Citrin Cooperman Advisors LLC

Jane Khodarkovsky

ARKTOUROS PLLC

Practitioners will explore how token issuance triggers federal tax obligations, including income recognition, cost basis methodology, and IRS Form 1099-DA reporting requirements, equipping attorneys to guide clients through structuring decisions that minimize liability and ensure compliance.

Mark DiMichael

Citrin Cooperman Advisors LLC

Jane Khodarkovsky

ARKTOUROS PLLC

clock 3:35 pm - 4:05 pm EST

Tokenomics, Governance & Operational Controls

Mark DiMichael

Citrin Cooperman Advisors LLC

Jane Khodarkovsky

ARKTOUROS PLLC

This session examines how token design, distribution mechanics, and governance structures affect legal and regulatory exposure, helping attorneys evaluate whether a client’s tokenomics model creates unintended securities classification risk or operational compliance vulnerabilities post-launch.

Mark DiMichael

Citrin Cooperman Advisors LLC

Jane Khodarkovsky

ARKTOUROS PLLC

clock 4:05 pm - 4:10 pm EST

Closing Considerations & Key Takeaways

Mark DiMichael

Citrin Cooperman Advisors LLC

Jane Khodarkovsky

ARKTOUROS PLLC

Presenters synthesize the program’s multidisciplinary framework into actionable guidance, reinforcing the critical legal, tax, and accounting decisions token sponsors must address and equipping attending attorneys with a practical compliance checklist for advising future token launch clients.

Mark DiMichael

Citrin Cooperman Advisors LLC

Jane Khodarkovsky

ARKTOUROS PLLC

01 06
Prev
Next

Key topics that will be covered

What will you learn

Attorneys will learn the key regulatory frameworks, financial reporting implications, and structural decisions token sponsors must address before going to market.

What will you gain

Attendees will gain a clear understanding of the multidisciplinary steps required to responsibly design, launch, and sustain a compliant token project.

Token Landscape
Understand the current environment surrounding digital token issuance today.
Issuance Requirements
Identify what businesses must resolve before launching a token to market.
Compliance Steps
Learn the multidisciplinary steps required for a responsible token launch.
Sponsor Obligations
Examine the specific responsibilities token sponsors must address pre-launch.
Launch Sustainability
Explore what is required to sustain a compliant token project long-term.
Program Framework
Gain a practical roadmap co-presented by both a CPA and attorney.

What will you learn

Attorneys will learn the key regulatory frameworks, financial reporting implications, and structural decisions token sponsors must address before going to market.

What will you gain

Attendees will gain a clear understanding of the multidisciplinary steps required to responsibly design, launch, and sustain a compliant token project.

Plans

Proven CLE solutions for every legal professional

Access type Individual Purchase Basic Premium Most Popular Corporate CLE Plan
Price
$95 – $245
Price varies based
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of 1 to 3+ hours
$395/year
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based on firm size
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Number of Available Webinars 1 1,000+ 1,000+
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Earn "Live" CLE credit Included Included Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included Included Included
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Exclusive Partner Webinars & Events Included Included
Special credits (Ethics, Elimination
of Bias, etc.)
Included Included
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Personalized CLE Platform Included Included
Live Conferences Included
Bootcamps Included
Individual Purchase
Basic
Premium
Corporate CLE Plan
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
Access type Pay per
class
Number of Available Webinars 1
Number of New Webinars Added Yearly Limited
Earn "Live" CLE credit Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included
Attend "Live" Re-Broadcasts Included
Exclusive Partner Webinars & Events
Special credits (Ethics, Elimination
of Bias, etc.)
Instant Certificates After Completion
Personalized CLE Platform
Live Conferences
Bootcamps

speakers

Joe Ervin

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Kevin Foley

Reminger Co
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Grant H. Lawson

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Mark DiMichael

Citrin Cooperman Advisors LLC

Jane Khodarkovsky

ARKTOUROS PLLC

Mark DiMichael

Citrin Cooperman Advisors LLC

Mark DiMichael is a partner in Citrin Cooperman Advisors LLC’s Valuation and Forensic Services group and the founder and leader of the firm’s Digital Assets practice. His practice serves a broad range of clients in the digital asset space — including mining companies, investors, investment funds, token issuers, NFT marketplaces, and financial services companies — on accounting, tax, and advisory matters unique to the industry. Beyond digital assets, Mark’s expertise spans divorce litigation, economic damages analysis, fraud investigation, white collar criminal defense, and business appraisals. He has provided expert testimony numerous times in federal court, state court, and arbitrations. Mark holds a Bachelor of Science in Accounting from Fordham University’s Gabelli School of Business and carries five professional certifications: CPA (New York), Certified Cryptocurrency Forensic Investigator, Certified in Financial Forensics, Accredited in Business Valuation, and Certified Fraud Examiner.

Education & Credentials

Mark earned a Bachelor of Science in Accounting from the Gabelli School of Business at Fordham University. He holds five professional certifications that reflect the breadth and depth of his expertise: Certified Public Accountant (New York), Certified Cryptocurrency Forensic Investigator (CCFI), Certified in Financial Forensics (CFF), Accredited in Business Valuation (ABV), and Certified Fraud Examiner (CFE). This combination of financial, forensic, valuation, and digital asset credentials is rare and directly supports his work across the full range of complex litigation support and advisory matters his clients bring to him — from cryptocurrency fraud investigations to economic damages analyses to business appraisals in contested transactions.

Recognition & Leadership

Mark received the 2020 AICPA Forensic and Valuation Services Standing Ovation Recognition and the 2020 NYSSCPA Forty Under Forty Award — honors that reflect peer recognition of both his professional excellence and his emerging leadership within the accounting and forensic services community. As the founder and leader of Citrin Cooperman's Digital Assets practice, he has built one of the firm's most distinctive and forward-looking specialty groups. He has served as former chairperson of the NYSSCPA's Digital Asset, Litigation Services, and Consulting Oversight committees, and has been featured and quoted in major media including the New York Times, CNBC, Forbes, Bloomberg Tax, and Accounting Today.

Professional Involvement

Mark is a member of the New York State Society of CPAs (NYSSCPA), the American Institute of Certified Public Accountants (AICPA), and the Association of Certified Fraud Examiners (ACFE). He regularly teaches CPE and CLE courses on digital assets and cryptocurrency — covering fraud, tax, accounting, investigation, and industry developments — as well as on forensic accounting, divorce, and economic damages. His media presence across the New York Times, CNBC, Forbes, Bloomberg Tax, and other outlets reflects ongoing engagement with practitioners, investors, and the public on the rapidly evolving issues at the intersection of digital assets and financial accountability.

Experience

Mark DiMichael has built a practice at the convergence of digital assets, forensic accounting, and complex litigation support. As founder and leader of Citrin Cooperman's Digital Assets practice, he has positioned the firm at the forefront of advisory and forensic services for the cryptocurrency and blockchain industry — serving mining companies, funds, NFT platforms, token issuers, and financial services firms with the specialized expertise their unique accounting, tax, and legal challenges demand. His expert testimony record across federal courts, state courts, and arbitrations in matters involving fraud, divorce, economic damages, and white collar defense reflects the practical application of his credentials in contested, highstakes proceedings. His five certifications, two national awards, NYSSCPA committee leadership, and extensive CPE and CLE teaching reflect a career defined by technical mastery, professional service, and public education.

Mark DiMichael

Citrin Cooperman Advisors LLC

Mark DiMichael is a partner in Citrin Cooperman Advisors LLC’s Valuation and Forensic Services group and the founder and leader of the firm’s Digital Assets practice. His practice serves a broad range of clients in the digital asset space — including mining companies, investors, investment funds, token issuers, NFT marketplaces, and financial services companies — on accounting, tax, and advisory matters unique to the industry. Beyond digital assets, Mark’s expertise spans divorce litigation, economic damages analysis, fraud investigation, white collar criminal defense, and business appraisals. He has provided expert testimony numerous times in federal court, state court, and arbitrations. Mark holds a Bachelor of Science in Accounting from Fordham University’s Gabelli School of Business and carries five professional certifications: CPA (New York), Certified Cryptocurrency Forensic Investigator, Certified in Financial Forensics, Accredited in Business Valuation, and Certified Fraud Examiner.

Education & Credentials

Mark earned a Bachelor of Science in Accounting from the Gabelli School of Business at Fordham University. He holds five professional certifications that reflect the breadth and depth of his expertise: Certified Public Accountant (New York), Certified Cryptocurrency Forensic Investigator (CCFI), Certified in Financial Forensics (CFF), Accredited in Business Valuation (ABV), and Certified Fraud Examiner (CFE). This combination of financial, forensic, valuation, and digital asset credentials is rare and directly supports his work across the full range of complex litigation support and advisory matters his clients bring to him — from cryptocurrency fraud investigations to economic damages analyses to business appraisals in contested transactions.

Recognition & Leadership

Mark received the 2020 AICPA Forensic and Valuation Services Standing Ovation Recognition and the 2020 NYSSCPA Forty Under Forty Award — honors that reflect peer recognition of both his professional excellence and his emerging leadership within the accounting and forensic services community. As the founder and leader of Citrin Cooperman's Digital Assets practice, he has built one of the firm's most distinctive and forward-looking specialty groups. He has served as former chairperson of the NYSSCPA's Digital Asset, Litigation Services, and Consulting Oversight committees, and has been featured and quoted in major media including the New York Times, CNBC, Forbes, Bloomberg Tax, and Accounting Today.

Professional Involvement

Mark is a member of the New York State Society of CPAs (NYSSCPA), the American Institute of Certified Public Accountants (AICPA), and the Association of Certified Fraud Examiners (ACFE). He regularly teaches CPE and CLE courses on digital assets and cryptocurrency — covering fraud, tax, accounting, investigation, and industry developments — as well as on forensic accounting, divorce, and economic damages. His media presence across the New York Times, CNBC, Forbes, Bloomberg Tax, and other outlets reflects ongoing engagement with practitioners, investors, and the public on the rapidly evolving issues at the intersection of digital assets and financial accountability.

Experience

Mark DiMichael has built a practice at the convergence of digital assets, forensic accounting, and complex litigation support. As founder and leader of Citrin Cooperman's Digital Assets practice, he has positioned the firm at the forefront of advisory and forensic services for the cryptocurrency and blockchain industry — serving mining companies, funds, NFT platforms, token issuers, and financial services firms with the specialized expertise their unique accounting, tax, and legal challenges demand. His expert testimony record across federal courts, state courts, and arbitrations in matters involving fraud, divorce, economic damages, and white collar defense reflects the practical application of his credentials in contested, highstakes proceedings. His five certifications, two national awards, NYSSCPA committee leadership, and extensive CPE and CLE teaching reflect a career defined by technical mastery, professional service, and public education.

Jane Khodarkovsky

ARKTOUROS PLLC

Jane Khodarkovsky is a partner at ARKTOUROS PLLC and one of the country’s leading experts at the intersection of financial crimes, digital assets, and regulatory compliance. She previously served as General Counsel and Head of Risk & Compliance at the Celo Foundation, where she oversaw all legal, regulatory, and compliance matters for a decentralized, open-source blockchain platform — including strategy across DeFi, DAOs, AML, sanctions, and securities law in the U.S. and internationally. Before that, she was a Trial Attorney in the DOJ’s Money Laundering and Asset Recovery Section (MLARS), and previously prosecuted enterprise corruption and financial crimes at the New York County District Attorney’s Office and the New Jersey Attorney General’s Office. She holds a Juris Doctor from the University of Michigan Law School and a Bachelor of Arts from Barnard College, summa cum laude.

Education & Credentials

Jane earned a Bachelor of Arts from Barnard College, summa cum laude, and a Juris Doctor from the University of Michigan Law School. Her credentials reflect a legal career of exceptional distinction across federal prosecution, in-house blockchain governance, and private advisory practice. As a Trial Attorney in DOJ's Money Laundering and Asset Recovery Section, she developed specialized expertise in virtual currency, cryptocurrency exchanges, BSA violations, and complex multi-jurisdictional financial crime prosecutions. Her subsequent role as General Counsel and Head of Risk & Compliance at the Celo Foundation added an in-house leadership dimension that makes her one of the rare practitioners who has navigated digital asset compliance from both the enforcement and organizational sides.

Recognition & Leadership

Jane is a recognized subject matter expert in financial crimes, AML, sanctions compliance, and digital assets — and is frequently invited to speak and train public and private sector audiences on these topics. She has served as an expert witness in civil litigation at the intersection of money laundering, financial crimes, corruption, and human trafficking, and is co-author of a DOJ-published article on cryptocurrency and sex trafficking prosecutions. Her leadership as General Counsel of the Celo Foundation — overseeing compliance strategy for an internationally recognized DeFi platform across multiple jurisdictions — reflects a career of institutional trust and professional distinction at the highest levels of the digital asset and financial crimes fields.

Professional Involvement

At ARKTOUROS PLLC, Jane advises private companies, foundations, and technology projects on DeFi and DAOs, regenerative finance and sustainability, machine learning and digital identity, and on-chain AML and sanctions compliance. She provides training and guidance to federal, state, and local law enforcement; international regulators and investigative bodies; and corporate compliance and legal teams. Her expert witness practice in civil cases involving money laundering, corruption, human trafficking, and financial crimes adds a forensic and testimonial dimension to an advisory practice already defined by exceptional breadth. Her international training work — developed during her DOJ tenure and continued in private practice — reflects engagement with the global dimensions of financial crime and digital asset compliance.

Experience

Jane Khodarkovsky's career charts a course from state prosecution through federal financial crimes enforcement to in-house blockchain governance and private advisory practice — each stage adding depth and dimension to one of the most distinctive professional profiles in the digital assets and financial crimes space. She began prosecuting enterprise corruption and financial crimes at the New York County DA's Office and the New Jersey Attorney General's Office before joining DOJ's Money Laundering and Asset Recovery Section, where she handled complex, multi-jurisdictional money laundering cases involving virtual currency, cryptocurrency exchanges, and human trafficking. As General Counsel at the Celo Foundation, she applied that enforcement background to the governance and compliance challenges of a live, internationally operating DeFi platform. At ARKTOUROS PLLC, she now synthesizes all of that experience into advisory, training, and expert witness work that spans the full landscape of financial crimes, digital asset regulation, and compliance strategy.

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Missouri
Approved
Montana
Approved
Nebraska
Pending
Nevada
Approved
New Hampshire
Approved
New Jersey
Approved
New Mexico
Approved
New York
Approved
North Carolina
Pending
North Dakota
Approved
Ohio
Approved
Oklahoma
Pending
Oregon
Pending
Pennsylvania
Approved
Rhode Island
Pending
South Carolina
Pending
South Dakota
No Required
Tennessee
Approved
Texas
Approved
Utah
Pending
Vermont
Approved
Virginia
Not Eligible
Washington
Approved
West Virginia
Pending
Wisconsin
Approved
Wyoming
Pending

Alabama

Requirements

The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.  

Formats

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs