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Friday, April 28, 2023 In-personEssex Chapter

Blockchain / Real Estate and Mortgages (E2304089)

8:30 AM - 12:10 PM EDT

The Hanover Manor

16 Eagle Rock Avenue
East Hanover , NJ 07936

4.0 CPE Credits in SK
This event is part of the Essex Chapter Season Pass - 2022/23 event bundle.


This session will cover the two distinct topics: 1) mortgage interest rate trends and housing values and 2) the most important updates occurring in 2023 with regards to crypto asset accounting and the evolving crypto tax landscape



All CPAs


Gain a better understanding of lending/borrowing options and other mortgage-related topics. Also, learn the current state of the blockchain and crypto marketplace, pending regulatory changes, and tax implications of crypto investing/implementation for client advisory purposes.


The Economy 

  • Overview of the U.S. and U.S. and global economy 
  • Current federal government programs  
  • Inflation/job market/unemployment and its impact on housing  
  • Real estate market 
  • Still location that determines value 
  • Home price determination 
  • The current outlook for commercial properties 
  • Appraisal valuations in a declining market 


  • Three credit bureaus 
  • Credit scores  
  • Credit repair             

Lending/Borrowing Options 

  • Overview of current guidelines 
  • How to qualify 
  • No income loans-bank statement and asset based (self-employed) 
  • Refinance 
  • Reverse mortgages 

Other Mortgage-Related Topics 

  • Annual mortgage review 
  • Mortgage insurance 
  • Consequences of buying and selling 
  • Home equity line of credit 
  • Credit report monitoring 
  • Appropriate times to consider refinancing 
  • Commercial lending 

Crypto Assets 

  • Update on various crypto assets 
  • The Ethereum merger and stable coin proliferation 
  • Smart contract development  
  • Lessons from the 2022 tax seasons for crypto investors and their advisors  
  • Market update around the blockchain and crypto asset space  
  • Review of FASB progress of codifying crypto-specific accounting standards 
  • Regulatory trends for crypto assets 
  • Tax season recap and lookup for practitioners  








Marc Demetriou

Marc C. Demetriou, CLU, ChFC, CDLP

SVP of Mortgage Lending/Branch Manager

Guaranteed Rate Inc.

Marc C. Demetriou, CLU, ChFC, is a licensed mortgage banker/broker in New Jersey, New York, Connecticut, Pennsylvania, South Carolina and Florida. Marc consistently ranks in the top 1 percent of mortgage originators in the U.S., according to leading industry sources. In his home state of New Jersey, he has been featured in NJBIZ's "40 Under 40", and is called upon frequently by the real estate, finance, accounting and legal communities as a trusted expert and speaker. Additionally, Marc is a certified and licensed instructor, offering continuing education credits to accountants, realtors, financial planners and managed care professionals. Profoundly inspired by his grandfather's hard work and success as an immigrant coming from Cyprus, Marc has authored his first book, Lessons From My Grandfather: Wisdom For Success in Business and Life.

Sean Stein Smith

Sean D. Stein Smith, CPA, CFE, CGMA, CMA, DBA

Assistant Professor

Lehman College

Sean is an expert and sought-after speaker, focusing on the intersection of financial services, blockchain and cryptocurrencies. He is a regular contributor to IBM’s Blockchain Unleashed website, analyzing applications for blockchain technology on business at large, as well as being a regular expert guest on China Global TV Network discussing blockchain and related applications. Sean is a member of the Advisory Board for the Wall Street Blockchain Alliance, which coordinates with the AICPA in developing standards and reporting frameworks in this emerging area. Sean continuously works with, and consults for, the AICPA and several professional training organizations in the creation and delivery of blockchain and cryptocurrency related content. He is currently under contract to publish two books focusing on blockchain applications for financial services and other industry sectors. Sean is the host of the NJCPA TechTalk Podcast and is a past leader of the NJCPA Emerging Technologies Interest Group.


$75.00 - Member

$95.00 - Nonmember

$0.00 - Pass Holder

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Note: Online pre-registration will close on April 28 at 8:00 AM.

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