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An Examination into Cryptocurrency Taxation

A deeper dive into the complex side of crypto taxation, including mining, staking, forks, airdrops, DeFi swaps, yield farming, liquidity pools and more. With little to no guidance in these areas, we will discuss existing code sections and how best to apply them to cryptocurrency situations. We will also cover using the blockchain itself to extract transactions and tools that can help in that process.

Objectives

Upon completion of the session, the learner will be able to:

• Analyze complex cryptocurrency situations
• Interpret existing IRC and cryptocurrency guidance
• Identify situations in need of guidance
• Evaluate options for clients where guidance is absent

Details

Matt Metras, EA

Instructor:

Level:

Advanced

Prerequisites:

Working knowledge of tax and investment planning

Advanced Preparation:

None

Delivery Method: 

Group Live

CPE credits     Designation     Field of study

IRS

2

AFSP

Federal Tax Law Topic

IRS

2

EA

Federal Tax Law Topic

NASBA

2

CPA

Taxes

CTEC

2

CRTP

Federal Tax Law Topic

CFP Board

2

CFP®

Yes

How to Earn CPE

Sessions are first come, first served. Registration is not required for individual sessions. To earn CPE, scan your badge on your way into each session. You do not need to scan on your way out. CPAs will receive an additional form at registration to self-report their time out. We strictly abide by the IRS’ CPE rules and turn badge scanners off ten minutes after each session begins. We cannot award CPE if your badge isn’t scanned.

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