Crypto Tax Planning: Beyond the Basics & What to Know Going Forward

October 22nd, 2025 - October 22nd, 2025 @ 3:30 PM-5:30 PM

Credits

Description

This session will focus on the tax planning and strategy implications that arise when clients and colleagues become more active users of bitcoin and other crypto assets. Even with price volatility and regulatory ambiguity, there are tax factors that practitioners need to be aware of as the usage and adoption of crypto continue to increase. Focused on practical applications and examples around basic and more advanced crypto tax planning, attendees will leave with actionable business intelligence to advise current and future clients.

Objectives

Provide an overview of the cryptocurrency landscape and tips for advising clients who are invested in these assets.

Major Subjects

• Define and explain the current state of the cryptoasset landscape, and tax marketplace
• Recognize and analyze tax regulations, as well as potential future tax changes
• Outline and articulate how various cryptoassets are classified and treated from a tax planning perspective
• Discuss examples of how to advise clients and colleagues on practical ways and methods to account for and plan crypto taxes
   

Prerequisites

None