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Beyond the Basics: What Practitioners Need to Know Going Forward (ME22-46/23)

Member Price $75
Non-Member Price $100
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October 23 @ 3:00 pm - 5:00 pm

Event 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.  

Designed For

Firm leaders, owners, managing partners, IT managers


1. Learn what cryptocurrencies are and their use cases2. Understand how to safely interact with cryptocurrency & NFTs (buying, selling & storing)3. Understand the tax implications of investing in cryptocurrency, running a mining operation, using NFTs, and using cryptocurrency as a payment method4. Recognize challenges in dealing with cryptocurrency-related clients5. Apply tax planning opportunities6. Serve clients with cryptocurrency transactions using a tool like

Major Subjects

Define and explain the current state of the cryptoasset landscape, and tax marketplaceRecognize and analyze tax regulations, as well as potential future tax changesOutline and articulate how various cryptoassets are classified and treated from a tax planning perspectiveGive examples of how to advise clients and colleagues on practical ways and methods to account for and plan crypto taxesDefine some of the best places to obtain more information and stay abreast of recent crypto tax changes 






October 23
3:00 pm - 5:00 pm
2 Credits


Credit Hours
Max Registrations
Course Type
Live Video Conference
Course Level