Crypto Tax Planning – Beyond the Basics & What Practitioners Need to Know Going Forward

Offered By:


Dr. Sean Stein Smith CPA, CGMA

Transformation Area:

Accounting Transformation
Tax Transformation

Field of Study:

Taxes - T

CPE Credits

2 Hour(s) - CPE Credit(s)


2 Hour(s)




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 cryptoassets. Even with price volatility and regulatory ambiguity, there are tax factors that practitioners need to be aware of as usage and adoption of crypto continues to increase. Focused on practical applications and examples around both basic and more advanced crypto tax planning, attendees will leave with actionable business intelligence with which to advise current and future clients. In addition to these practitioner focused insights, pending legislation and possible future tax changes will be put forward and discussed. At the end of the session, resources will be provided for those in attendance looking to learn more.


After attending this session, participants will be able to:
  • Describe and explain the current state of the cryptoasset landscape, and tax marketplace
  • Document and analyze tax regulations, as well as potential future tax changes that are being debated
  • Outline and articulate how various cryptoassets are classified and treated from a tax planning perspective
  • Advise clients and colleagues as to some practical ways and methods to and account for, and plan, crypto taxes
  • Inform colleagues and clients where are some of the best places to learn more, obtain more information, and stay abreast of recent crypto tax changes

Book Event

Session Cost $100
Available Registration: 100
The Session Cost ticket is sold out. You can try another ticket or another date.


June 6, 2024


1:00 pm - 3:00 pm