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:
  • 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

Additional Information

Intended Audience: Managers, business owners, investors, and anyone else wanting to learn more about virtual currencies.
Prerequisite(s): None
Advanced Prep: None
Program Level Knowledge: Basic



Administrative Policies

Additional information on our administrative policies, including our cancellation policy, can be found here.


November 14, 2023


2:00 pm - 4:00 pm