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Digital Assets Under IRS Scrutiny: Tax Compliance & Estate Planning Strategies

  • 01:00 PM ET | 12:00 PM CT | 10:00 AM PT | Duration: 120 Minutes | Live
  • Credit: IRS Credits: 2.0 | NASBA Credits: 2.0| Product Code: WEB00491
Contact Person Warren M Bergstein
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Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar

The IRS and U.S. Treasury have released final digital asset tax reporting regulations, confirming that digital assets are treated as property for federal tax purposes and that taxpayers must accurately report all digital asset activity on their tax returns. Despite this guidance, unresolved issues related to valuation, transaction tracking, and reporting continue to create uncertainty for both taxpayers and their advisors.

As crypto assets become increasingly common in personal and professional use, this course addresses ongoing compliance challenges, reporting ambiguities, and common client issues. Participants will gain a clearer understanding of digital asset transactions and practical, actionable guidance to help navigate this fast-moving and complex tax landscape with confidence.

Learning Objectives:

  • Regulatory Updates: The latest on regulations, Executive Orders, and the current state of the rules.
  • Industry Focus: Where the industry has concentrated its efforts and the progress made.
  • Global Requirements: An overview of international standards and compliance.
  • Future Expectations: Closing thoughts on the evolving nature of digital asset reporting.
  • Understanding the Role: What is expected from a crypto tax technician in today’s landscape.

Session Highlights:

  • Taxation of crypto assets
  • Understanding the New Digital Asset Broker Reporting Rules
  • How does the federal tax code treat digital assets?
  • Federal taxation vs. international taxation of digital assets
  • State taxation vs. federal taxation of digital assets
  • Identify IRS guidance on digital assets as well as open issues and how to deal with them
  • Evaluate the impact of Form 1099-DA and other compliance obligations.
  • IRS reporting requirements, including Form 1040 disclosures
  • Explain the tax treatment of mining, staking, hard forks, and losses
  • Describe questions to ask clients who invest in digital assets to best ensure they are following proper tax compliance
  • Identify legislative proposals on taxation of digital assets and why offered

Credits and Other Information:

  • Recommended CPE credit – 2.0
  • Recommended field of study – Taxes
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • NASBA Sponsor: 146439
  • IRS Course ID: PJGWS
  • Attendance Requirement:  Yes
  • Session Duration: 2 Hours
    • Case Studies and Live Q&A session with speaker
    • PowerPoint presentation for reference
Who Should Attend:
  • CPAs and Enrolled Agents
  • Tax Attorneys and Legal Professionals
  • Compliance Officers
  • Financial Advisors
  • Business Owners and Executives
  • Anyone involved in IRS compliance or dispute resolution
Coder Archives is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
 
Speaker Profile:
Warren M Bergstein: More than forty years of practice in tax planning, estate and trust administration and planning, personal financial planning and accounting have given Warren an extraordinarily deep understanding of taxation and personal finance. At his firm, Adelman, Katz & Mond LLP, his clients, who include primarily high net worth individuals, entrepreneurs and sole proprietors, benefit from his expertise in tax law, its applications and implications for individuals. Warren is an adjunct professor of accounting and taxation at Long Island University, New Jersey City University, and Rutgers. He has spoken at the Institute of Management Accountants, both the New York and Long Island chapters of the Financial Planning Association, the New York State Society of CPAs, New York University, and others.
 
IRS Credits
NASBA Credits
1. Are your providing Online Continuing Education Credits?

We are approved to provide CPE/CE credits to Tax Professionals

  • IRS
  • NASBA
2. When are the continuing education credits reported to the IRS, HRCI, NASBA and other regulatory bodies ?

We reports the educational credits to the respective licensing/regulatory bodies in 5 business days.

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  • If you’ve forgotten your password, please go to the login page and click on the ‘Forgot Password.’ Then enter your registered email id to receive the password reset email. Click on the link given in the email to enter your new password.
  • If the face any challenge, please reach out to us via email support@pro2learn.com or contact our support team through live chat support. Our support line is 1-937-865-8027.Our support team is available Monday to Friday from 09:00 AM – 06:00 PM EST/EDT
4. How can I view /access the courses that I have registered for?

When you register for any of our webinars/product, you receive will the instruction 24 hours prior to the conference. Also, the instructions are avilable in your account under ‘My Webinars’ section.

5. How can I cancel my registration?

You can cancel your registration to by email at support@pro2learn.com.  If you cancel your registration for the paid webinar, the amount shall be credited back in your payment method within 7 business days.

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The conference materials are available 4 hours prior to the webinar. You can download it from the webinar page or by logging to your account.

7. What are the system requirements to attend a live webinar?

Our seamlessly integrated with ZOOM, WebX and, Goto for delivering continuing education webinars. The system requirements are :

  • An internet connection – broadband wired or wireless
  • Speakers and a microphone – built-in, USB plug-in, or wireless Bluetooth
8. What are CPE Package Courses?

Our package courses are the bundles of various continuing education courses which have been specially designed to meet your continuing education requirements for a particular Qualification.

9. What is web download and transcript?
  • The web download is the recording of the webinar. You will receive a link to download and save the webinar on your computer and watch it anytime and multiple times.
  • The transcript is the detailed written material presented during the webinar.
10. What is an On demand session?

On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.

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To access a course that you have already purchased, all you must have to create/log in to your account. Click on the "Log In" button in the top right of the screen. Once you are logged in, you will have immediate access to all your purchased CPE courses, packages and other self-service or you can write on support@pro2learn.com.

12. I took a webinar, where is my certificate?

We will email your certificate within 3 working days of the end of the webinar, or you can login your account at www.pro2learn.com. If you don’t receive the email within 3 working days of the end of the webinar, check your spam/junk folder. If it’s not there, we recommend that you send us an email at support@pro2learn.com or connect over the online chatroom.

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