Cryptocurrency: What You Need to Know to Properly Advise Clients

Description

Trust in digital assets relies on knowledge

Join this webcast to learn about:
– Decentralized Finance (DeFi)
– Non-fungible tokens (NFTs)
– Metaverse
– Web3
– Decentralized Autonomous Organizations (DAOs)

Plus, you’ll have an opportunity to test your knowledge with real-world case studies.

Learning Objectives

* Recognize the latest movements in the world of cryptocurrency.
-* Identify tax planning Strategies and common issues.
-* Determine the pros and cons of owning digital assets.
-* Identify how you could get clients exposure to digital assets.
-* Apply learning through Real-* world case studies.

Major Topics

* the basics of cryptocurrency
* cryptocurrency trends
* Advising clients on digital asset ownership
* tax planning Strategies

Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Pracitioner
Pracitioners
Industry
BLI Leadership
Tax
Taxation
CPE Field of Study
Specialized Knowledge
2
Who Should Attend

* tax professionals serving individual clients
-* CPAs and Professional financial planners
– practitioners who provide tax, retirement, estate, investment, and/* or risk management planning services
-* Accountants interested in New markets
-* finance professionals interested in cryptocurrency

Instructor(s)
Ryan Firth
Prerequisites

Basic knowledge of tax and investment planning

Advanced Preparation

None

Location
Online – AICPA Platform
Event Information
When
Apr 26, 2022
1:00 pm - 3:00 pm EDT
Location
Online – AICPA Platform
Total CPE Credits
2
Format
Webcast Replay

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Cryptocurrency: What You Need to Know to Properly Advise Clients


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