Duration: 120 Minutes

Description:

This session will delve into the tax planning and strategy considerations that arise as clients and colleagues increasingly engage with bitcoin and other crypto assets. Despite price volatility and regulatory uncertainty, there are key tax factors that practitioners must understand as the adoption of crypto continues to grow. With a focus on both basic and advanced crypto tax planning, attendees will gain actionable insights to effectively advise current and future clients.

In addition to practical applications and examples, the session will cover pending legislation and potential tax changes on the horizon. Attendees will leave with resources to deepen their understanding and stay informed about evolving crypto tax regulations.

Learning Objectives:

• Understand the current state of the crypto asset landscape and the tax marketplace.
• Recognize and assess existing tax regulations and anticipate possible future tax changes.
• Understand how various crypto assets are classified and treated from a tax planning perspective.
• Learn practical strategies for advising clients and colleagues on how to account for and plan crypto taxes.
• Discover the best resources for staying informed about recent developments in crypto tax laws and regulations.

About Our Speaker

Sean Stein Smith  Sean is an assistant professor at the City University of New York – Lehman College. He serves on the Advisory Board of the Wall Street Blockchain Alliance, where he chairs the Accounting Working Group. Sean sits on the Advisory Board of Gilded and is a strategic advisor to the Central Bank Digital Currency Think Tank. Sean also serves as an Advisor to Crescent City Capital, a cryptoasset investment fund.

Sean is a widely recognized expert in the areas of blockchain and cryptoassets, especially as they connect to accounting and financial services. His thought leadership is sought after by academic and industry organizations, and includes his efforts to develop and teach the first ever courses focusing on blockchain and crypto at Lehman College beginning in 202