IRS Perspectives on Digital Assets 1 Credit
What We Know So Far
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As the digital asset landscape continues evolving, the IRS will likely refine its perspectives and guidelines further. With advancements such as decentralized finance (DeFi) and the emergence of new types of digital assets, regulatory clarity and compliance will remain key focal points for both taxpayers and regulatory agencies.
This comprehensive course, tailored specifically for tax and accounting professionals, offers a deep dive into the IRS's current and evolving stance on digital assets. With the landscape of digital currency and blockchain technology rapidly changing, understanding the IRS's classification, taxable events, and reporting requirements is not just crucial for ensuring compliance, but also for your professional growth and ability to advise clients effectively.
Participants will not only gain insights into the key classifications of digital assets as property for tax purposes, but also learn how to apply this knowledge in real-world scenarios. They will explore the taxable and nontaxable events in the ecosystem of cryptocurrencies, NFTs, and other blockchain-based assets, equipping them with the tools to navigate this complex landscape. The webinar will cover critical IRS guidance documents and rulings, including Notice 2014-21, Rev. Rulings 2019-24 & 2023-14, and Notice 2023-27, as well as the implications of recent and proposed crypto-related legislation.
Major topics covered-
Join this CE Course led by seasoned CPA Phil Gaudiano, offering expert insights on navigating the tax implications of digital assets for professional growth and client advisory excellence.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02010-24-S) | 1 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02010-24-S) | 1 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1601) | 1 CE | Approved |
| Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 332309) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02010-24-S) | 1 CE | Approved |
| Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02010-24-S) | 1 CE | Eligible |
| Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02010-24-S) | 1 CE | Approved |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02010-24-O) | 1 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02010-24-O) | 1 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1601) | 1 CE | Approved |
| Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 332309) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02010-24-O) | 1 CE | Approved |
| Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02010-24-O) | 1 CE | Eligible |
| Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02010-24-O) | 1 CE | Approved |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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.
Looking to fulfill your Enrolled Agent (EA) Continuing Education (CE) requirements? MY-CPE online Enrolled Agent CE courses are the best for you. Earn EA CE Credits while enhancing your domain knowledge and expertise in diverse tax regulations and practices. Our courses are designed to provide you with the latest updates and deep insights to keep you ahead in your field. With flexible scheduling and a user-friendly platform, MY-CPE offers you a greater convenient and interactive learning experience. Join MY-CPE today and take the next step in advancing your career as an Enrolled Agent.Â
CryptoCFOs is the premier community dedicated to professionals in the Web3 finance sector, including accountants, tax professionals, CFOs, CPAs, bookkeepers, auditors, attorneys, enrolled agents, business students, Web3 executives, and investors.
Our mission is clear: to demystify the complexities of crypto taxation and accounting. We offer expert guidance to simplify crypto tax and accounting, providing members with exclusive access to valuable resources, educational content, networking opportunities, and the latest insights into crypto, NFTs, Web3, and blockchain.
Through NASBA-approved CPE courses, on-demand video tutorials, live expert discussions, and a rich library of resources, we empower our community with the knowledge and tools needed to navigate the dynamic landscape of digital assets confidently.
We are proud to foster an environment that celebrates choice and collaboration. Embracing a diverse ecosystem of partners allows our community members to explore a variety of tools and resources, ensuring they find the best fit for their unique needs.
Our goal is to empower you with options, not limitations, enhancing your journey in the Web3 finance landscape. In this pivotal moment for Web3 finance, the opportunity for tax and accounting professionals is unparalleled.
With a rapidly expanding market, the increasing acceptance and adoption of cryptocurrencies, and the evolving regulatory landscape, the need for specialized knowledge in crypto tax preparation and accounting has never been greater.
At CryptoCFOs, we equip our members to capitalize on these trends, offering a platform that encourages learning, exploration, as well as the support and perspective of professionals on a global level.
Phil Gaudiano is a seasoned Certified Public Accountant (CPA) with over a decade of expertise in tax advisory and financial accounting. As a co-founder and the Chief Financial Officer of Polygon Advisory Group, Phil specializes in cryptocurrency and small business taxation. His firm is renowned for providing tailored and reliable tax solutions to both individuals and businesses engaged in the dynamic crypto space.
Phil’s dedication extends beyond traditional tax compliance; he is deeply involved in optimizing tax strategies, financial planning, and ensuring that his clients are well-informed about the latest tax regulations and best practices. He actively contributes to the body of knowledge surrounding crypto taxation by writing extensively on the subject. His articles help educate both clients and the broader public on critical tax issues, fostering financial literacy and promoting best practices across the industry.
Moreover, Phil is recognized as a trusted thought leader within the CryptoCFOs community. His passion for financial literacy, crypto innovation, and the empowerment of small businesses is evident in his proactive approach to client service and community engagement. Phil is committed to supporting the financial success of his clients and the broader community, making him a pivotal resource for anyone navigating the complexities of cryptocurrency taxation and small business finance.
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
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After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
JT
I recently completed the IRS Perspectives on Digital Assets course and found it to be an incredibly informative and engaging learning experience. The course did an excellent job of breaking down complex topics related to digital asset taxation, making them accessible to participants with varying levels of expertise. The content was well-structured, covering everything from foundational concepts like the classification of digital assets to more advanced topics, such as tax implications of staking rewards, wash sale rules, and reporting requirements for brokers under recent legislative updates. Each module was enriched with real-world examples and practical scenarios, which helped to clarify how the IRS applies existing tax rules to digital assets. What stood out most was the depth of insights provided regarding upcoming regulations and guidance, such as the IRS’s position on NFTs and proposed amendments to wash sale rules. This forward-looking perspective was invaluable for anyone looking to stay ahead in the evolving digital asset space. The course delivery was equally impressive, with user-friendly materials, clear visuals, and knowledgeable instructors who ensured participants could grasp even the most technical concepts. Additionally, the interactive elements, such as quizzes and case studies, reinforced learning and made the experience highly engaging. Overall, the IRS Perspectives on Digital Assets course is a must-attend for tax professionals, financial advisors, and anyone navigating the complexities of digital asset taxation. It provides the tools and knowledge needed to confidently manage and report digital asset transactions while staying compliant with IRS guidelines. I highly recommend it!
EH
Very topical material and I provided me with knowledge to directly help my clients. Please continue more crypto classes that stay on top of latest developments.
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