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Live Webcast Replay

2024 Crypto, Blockchain and Taxes


Total Credits: 2 including 1 Information Technology - Technical, 1 Taxes - Technical

Average Rating:
   6
Categories:
ACPEN Industry Institute |  Tax |  Technology
Speakers:
Arthur Werner |  Steven M. Yoss, Jr., CPA
Course Levels:
Basic
Duration:
2 Hours

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

For accounting and tax professionals, understanding the inner workings of blockchain and cryptocurrency is no longer just an advantage—it’s a necessity. This course provides an in-depth look into the mechanics of digital currencies and revolutionary blockchain technology, equipping attendees with the knowledge to navigate benefits and risks effectively. Special emphasis is placed on the tax implications for both individuals and estates, ensuring that attendees can confidently advise on these issues, which are becoming increasingly relevant in financial planning and asset management.

This offering is more than just a learning experience; it’s an investment in one’s professional growth. By understanding the tax complexities and estate planning challenges posed by digital assets, participants will be able to offer valuable insights and strategic solutions. They will emerge from this course not just with theoretical knowledge but with actionable skills that can be applied immediately. In a landscape where digital assets are becoming commonplace, this is the education that will differentiate the exceptional from the average. Join today and step into a role as a leader in finance for the digital age.

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.

Basic Course Information

Learning Objectives
  • Identify key characteristics and functions of major cryptocurrencies currently in use
  • Explain the influence of blockchain technology on today’s business environment and accounting practices
  • Assess the organizational impact of blockchain and cryptocurrency, focusing on tax and accounting issues
  • Apply strategies to calculate and track the historical cost and fair market value of cryptocurrency investments
  • Implement tax planning techniques for cryptocurrency transactions to optimize personal tax liabilities
  • Design estate plans that effectively incorporate cryptocurrency and NFT holdings for clients

Major Subjects
  • Understanding Blockchain and Cryptocurrency
  • Major Features, Benefits and Risks of Blockchain and Cryptocurrency
  • Tax Strategies for Cryptocurrency Transactions and Compliance
  • Implementing Blockchain in Business Accounting Systems
  • Navigating Estate Planning with Digital Assets

Course Materials

Speaker

Arthur Werner's Profile

Arthur Werner Related Seminars and Products

Werner-Rocca Seminars, Ltd.


Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.  In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.  Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.


Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.


Steven M. Yoss, Jr., CPA's Profile

Steven M. Yoss, Jr., CPA Related Seminars and Products

Associate

K2 Enterprises


Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, the senior technology strategist and partner of Devmatics, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions.

At age 10, Stephen began working with technology; he started his first IT company at just 13, which focused on designing web applications for local businesses. At 15, he began writing original computer code and has been designing and implementing technological solutions continuously since then.

Stephen is a graduate of Loyola Marymount University, with degrees in Accountancy and International Business. While at Loyola, he served the campus as student body president and as the student representative to the Board of Trustees. He has a Master’s of Science degree in Information Systems and Technology from Claremont Graduate University with a concentration in Geographic Information Systems.

In 2017, Stephen formed Devmatics, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.

Prior to starting Devmatics, Stephen worked as an accountant in his family’s practice, Yoss & Allen. At Yoss & Allen, he completely redesigned the firm’s technology practices and instituted a technological infrastructure to streamline the firm’s practices and allow them strategic flexibility. Many of the technologies, strategies, and concepts that Stephen uses himself (and consults companies on how to use) were designed, perfected, and implemented to help his family’s business and their clients. In addition to his time with Yoss & Allen, Stephen worked in New Zealand as a management accountant.

Since 2009, Stephen has also been teaching continuing professional education, providing written, webcast, in-house, and live instruction. He has presented to thousands of practitioners worldwide on topics such as cloud computing, mobile technology, Excel tips and best practices, data modeling and analysis, big data, information security, identity theft prevention, and more.

Stephen is also a professionally licensed pyrotechnician and works on major fireworks displays throughout the nation for Pyro Spectaculars, North America’s largest full-service fireworks display production company. He’s proud to have helped produce incredible displays, including the Macy’s July 4th Spectacular in New York City, the 75th Anniversary of the Golden Gate Bridge in San Francisco, KGB Skyshow in San Diego, and many more.

Whether it’s teaching in the classroom, consulting clients in a boardroom, or shooting a fireworks display, Stephen brings passion, hard work, value—and above all else—technological expertise to each of his clients. With an open, honest approach, he creates a unique strategy for each client specifically designed to benefit their needs and streamline their operations in order to create efficiency and maximize their financial potential.

Stephen calls Big Bear Lake, CA, home; when he’s not at the desk, in a boardroom, at the podium, or producing a fireworks display, he spends as much time as he can pursuing his other passions. He is an avid music lover and attends multiple festivals each year. At the Burning Man, Stephen helps setup and produce pyrotechnic displays for the city. In Big Bear Lake, he regularly volunteers his time to perform various community services. He’s also an avid outdoorsman and regularly carves out time to scuba dive, camp, hike, and photograph both close to home with family and friends and on his many travels.


Dates

Mon, Nov 18, 2024 - 03:00pm to 04:46pm CST
Fri, Dec 06, 2024 - 09:00am to 10:46am CST
Thu, Dec 12, 2024 - 06:00pm to 07:46pm CST
Sat, Dec 21, 2024 - 01:00pm to 02:46pm CST
Thu, Jan 02, 2025 - 03:00pm to 04:46pm CST
Thu, Jan 23, 2025 - 09:00am to 10:46am CST
Sat, Feb 08, 2025 - 11:00am to 12:46pm CST
Thu, Feb 27, 2025 - 01:00pm to 02:46pm CST
Thu, Mar 13, 2025 - 03:00pm to 04:46pm CDT
Wed, Mar 26, 2025 - 09:00am to 10:46am CDT
Thu, Apr 03, 2025 - 11:00am to 12:46pm CDT
Fri, Apr 18, 2025 - 01:00pm to 02:46pm CDT
Thu, May 15, 2025 - 06:00pm to 07:46pm CDT
Sat, Jun 07, 2025 - 11:00am to 12:46pm CDT
Mon, Jun 16, 2025 - 01:00pm to 02:46pm CDT
Mon, Jun 23, 2025 - 03:00pm to 04:46pm CDT
Fri, May 29, 2026 - 09:00am to 10:46am CDT

Additional Info

Basic Course Information

Prerequisites

None


Advanced Preparation None
Designed For

CPAs, EAs, attorneys, and other tax professionals


Original Recording Date 5/2024
Course Developer Werner-Rocca Seminars
Date Added to Catalog 02/22/2024
Yellow Book No

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. 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


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Promo Video

Reviews

5
4
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1

Overall:      4.5

Total Reviews: 6

Comments

Edward J - Monroe, Louisiana

"Great job by Art!"