Skip to main content
Not Found
Live Webcast Replay

The Tax Aspects of Cryptocurrency


Total Credits: 2 including 2 Taxes - Technical

Average Rating:
   129
Category:
ACPEN Tax Institute |  IRS Approved |  Tax
Faculty:
Arthur Werner |  Shelli Huston, CPA, MS
Course Levels:
Basic
Duration:
2 Hours
License:
Access for 30 day(s) after program date.

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


Description

Cryptocurrency can be a very confusing issue for a client in both compliance and in planning.  This course will assist the practitioner in understanding the tax aspects of cryptocurrency from a Federal compliance standpoint.

**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 leighanne.conroy@acpen.com.

 

 

Basic Course Information

Major Subjects
  • Introduction to cryptocurrency
  • Understanding the term “blockchain”
  • Various types of cryptocurrency
  • Why cryptocurrency is popular
  • Investment attributes of cryptocurrency
  • Tax aspects of cryptocurrency
  • Position of the Internal Revenue Service
  • Understanding Notice 2014-21 (IRS Virtual Currency Guidance)
  • Understanding Notice 2014-21 FAQs
  • Compliance issues
  • Charitable issues
  • Internal Revenue Service enforcement 

Learning Objectives
  • To provide tax practitioners with an understanding of the tax aspects of cryptocurrency from a Federal compliance standpoint.  

Course Materials

Faculty

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.


Shelli Huston, CPA, MS's Profile

Shelli Huston, CPA, MS Related seminars and products


Shelli Huston, CPA, MS is an Oregon native. She attended Warner Pacific College where she received a Bachelors in Business with an Emphasis in Accounting. After obtaining her CPA's license, she continued on to Golden Gate University where she received her Master's Degree in Taxation.
 
Shelli worked in a small tax firm for many years. In 2006, she opened up her own tax and accounting firm. She has watched her business grow and expand to include teaching and writing. Shelli has over 20 years of experience in personal, business, estate, trust, and gift taxation, as well as QuickBooks and payroll. She enjoys working with clients of all types and small businesses, especially new businesses.
 
Shelli is passionate about the importance of being the best professionals we can be. This profession comes with an inherent integrity that takes work to uphold. Through her participation in education, she is excited to assist in upholding the professionalism of the accounting and tax profession.


Dates

Thu, Jun 30, 2022 - 12:00pm to 01:55pm CDT
Sat, Jul 09, 2022 - 02:00pm to 03:55pm CDT
Thu, Jul 14, 2022 - 09:00am to 10:55am CDT
Fri, Jul 22, 2022 - 10:00am to 11:55am CDT
Fri, Jul 29, 2022 - 12:00pm to 01:55pm CDT
Sat, Aug 06, 2022 - 02:00pm to 03:55pm CDT
Mon, Aug 15, 2022 - 09:00am to 10:55am CDT
Mon, Aug 22, 2022 - 10:00am to 11:55am CDT
Mon, Aug 29, 2022 - 12:00pm to 01:55pm CDT
Thu, Sep 08, 2022 - 02:00pm to 03:55pm CDT
Thu, Sep 15, 2022 - 09:00am to 10:55am CDT
Fri, Sep 23, 2022 - 10:00am to 11:55am CDT
Fri, Sep 30, 2022 - 12:00pm to 01:55pm CDT
Sat, Oct 01, 2022 - 02:00pm to 03:55pm CDT
Fri, Oct 14, 2022 - 09:00am to 10:55am CDT
Thu, Oct 20, 2022 - 10:00am to 11:55am CDT
Mon, Oct 31, 2022 - 12:00pm to 01:55pm CDT
Sat, Nov 05, 2022 - 02:00pm to 03:55pm CDT
Fri, Nov 11, 2022 - 09:00am to 10:55am CST
Wed, Nov 16, 2022 - 10:00am to 11:55am CST
Tue, Nov 22, 2022 - 12:00pm to 01:55pm CST
Wed, Nov 30, 2022 - 02:00pm to 03:55pm CST
Tue, Dec 06, 2022 - 10:00am to 11:55am CST
Sat, Dec 10, 2022 - 12:00pm to 01:55pm CST
Thu, Dec 15, 2022 - 02:00pm to 03:55pm CST
Thu, Dec 22, 2022 - 09:00am to 10:55am CST
Wed, Dec 28, 2022 - 10:00am to 11:55am CST

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Yellow Book No
Course Developer Arthur Werner
Date Added to Catalog 07/13/2021
Original Recording Date 07/15/2021

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
3
2
1

Overall:      129

Total Reviews: 129

Comments

Julie N

"I liked the conversational aspect - having two presenters was nice. I also appreciate the materials being exactly what the presenters were talking about and were kept simple and to the point. It makes it much easier to follow along if I'm not expected to be reading a whole page of material while the presenter is talking about something else."

Luck S

"THANK YOU!"

Brown J

"Good introductory class..."

Barrett W

"Timely and needed. Thx."

Barrett W

"Timely and well presented."

Please wait ...

Back to Top