Crypto Currency and Digital Assets
San Diego Chapter Virtual Meeting

Date/Time:

Thursday, June 15, 2023
4:00 to 6:00 PM

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 

Topic:

The IRS has a question right under the taxpayer's name and address is a question about Digital Assets. The placement of the question certainly informs us of the importance of this topic. We will go over what a tax professional needs to know about cryptocurrency and digital assets so your clients' tax returns will be compliant.

Presenter:

Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP
Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA.

Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics.

Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco. 

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01831-23-O
CTEC: 1000-CE-5257

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Member Registration Fee: $20
Non-Member Registration Fee: $50

Final date to register: June 14, 2023 at midnight

Cancellation and Refund Policy for Webinar Purchase: 
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.