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CSTC Wednesday Webinar Series - Digital Assets: Practical Applications
Wednesday, September 18, 2024, 10:00 AM - 12:00 PM PDT
Category: Wednesday Webinar Series

 

Digital Assets: Practical Applications
10:00 AM to 12:00 PM PST
Cost: Member: $40 / Non-Member: $70
Wednesday, September 18, 2024

Presenter(s): Matt Metras, EA
2 Federal Tax Law hours (Topics covering existing tax law)
IRS: 18QC1-T-02023-24-O
CTEC: 1000-CE-5479
Knowledge Level: Basic (No prior knowledge expected)

Location:

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

Description: 

A practical investigation into how to properly report cryptocurrency transactions for taxpayers that don't have 3rd party information returns, as well as those that do. We will review general digital asset taxation and guidance and then apply that knowledge in an interactive exercise. We will take a group of raw crypto transactions, identify the taxable events and reportable income and populate a 1040 with them. We will utilize crypto tax software to create a completed 8949 from source documents.

Learning Objectives:

  • Review general cryptocurrency taxation
  • Be able to identify and categorize raw transactions.
  • Be able to evaluate positions with unclear guidance.
  • Be able to produce a completed 1040 from raw crypto data.

Presenter:

Matt Metras, EA, MDM Financial Services
Matt Metras, EA, is the founder of MDM Financial Services in Irondequoit, NY and specializes in boutique accounting services, with an intense focus on taxation for cryptocurrency clients. Matt’s a frequent guest on the Bitcoin Taxes podcast, and has been a featured speaker at several national and state conferences, including the National Association of Enrolled Agents, the National Association of Tax Professionals, The American Institute of Certified Tax Planners, and many other organizations. Additionally, he is a contributing writer for thinkoutsidethetaxbox.com. Matt is a founding member of the Blockchain Accountants Association, an administrator of the "Bitcoin & Cryptocurrency Tax Info" Facebook group, and a moderator of the r/cryptotaxation subreddit. A passionate community advocate, Matt serves as the President of his local Board of Education. When not knee-deep in taxes, he and his family enjoy adventuring around the world and playing board games.

Cancellation and Refund Policy:
Written webinar 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.

CSTC has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org. 

Contact: [email protected] or 949-715-4192