Cryptocurrency & Crypto Tax Returns
Topic: Cryptocurrency and Crypto Tax
Speaker: Zachary McClure, MBA
About the presentation: This talk will cover the basics of Cryptocurrency, the ecosystem, and various aspects of crypto tax. Zac will give a brief overview of what crypto is. Then he will cover ways that crypto is acquired, and finally, the tax implications of different kinds of activity in crypto markets. There will be ample time for audience questions!
To register for this session, go to www.epcstlouis.org and click the link for the session.
CPA's - CPE Credit Note: In order to be awarded the full credits, you must be responding to three out of the four polling questions asked during the program on ZOOM.
Continuing Education
EPCSTL has requested approval for continuing education in the following areas: CTFA, CLE, CPE, CFP, L&H Insurance
CPE Information for CPAs
The sponsor assures that the program content and program level is appropriate for the intended participants.
Participants will:
Learning Objectives:
Recognize Cryptocurrency terms and definitions, Interpret the differences between taxable and non-taxable cryptocurrency transactions, and Apply tax knowledge to cryptocurrency reporting requirements.
The sponsor assures that the program content and program level is appropriate for the intended participants.
Participants will earn 1 CPE credit.
Field of Study: Specialized Knowledge
Additional Information:
Delivery Method: Group Live/Group Internet Based
Program Level: Basic
Pre-requisite: NONE
Who should attend: This presentation is aimed at lawyers, accountants, trust officers and other estate planning professionals with a background in estate planning topics.
Refunds and Cancellations: All attendees are required to register in advance. If you reserve and are unable to attend, please cancel your reservation at least 24 hours in advance of the meeting to receive a refund or a credit for a future meeting. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 314-520-3564.
Estate Planning Council of St. Louis 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.
National Registry of CPE Sponsors Number 109467
CTFA
CTFA 1.25 CE credit
CFP Learning Objectives
Participants will be able to:
Recognize Cryptocurrency terms and definitions, Interpret the differences between taxable and non-taxable cryptocurrency transactions, and Apply tax knowledge to cryptocurrency reporting requirements.
Bio: Zac McClure, MBA, is an experienced financial accountant, specializing in cryptocurrency tax, international tax filing, corporate financial statements, as well as financial and legal consulting.
He is the author of Cryptocurrency Taxes in the U.S.: The TokenTax guide to all things crypto taxes, as well as numerous articles and webinars on the topic of crypto taxes. He was previously the Director of Strategy at Elsevier. Along with his career as an international financial accountant at JPMorgan, Imprint Capital and Bain, he has worked in more than a half-dozen countries helping different organizations with their financial statements.
His interest in cryptocurrency began while working on social impact investing with a Ripple investment opportunity in 2013. While doing his own crypto taxes, he discovered there were limited crypto tax software and accounting options for individuals and funds. Zac co-founded TokenTax on the principle of bridging the gap between the old and new worlds of finance.
Zac received his MBA with high honors from the University of Pennsylvania Wharton School as a Palmer Scholar. He received his undergraduate degrees in accounting and international business at the University of Southern California, graduating summa cum laude.
