On-Demand: Tax Summit - Digital Assets 101
Course Description
An introduction to digital asset taxation, covering the basics on blockchain and cryptocurrency and how to report common crypto situations. We will cover IRS guidance to date and discuss options on how to treat situations not covered by guidance. This class will help you guide the average taxpayer through the most frequent tax situations. We will also discuss tools that can be used to help simplify the process.
Learning Objectives
- Identify what cryptocurrency is and how it functions.
- Review current IRS guidance and substantial authority.
- Identify transactions most likely to be encountered by the taxpayer.
- Interpret your specific client situations and apply IRS guidance accordingly
Presenters
Matthew Metras, EA
Matt Metras, EA is the owner of MDM Financial Services in Irondequoit, NY. He has been practicing since 2003 and specializes in bookkeeping and taxation for cryptocurrency clients. He is a frequent guest on the Bitcoin Taxes podcast. He has instructed on Cryptocurrency Taxation for the National Association of Enrolled Agents, The American Institute of Certified Tax Planners and many other organizations and is a contributing writer for thinkoutsidethetaxbox.com. Matt serves on NAEA's Governmental Relations Committee and Diversity, Equity and Inclusion Task Force. Additionally, he is an administrator of the “Bitcoin & Cryptocurrency Tax Info” Facebook group and a moderator of the r/cryptotaxation subreddit. Matt is also a passionate community advocate and serves on his local Board of Education.
Matt Metras, EA is the owner of MDM Financial Services in Irondequoit, NY. He has been practicing since 2003 and specializes in bookkeeping and taxation for cryptocurrency clients. He is a frequent guest on the Bitcoin Taxes podcast. He has instructed on Cryptocurrency Taxation for the National Association of Enrolled Agents, The American Institute of Certified Tax Planners and many other organizations and is a contributing writer for thinkoutsidethetaxbox.com. Matt serves on NAEA's Governmental Relations Committee and Diversity, Equity and Inclusion Task Force. Additionally, he is an administrator of the “Bitcoin & Cryptocurrency Tax Info” Facebook group and a moderator of the r/cryptotaxation subreddit. Matt is also a passionate community advocate and serves on his local Board of Education.
Continuing Education
This course qualifies for IRS and CTEC Continuing Education Hours. NAEA reports IRS/CTEC CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at
education@naea.org. IRS Requirements for live webinars require at least 50 minutes per hour of attendance and answering 3 out of the 4 polling questions. For on-demand, you must watch the full video, answer the knowledge check, and pass the assessment with a score of 70% or above. No partial CE is offered.
Webinar Refund Policy
To request a refund, contact the NAEA education team via email at
education@naea.org. An NAEA education team member will review the request for a refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand will not be refunded.