Virtual
Wealth Wednesday: Mastering Crypto Taxation 2025
Date: Sept. 17, 2025
Time: 12 – 1 p.m. PT
Member
$29.00
Nonmember
$39.00
Members, log in to access your discount.
Overview
Join the CalCPA Personal & Financial Planning Committee and guest speaker Julian Preciado, Founder of CountDigital to discuss practical guidance on navigating the rapidly evolving world of cryptocurrency taxation. Using real-world examples, attendees will learn how to recognize crypto tax issues, reconcile digital asset transactions, and apply tax optimization strategies for their clients. The session equips CPAs to better serve clients already active in crypto markets, ensuring accurate crypto reporting, tax optimization, and IRS compliance.
This course will award CPE (as earned). If you’d like to register for the FREE version with no CPE, please select this course: Wealth Wednesday: Mastering Crypto Taxation 2025 (no cpe)
Product Code
1000004321-134416
Credit Type
CPE: 1CPE-Technical: 1Intended Audience
CPAs and other financial professionals involved in estate planning.
NASBA Field of Study
Taxes
Level of Difficulty
Overview
Prerequisites
None.
Advance Preparation
None
Learning Objectives
Major Subjects
- Why CPAs should care about crypto now?
- Cost basis methods (FIFO vs. Spec ID, HIFO, Optimized HIFO)
- Taxable vs. non-taxable events in crypto
- IRS treatment of different crypto transactions
- Reconciliation challenges: missing data, wallet transfers, complex DeFi transactions
- Using a crypto tax software
Faculty
Additional Details
This course will be presented through Zoom, and the link will be available in your confirmation email. CPE will be awarded based on standard checkpoint criteria.