Surgent's Virtual Currency: Keeping Up with the Tax Code
Online
2.00 Credits
Member Price $99.00
Non-Member Price $134.00
Overview
Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation. This course takes a look at recent changes to tax law from a practitioner perspective. In this session, we will explore the nuances of virtual currency and the new Form 8300 reporting requirements.
Objectives
- Understand which virtual currency transactions result in gains and losses for the taxpayer
- Recognize the difference in tax treatment between a hard fork and a soft fork
- Identify situations where a taxpayer needs to file Form 8300
Highlights
- Overview of virtual currency
- Property transactions with virtual currency
- Receiving virtual currency as payment
- Paying using virtual currency
- Charitable donations with virtual currency
- Gifting of virtual currency
- Form 8300 reporting
Designed For
Accounting and finance professionals who advise on business income tax issues
Prerequisites
None
Preparation
None
Notice
To access this program, log into your CTCPA account at https://www.ctcpas.org/my-cpe/upcoming and click on the orange "Launch Event" button.
Leader(s):
Leader Bios
David Peters, Peters Professional Education LLC
David R. Peters, CPA, CFP, CPCU, MST, MBA
David Peters is the Founder and Owner of David Peters Financial Group and Peters Tax Preparation & Consulting, PC. David has over sixteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry.
David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years. Currently, David is a National Instructor for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four master’s degrees, and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. David was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.
Non-Member Price $134.00
Member Price $99.00