Menu

Surgent's Max the Tax: Crypto Craze

Overview

Participants must use their expertise to assist a new client who just received Letter 6173 from the IRS. The client didn’t share any crypto-related transactions or events with the tax accountant who filed the original return. It's up to the participants to meet with the client and uncover details of the activities so an accurate, amended tax return can be completed. They must carefully ask questions to get all the relevant information, determine the proper changes to taxable income, and submit the documentation correctly to avoid an IRS response and losing the new client.     

Prerequisites

None

Objectives

  • Understand the basics of cryptocurrency
  • Identify cryptocurrency-related issues that clients may face

Highlights

  • Introduction to cryptocurrency and key terms
  • Chronology of cryptocurrency
  • Virtual currency taxation
  • Information on any updated guidance

Register Now

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:

MTT50301

1 CPE Credits
Tax: 1 Credits

Registration

Member Price:
$49
Non-member Price:
$69