Taxation of Cryptocurrency and Digital Assets: Part 1

Format: Microcourse
Track: Investments, Tax & Regulation
Premier CE: 1 Tax & Regulation credit for CIMA®, CPWA®, and RMA® certifications
CFP CE: 1 credit (uploaded on your behalf)
Cost: $100, or discounted with Signature or Elite benefits  

This microcourse provides a comprehensive review of how digital assets are taxed using practical knowledge in an easy to follow and useful framework. 

Read the full description below.


REGISTRATION & FEES (USD)
$100
$75 with Signature benefits
Complimentary with Elite benefits

Register   
 

What is an Investments & Wealth Institute Microcourse?

 
  • It’s immediately applicable – we’ve scaled the information to the “need-to-know, now.” Use the information as soon as you close your browser.
  • It’s easily digestible – interactive in nature, the combination of text, video, graphics, charts, and knowledge check questions keeps you engaged while maximizing retention.
  • It qualifies for 1 CE credit – we know we’re pushing the definition of “micro”, but some of us need continuing education (CE) credit. Each microcourse qualifies for 1 Premier CE credit for CIMA®, CPWA®, and RMA® certifications and 1 CE credit for CFP Board® (pending approval).

CONTINUING EDUCATION

Learners must complete all lessons, pass a quiz with a score of 70% or higher, and take the survey to earn continuing education (CE) credit. The following entities have accepted it for CE credit:

Investments & Wealth Institute®

  • 1 hour of Tax & Regulation CE credit for CIMA®, CPWA®, and RMA® certifications
  • Audit-proof, Premier CE
  • Automatically uploaded to your certification record(s) upon completion (may take up to 24 hours to be reflected)
CFP Board®
 
  • 1 hour of CFP® CE credit for CFP® Board 
  • Uploaded to your CFP® Board record on your behalf, within 2 weeks of completion
EXPIRATION

One year from the date you register.

ACCESS INSTRUCTIONS

Upon successful registration, learners will receive two emails: one including a transactional receipt and a second including navigation instructions for accessing the content. Access instructions are also included below:

  1. Log in to the Investments & Wealth Institute website, and click "Dashboard" in the upper right corner.
  2. From the Dashboard, click the "My Online Learning Center" link in the left navigation.
  3. Once re-directed to the Online Learning Center platform, your content is located under the heading My Courses on the main page. Alternatively, you can find it in the My Learning tab across the top navigation.

Please monitor your inbox and spam folders for these communications or contact the education department at education@i-w.org for assistance.

Taxation of Cryptocurrency and Digital Assets: Part 1


This microcourse provides a comprehensive review of how digital assets are taxed using practical knowledge in an easy to follow and useful framework. Presented in two parts, this module will provide tools and planning opportunities for both personal tax needs and as well as for financial planners working with clients.

Program Learning Objectives 

  • Compare and contrast how digital assets are acquired through purchasing, receiving, earning and mining.
  • Describe how digital asset loans work and how they are taxed.



Strategic Partner





 



Course Contributor


 

Marcia


René Chaze, CPA, MS Tax
René Chaze is an advisor to DACFP on impactful issues related to digital assets.  René was a Partner with Ernst & Young, advising technology clients for 20 years on various tax policy, strategy and structuring matters.  He then was with Edelman Financial for 6 years, serving as CFO, COO, Head of M&A and in other executive leadership roles.  Currently as a Partner with Tiny Orange Capital, he works with emerging and leading companies and funds in the digital assets, blockchain and technology fields.



 


Group Sales

This course can be customized and registration discounts are available for large groups. For information on group pricing, please contact our sales team:

Lara Davies | U.S., East
Email: ldavies@i-w.org
Phone: 303-850-3081

Kelly Gormley | U.S., West and Mid-West 
Email: kgormley@i-w.org
Phone: 303-619-2977

Asif Nasim | Outside Continental U.S.
Email: ansim@i-w.org
Phone: 416-455-6569