Preparing Crypto Clients for Tax Planning & Year End Compliance

Cover all your bases when it comes to tax time for crypto clients, such as information requests, software, tips, traps & more!

In this session, we cover:

• Disastrous scenarios that clients face

  • Staking Rewards > Price Correction

  • Realised Gains > Price Correction

• How can we help clients?

• Crypto Tax Planning Process Walkthrough

  • Sync all client data

  • Review client activity

  • Select the clients that need attention

  • Clean the data - Categorise & reconcile transactions

  • Review tax loss harvesting options and discuss with client

• Benefits for the client

• Benefits for your firm

Date recorded: 4 June 2025