Preparing Crypto Clients for Tax Planning & Year End Compliance
1h 2m CPD time
Difficulty: Intermediate
You’re in the right place. New look, same Tax Nuggets.
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