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Veradylogo
Sponsored by
Surprep
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Best Practices in Crypto Tax Reporting and 1040 Workflow Automation

BEST PRACTICES IN CRYPTO TAX REPORTING AND 1040 WORKFLOW AUTOMATION

This webinar was previously titled BEST PRACTICES IN CRYPTO TAX REPORTING AND WORKFLOW AUTOMATION
Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 8, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Virtual currency or crypto tax reporting continues to be a top enforcement priority for the IRS. With the virtual currency question moving to 1040 page 1, firms prepared for the 12 to 21 million taxpayers needing guidance on their crypto activity will gain the most significant share of these high-value clients.

This webinar will look at the challenges crypto tax provides for professionals and best practices for integrating it into existing workflows. We'll show how an end-to-end crypto workflow can be implemented to maintain efficiency, minimize risk, improve the client experience, and automate data entry into tax software.

Learning Objectives:


  • Define an overview of cryptocurrencies and how they are taxed

  • List the information needed from taxpayers

  • Recognize critical considerations in determining taxability and calculating crypto tax

  • Identify how the right technology can save time, automate tax calculations and eliminate the data entry of form 8949 details into your tax software

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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John Wandrisco

Verady
Chief Commercial Officer

Veradylogo

John Wandrisco leads the Tax & Accounting firm operations at Verady and has 20+ years of experience in Tax Technology. In this role, his focus is to help individuals, businesses, and professionals with the tools and technology to integrate crypto into their tax and accounting processes.

John has a BBA in Accounting from the University of Texas, San Antonio. He lives in Flower Mound, Texas, with his wife and two kids, enjoys spending time with his family, various outdoor activities, and traveling in his free time.

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Greg Pope

SurePrep
Vice President of Marketing
gpope@sureprep.com
(949) 863-2500

Surprep

Greg Pope is the Vice President of Marketing for SurePrep, LLC and directs the planning, design, and implementation of all customer-facing marketing programs and assets. Greg champions the SurePrep brand to ensure sales, marketing, and communications reflect the company’s message, positioning, and visual identity. Before joining SurePrep in March of 2008, Greg spent eight years at Wolters Kluwer Tax and Accounting. Greg has more than twenty years of sales and marketing experience in the tax and accounting industry.

About Our Sponsor

Surprep
SurePrep is the leader in 1040 productivity for CPA firms. We deliver seamless integration with your existing tax software to automate and streamline the entire 1040 process for both the taxpayer and CPA. Our solutions are used by more than 19,000 tax professionals ranging from Big 4 firms to sole practitioners to reduce administrative costs, automate workpaper preparation, maximize review efficiency and improve client service. For more information visit www.sureprep.com.