This ethics class qualifies for the IRS ethics requirements for both Enrolled Agents and Annual Filing Season Program participants. CPAs need to check with their state as it may or may not meet ethics requirements for CPAs (states vary on this). We will explore the ethics related to tax returns including cryptocurrency transactions. Covered topics include circular 230, preparer penalties, disclosure requirements, and case scenarios.
To register for this session, Click Here.
Who Should Attend:
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Tax Attorney, Un-enrolled Tax Pro, Other
Five Levels of Standards in Preparing a Tax Return
Understand the importance of Circular 230
Circular 230 §10.34
IRC §6694 , §6662(d)
Disclosure / Form 8275
Refunds, Cancellations & Complaints: We offer a 100% money-back guarantee if you take the course, implement our proven tactics, and don’t receive an ROI of at least 100%, then we will refund your entire investment. Requests for refunds must be received in via email at [email protected]. For more information regarding refund, complaint, and/or program cancellation policies please contact our support team at [email protected].
CryptoTaxAcademy.com / Happy Tax Franchising LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints
regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
As the industry leader in crypto taxation training, we have one of the top teams around!
As a longtime blockchain supporter and avid cryptocurrency enthusiast, Mario recognized a need for quality tax preparation in the crypto trading community and launched CryptoTaxPrep.com, a division of Happy Tax. CryptoTaxPrep.com is an industry leader in cryptocurrency tax preparation. This groundbreaking branch of Happy Tax has been recognized by Forbes, Accounting Today, and many blockchain and cryptocurrency leaders.
L. Knox Wimberly
As an Enrolled Agent (EA), Knox is licensed to represent taxpayers before the IRS. The prestigious EA designation can only be earned by passing a challenging and comprehensive three-part IRS exam covering individual and business tax returns. The EA title is the highest credential the IRS awards, and individuals who obtain this elite standing must adhere to rigid ethical standards and complete at least 72 hours of continuing education courses every three years.
Ted is a crypto enthusiast, entrepreneur, real estate developer, and investor who excels in helping big ideas create big value. This son of an immigrant still believes that anything is possible in America, and his expansive skill set compliments his optimism.
Marcus is an innovative digital marketer and accomplished entrepreneur. He has displayed proven success in nearly every marketing outlet, including the tax prep and cryptocurrency industry. Marcus offers a unique point of view and proven methods while delivering expert, relatable training that helps entrepreneurs grow successful businesses.
Crypto Tax Expert/Instructor
Joshua is a cryptocurrency enthusiast, Tax Reconciliation Specialist for Happy Tax, and Independent Financial Advisor. Retains a FINRA Series 7 and 66 Securities License. He is a firm believer that when planning for your future in an evolving financial landscape, you should never go it alone
"Digital currencies have proven they aren’t going away, therefore learning the tax implications of each is critical for tax preparers and Crypto Tax Academy is helping those preparers embrace this incredible opportunity!"
"With innovative technologies like blockchain changing the world around us, it is vitally important as tax professionals and accountants that we keep up to date with the tax laws and intricacies that affect the millions of cryptocurrency investors who can become our clients, but only if we are ready for them."
"Being able to spot and understand the tax issues in play for crypto clients is vitally important to helping them avoid problems with the IRS."