Advanced Digital Assets & Crypto Taxation

Course Classification:

Category: Advanced Federal Tax (T).

Credits: 3 IRS Continuing Education Hours.

Provider: EZ Tax To Go LLC.

Summary Description:

Take your tax practice to the next level with this advanced course specifically designed for professionals who need to navigate the growing complexity of digital asset taxation. As IRS scrutiny increases and rules continually evolve, this program will provide you with the technical mastery necessary to offer sophisticated services to clients with complex cryptocurrency investments. The course focuses on unresolved areas, documentation standards, and the technical mechanics that distinguish true digital asset tax experts.

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What will you learn in this course?

– New Reporting Regulations: Master the basis reporting requirements for the new 2026 Form 1099-DA and understand its practical limitations.

– Advanced Basis Tracking: Apply per-wallet tracking methodologies, including HIFO, specific identification, and the Revenue Procedure 2024-28 workaround.

– Decentralized Finance (DeFi): Determine the proper tax treatment for complex transactions such as liquidity pools, lending, yield farming, and wrapped tokens.

– NFT Taxation: Evaluate the 28% collectibles tax rate and apply the correct tax treatment depending on whether the client is the original creator or a subsequent investor/holder.

– Staking and Mining: Apply the “dominion and control” standard for staking rewards, airdrops, and validator operations.

– IRS Audit Defense: Identify and establish the documentation standards needed to successfully defend your clients’ digital asset positions during an IRS examination.

Enroll today to master the most complex areas of the cryptoeconomy and protect your clients’ wealth with solid, well-documented tax strategies!