Upcoming:

Date

Class Title

Type

Organization

Price

Registration
Link

6/10/25

The Gig is Up: Handling Income in Unique Industries

Co-presented with Brad Messner

In Person

CSTC Summer Symposium

Included in Registration

Link

6/11/25

Digital Assets 101

In Person

CSTC Summer Symposium

Included in Registration

Link

6/11/25

Stump the Experts Panel

In Person

CSTC Summer Symposium

Included in Registration

Link

6/19/25

Digital Assets 101

In Person

CSEA Super Seminar

Included in Registration

Link

6/19/25

2025 Digital Asset Tax Update

In Person

CSEA Super Seminar

Included in Registration

Link

On Demand:

Recorded

Class Title

Organization

Price

Registration Link

6/20/24

The Gig is Up: Handling Income in Unique Industries

Co-presented with Brad Messner

Compass Tax Educators

$99

6/6/24

Practical Digital Asset Reporting

NAEA

Digital Asset Certificate Update

Link

6/5/24

2024 Digital Asset Tax Update

NAEA

Digital Asset Certificate Update

Link

6/4/24

Taxation of Digital Assets

NAEA

Digital Asset Certificate Update

Link

6/28/23

Digital Assets 101

Compass Tax Educators

$99

Link

6/8/23

Practical Digital Asset Reporting

NAEA

Digital Asset Certificate Update

Link

6/7/23

2023 Digital Asset Tax Update

NAEA

Digital Asset Certificate Update

Link

6/4/24

Taxation of Digital Assets

NAEA

Digital Asset Certificate Update

Link

10/6/22

Advanced Cryptocurrency Taxation

Compass Tax Educators

$79

Link

6/7/22

Crypto Tax 101

NAEA

Cryptocurrency Certificate Program

On-Demand

6/22/22

Advanced Cryptocurrency Taxation

NAEA

 Cryptocurrency Certificate Program

On-Demand

Past Classes:

Date

Class Title

Organization

1/28/25

2025 Digital Asset Tax Update

Think Outside the Tax Box

1/27/25

Federal Tax Update

CtSEA

10/26/24

NFTs and the Metaverse

NYSSEA

10/25/24

Trailblazing YOUR Tax Practice Harnessing Technology (with Brad Messner and Josh Youngblood)

NYSSEA

10/22/24

Day Traders

NAEA

9/24/24

Practical Digital Asset Reporting

OSSEA

9/24/24

Social Media Tax Trends

OSSEA

9/23/24

Office in the Home

OSSEA

9/23/24

Day Traders

OSSEA

9/23/24

Taxation of Digital Assets

OSSEA

8/19/24

International Travel and Securing Data

Financial Guardians

8/7/24

Digital Assets 101

NATP

8/6/24

Digital Assets 101

NATP

6/13/24

Hot Tax Topics Q/A Panel

with Tom Gorczynski, Natalie Kolodij, and Brad Messner

CSEA

6/12/24

The Gig is Up: Handling Income in Unique Industries

Co-presented with Brad Messner

CSEA

6/11/24

Social Media Tax Trends

CSEA

12/15/23

2024 Digital Asset Update

myCPE

12/7/23

Digital Assets 101

NH-ME NATP

12/6/23

NFTs and the Metaverse

NATP Taxcon

12/6/23

The Gig is Up: Handling Income in Unique Industries

Co-presented with Brad Messner

NATP Taxcon

12/5/23

Beyond the Returns: Business Life Cycles

Co-presented with Amber Gray-Fenner

Think Outside the Tax Box

12/4/23

Advanced Digital Assets

NAEA (in person)

12/1/23

Practical Digital Asset Reporting

myCPE

11/28/23

2024 Digital Asset Update

MMB

11/27/23

Social Media Tax Trends

GAEA

11/21/23

Beyond the Returns: Security and Liability

Co-presented with Amber Gray-Fenner

Think Outside the Tax Box

11/20/23

Understand Defi and Digital Asset Taxation

myCPE

11/17/23

Social Media Tax Trends

myCPE

11/16/23

Digital Assets 101

myCPE

11/9/23

Beyond the Returns: Boundries and Balance

Co-presented with Amber Gray-Fenner

Think Outside the Tax Box

11/6/23

The Gig is Up: Handling Income in Unique Industries

Co-presented with Brad Messner

myCPE

10/29/23

2023 Digital Asset Tax Update

NYSSEA (in person)

10/29/23

Office in the Home

NYSSEA (in person)

10/27/23

Social Media Tax Trends

NYSSEA (in person)

10/24/23

Beyond the Returns: Practice Mechanics

Co-presented with Amber Gray-Fenner

Think Outside the Tax Box

10/20/23

Day Trader's Status: IRS Guidelines and Legal Precedents

myCPE

9/25/23

Office in the Home

GAEA

8/1/23

Day Traders

NAEA Tax Summit

8/1/23

Office in the Home

NAEA Tax Summit

7/31/23

Taxation of Digital Assets 101

NAEA Tax Summit

7/25/23

NFTs and the Metaverse

NATP Taxposium

7/24/23

The Gig is Up: Handling Income in Unique Industries

Co-presented with Brad Messner

NATP Taxposium

6/20/23

Understand DeFi and Digital Asset Taxation

CSEA

6/20/23

Practical Crypto Applications

CSEA

6/8/23

Practical Digital Asset Reporting

NAEA

6/7/23

2023 Digital Asset Tax Update

NAEA

6/6/23

Taxation of Digital Assets 101

NAEA

5/11/23

Digital Assets Solutions Room

NAEA

1/26/23

Understanding Cryptocurrency Taxation

Think Outside The Tax Box

1/19/23

A Practitioner’s Approach to the Ever-Changing Cryptocurrency

NCCPAP

1/7/23

Defi and Digital Asset Taxation (in person)

NCNATP

12/19/22

Practical Crypto Applications

NJSEA

12/14/22

An Examination into Cryptocurrency Taxation

NATP TaxCon

12/12/22

Defi and Digital Asset Taxation

NJSEA

12/7/22

Introduction to Crypto Tax (in person)

Mengel Metzger Barr & Co.

12/5/22

Introduction to Crypto Tax

NJSEA

11/17/22

Advanced Cryptocurrency Taxation

Sac Valley CSEA

10/30/22

Cryptocurrency Update

NYSSEA

10/30/22

Day Traders

NYSSEA

10/27/22

Crypto Tax 101 – webinar

NCSEA

10/6/22

Advanced Cryptocurrency Taxation

Compass Tax Educators

9/23/22

Advanced Cryptocurrency Taxation

WSSEA

9/22/22

My Client Has Crypto and No 1099-B, Now What? (In Person)

NYSSEA – Western Chapter

7/26/22

An Examination into Cryptocurrency Taxation

NATP Taxposium

6/22/22

Advanced Cryptocurrency Taxation

NAEA

6/7/22

Crypto Tax 101

NAEA

1/25/22

Cryptocurrency Taxation and Tax Reduction Strategies

thinkoutsidethetaxbox.com

1/6/22

Crypto Tax 101 – Zoom

NYSIA

12/8/21

Cryptocurrency Part 1 – Zoom

PWCEA

12/8/21

Crypto Tax 101 – Zoom

NJSEA

10/25/21

Cryptocurrency Taxation and Tax Reduction Strategies

AICTP

10/23/21

Advanced Crypto Taxation – In Person – Turning Stone Resport

NYSSEA

10/22/21

Crypto Tax 101 – In Person – Turning Stone

NYSSEA