How to talk Crypto to clients - ON-DEMAND

Event Details

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How to talk Crypto to clients - ON-DEMAND

This on-demand session is available to watch instantly after purchase at the time of your choosing and will expire within 12 Months of purchase.

Date recorded: September 2023

So, you have just looked at your client's ATO pre-fill and read the dreaded warning - "Your client held or disposed of crypto assets that may have resulted in a capital gains tax event.

What does it mean? What do you do? How do you discuss this with your client? What happens when your client doesn't have any idea of the consequences? How do you juggle the tax and client exceptions?

The tax is straight forward once you have addressed these questions and understand what your client has actually done!

Benefits & Learning Outcomes:

This session will assist you in practically navigating the majority of individual clients' issues and challenges in this space.

Recommended For:

Designed for practitioners navigating Crypto and need to manage clients that are playing in this space.

Meet Your Speaker, Lisa Greig:

Lisa Greig is a fellow practitioner with small business clients. She balances her time between running her own practice and sharing her extensive knowledge and experience to all levels of the profession. Her sessions always focus on practical insights, having firsthand understanding of the issues and frustrations facing public practice and matters important to clients. Lisa presents the annual TAG sessions in Victoria and WA as well as sessions on specific areas that are changing or attracting the attention of regulators.

Registration

How to talk Crypto to clients - ON-DEMAND

  • M (R:$0.00)
  • NM (R:$25.00)
  • S (R:$0.00)

* Price flags: R=Regular, E=Early, NM=Non Member, M=Member, S=Student

Prices are inclusive of GST where applicable. For further details on the GST amount charged on your purchase refer to your tax invoice which will be emailed to you on receipt of payment