"Everything You Wanted to Know About Cryptocurrency"and are not too afraid to ask
Thursday, March 4, 20211:00-2:00 pm EST
|Moderators:||Timur Taluy, CERCA Board Member & CEO, FileYourTaxes.com
Tim Hugo, CERCA Executive Director
|Panelists:||ACCOINTING.com, Dennis Wohlfarth, CEO & Co-Founder
CoinTracker, Shehan Chandrasekera, CPA, Head of Tax Strategy
H&R Block, Andy Phillips, Director-Tax Institute
Sovos, Wendy Walker, Solution Principal
From Bitcoin to Dogecoin, to a whole new language (e.g., do you know what Hard Fork means?) and with all the questions about tax basis and receiving virtual currency as income; cryptocurrency is a topic that is in the news every day. But what is it all about? What do we need to know as tax professionals?. These and other questions will be answered by CERCA's cryptocurrency experts.
Dennis Wohlfarth is CEO and Co-Founder of ACCOINTING.com, a Crypto Tax and Portfolio Tracking Solution. Dennis is a Mechanical Engineer with a Masters Degree in Technology Management from Stuttgart University. Dennis dropped out of the Ph.D. candidacy to fully dedicate himself to ACCOINTING.com. His experience varies from working with supercars and microscopes to helping diverse crypto startups grow and develop in different markets.
Shehan Chandrasekera is one of the handful of CPAs in the country who is recognized as a real-world operator and a conceptual subject matter expert on cryptocurrency taxation. He is the Head of Tax Strategy at CoinTracker, partner at JAGArgueta CPAs a Forbes Tax Contributor and a CPE instructor who has won multiple awards: 2020 & 2019 CPA Practice Advisor 40 under 40 accounting professionals, Outstanding Young CPA of the year, Rising Star of Texas & Among 21 accountants mentioned on Accounting Today who will be helping shape (and reshape) accounting in 2020 and beyond by Accounting Today. Shehan is a renowned speaker who has done speaking engagements with many organizations including Google, Coinbase, Lyft, AICPA, American Bar Association, and State CPA Societies.
Timur Taluy – Taluy is CEO and co-owner of FileYourTaxes.com. Taluy is currently on the Board and a member of the Executive Committee of the Council for Electronic Revenue Communications Advancement (CERCA) and is co-chair of the Strategic Threat Assessment and Response (STAR) workgroup within the IRS Security Summit. He is also currently on the IRS Electronic Tax Administration Advisory Committee (ETAAC). He holds a Bachelor of Science in Electrical Engineering from USC.
Andrew Phillips – Phillips is Director, Agency & Industry Relations and Tax Law & Policy Analysis, at The Tax Institute at H&R Block. Phillips is active in the Security Summit and the Identity Theft Tax Refund Fraud Information Sharing and Analysis Center (IDTTRF ISAC), serving as an industry co-lead on the Authentication Working Group and as a member of the ISAC Metrics Committee. Phillips is also a member of the IRS Electronic Tax Administration Advisory Committee (ETAAC). Phillips is also active in tax industry associations, serving as a co-lead of the CERCA Legislative Implementation Working group, which focuses on integrating tax law changes across the entire tax ecosystem. In his personal time, Phillips serves on the Avila University Alumni Association Board.
Wendy Walker is a Solution Principal at Sovos, a global tax technology company supporting over 8,000 clients around the globe. Wendy leverages over 15 years of industry expertise in tax withholding and information reporting to create solution strategies that help customers spanning many industries including financial institutions and insurers, multinational corporations, cryptocurrency exchanges, and gig platform companies. Wendy is a member of the Internal Revenue Service Advisory Council (IRSAC) and represents the industry on a variety of issues spanning IRC Chapters 3, 4, and 61. Wendy is also a member of the Tax Task Force Leadership Committee at the Chamber of Digital Commerce, a committee focused on highlighting tax information reporting issues associated with digital asset transactions.