Advanced Crypto Tax Expert (ACT-E) Designation

Knox WImberly

Tax Director/Instructor/Enrolled Agent

Our Advanced course is your ticket to growing your clientele and increasing your bottom-line!

Millions of crypto traders are searching daily for tax professionals with advanced knowledge of crypto taxation.

Average return fees are 400% higher for crypto returns. Limited supply of crypto tax experts = more clients for you!

Learning Objectives:

  • Understand the foundational build behind blockchain technology and crypto-assets structure and their functionality.
  • Realize the benefits, values, and opportunities of crypto tax prep for your business.
  • Recognize regulatory concerns and governance related to crypto taxation for your clients.
  • Import/export client transactions for crypto reconciliations.
  • Identify the best software to use to manage crypto client trading histories and prepare them for tax return inclusion.
Prerequisites:
  • Participant should have basic understanding of income taxation in the US

Certification/Designation

Upon completion fo the course you'll receive our coveted Crypto Tax Academy Expert signed certificate and digital badge to be displayed across the web and for print use.

Learning Outcomes
  • Over 40 lectures and 38 hours of content!
  • LIVE PROJECT End to End Software Testing Training Included.
  • Learn Software Testing and Automation basics from a professional trainer from your own desk.
  • Information packed practical training starting from basics to advanced testing techniques.
  • Best suitable for beginners to advanced level users and who learn faster when demonstrated.
  • Course content designed by considering current software testing technology and the job market.
  • Practical assignments at the end of every session.
  • Practical learning experience with live project work and examples.

Course Syllabus:

Lessons 1-5
  • Introduction to Cryptocurrency Taxation - Instructors: Mario Costanz & Knox Wimberly, EA
    AVAILABLE NOW, 2 hours
  • Short-Term and Long-Term Capital Gains - Instructor: Knox Wimberly, EA
    AVAILABLE NOW, 2 hours
  • Reconciliation of Cryptocurrency Transactions for Tax Reporting - Instructor:  Mario Costanz
    AVAILABLE NOW, 2 hours
  • Accounting Methods and Implications for Cryptocurrency Taxation - Instructor: Joshua Sands
    AVAILABLE NOW, 1 hour
  • Ethics Related to Cryptocurrency Taxation - Instructor: Knox Wimberly, EA
    AVAILABLE NOW, 2 hours
Lessons 6-10
  • Tax Implications of Purchasing Goods and Services with Cryptocurrency - Instructor: Mario Costanz
    AVAILABLE NOW, 1 hour
  • Software Options for Cryptocurrency Bookkeeping Reconciliations - Instructor: Mario Costanz
    AVAILABLE NOW, 1 hour
  • Taxation of Cryptocurrency Mining - Instructor: Jeff Humphrey, CPA
    AVAILABLE NOW, 1 hour
  • Taxation of Airdrops and Forks - Instructor: Mario Costanz
    AVAILABLE NOW, 1 hour
  • Characterizing Cryptocurrency Losses that Result from Hacks, Scams, and Thefts - Instructor: Knox Wimberly, EA
    AVAILABLE NOW, 1 hour
Lessons 11-15
  • Tax Law Updates (Individual) for TY2018 - Instructor: Knox Wimberly, EA
    AVAILABLE NOW, 1 hour
  • Tax Law Updates (Business) for TY2018 - Instructor: Knox Wimberly, EA
    AVAILABLE NOW, 1 hour
  • Entity Selection for Traders and Miners—Tax Implications - Instructor: Knox Wimberly, EA
    AVAILABLE NOW, 1 hour
  • Professional Trader Status for Cryptocurrency Traders—Tax Implications - Instructor: Ted Muftic
    AVAILABLE NOW, 1 hour
  • Cryptocurrency Gift Tax Returns (Form 709) - Instructor: Knox Wimberly, EA
    AVAILABLE NOW, 2 hours
Lessons 16-21
  • Calculating and Making Estimated Tax Payments for Cryptocurrency Traders - Instructor: Mario Costanz
    AVAILABLE NOW, 1 hour
  • Using Section 199A for Crypto Taxation Savings - Instructor: Knox Wimberly, EA
    AVAILABLE NOW, 2 hours
  • Charitable Contributions with Cryptocurrency - Instructor: Knox Wimberly, EA
    AVAILABLE NOW, 1 hour
  • Self-Directed IRAs and Cryptocurrency - Instructor: Joshua Sands
    AVAILABLE NOW, 1 hour
  • Amending Previous Year Returns for Crypto Compliance - Instructor: Jeff Humphrey, CPA
    AVAILABLE NOW, 1 hour
  • Bonus Course: FBAR & FACTA Foreign Asset Reporting Requirements Related to Cryptocurrency  
    Instructors: Mario Costanz & Knox Wimberly, EA
    AVAILABLE NOW, 2 hours
NEW FOR 2019: Lessons 22-29
  • IRS Representation related to Cryptocurrency Tax Returns - Instructor: Knox Wimberly, EA
    COMING JUNE 2019, 1 hour
  • Reconciliation of Crypto Transactions for Tax Reporting - Instructor: Knox Wimberly, EA
    COMING JUNE 2019, 2 hours
  • Software Options for Cryptocurrency Bookkeeping Reconciliations - Instructor: Knox Wimberly, EA
    COMING JUNE 2019, 1 hour
  • Section 199A Overview - Instructor: Knox Wimberly, EA
    COMING JUNE 2019, 2 hours
  • Section 199A and Rental Property - Instructor: Knox Wimberly, EA
    COMING JUNE 2019, 1 hour
  • CyberSecurity for Tax Professionals - Instructor: Knox Wimberly, EA
    COMING JUNE 2019, 1 hour
  • Tax Law Updates for Individuals (TY2019) - Instructor: Knox Wimberly, EA
    COMING JUNE 2019, 1 hour
  • Tax Law Updates for Businesses (TY2019) - Instructor: Knox Wimberly, EA
    COMING JUNE 2019, 1 hour
Marketing Lessons
  • How to "Autopilot" Facebook Ads and Groups to Bring in New Clients - Instructor: Marcus Slater
    AVAILABLE NOW, 1 hour
  • Low-Cost Crypto Tax Client Acquisition with Google AdWords - Instructor: Marcus Slater
    AVAILABLE NOW, 1 hour
  • How to use retargeting and remarketing to drastically increase conversion ratios for the most cost-effective marketing dollars you will EVER spend - Instructor: Marcus Slater
    AVAILABLE NOW, 1 hour
  • Creating automation in your marketing funnels to free up time and prevent client opportunities from slipping through the cracks - Instructor: Marcus Slater
    AVAILABLE NOW, 1 hour

Course Bonuses (*limited time offer ends today)

  • Coaching Call: One monthly coaching call designed to help grow your crypto tax business (September 2019 through December 2019).
  • The Ultimate Marketing Handbook: Proven and done-for-you email swipe-copy to use when marketing to new crypto clients.
  • Hard Copy of Amazon Best-Seller: Receive a hard copy of Mario Costanz’s best-selling book Crypto Taxes Made Happy delivered right to your doorstep.
  • Hard copy: Mario Costanz’s best-selling book Taxes Made Happy delivered to your doorstep
  • Pre-designed digital assets package: (website images, digital ad images, banners, etc)
  • Crypto Tax Email Hotline: Access to year-round support for your crypto tax and accounting questions (two questions per month—a monthly value of $178!)

Knox WImberly

Tax Director/Instructor/Enrolled Agent

Master Crypto Taxes and Grow Your Tax Business by 400%

Enroll in our Advanced Crypto Tax Expert (ACT-E) Designation Course and earn up to 30-hours of CE/CPE credits.