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Tax, Estate and Financial Aspects of Cryptocurrency

Total Credits: 4 including 4 Taxes - Technical

Average Rating:
ACPEN Industry Institute |  ACPEN Tax Institute |  Tax |  IRS Approved
Arthur Werner
Course Levels:
4 Hours
Product Setting: Expires 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Cryptocurrency can be a very confusing issue for a client in both compliance and in planning.  This course will assist the practitioner in understanding the tax aspects of cryptocurrency from a federal compliance standpoint.

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to

Basic Course Information

Learning Objectives
  • To discuss tax aspects of cryptocurrency from a federal compliance standpoint

Major Subjects
  • Introduction to cryptocurrency
  • Understanding the term “blockchain”
  • Various types of cryptocurrencies
  • Why cryptocurrency is popular
  • Investment attributes of cryptocurrency
  • Tax aspects of cryptocurrency
  • Position of the Internal Revenue Service
  • Understanding Notice 2014-21 (IRS Virtual Currency Guidance)
  • Understanding Notice 2014-21 FAQs
  • Compliance issues
  • Charitable issues
  • Internal Revenue Service enforcement 

Course Materials


Arthur Werner's Profile

Arthur Werner Related Seminars and Products

Werner-Rocca Seminars, Ltd.

Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.  In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.  Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.

Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.


Tue, Apr 16, 2024 - 06:00am to 09:45am AKDT
Sat, May 04, 2024 - 08:00am to 11:45am AKDT
Wed, May 22, 2024 - 10:00am to 01:45pm AKDT
Tue, Jun 11, 2024 - 12:00pm to 03:45pm AKDT
Mon, Jun 17, 2024 - 06:00am to 09:45am AKDT
Fri, Jun 21, 2024 - 08:00am to 11:45am AKDT
Fri, Jun 28, 2024 - 10:00am to 01:45pm AKDT

Additional Info

Basic Course Information



Advanced Preparation


Designed For

CPAs, EAs, finance professionals, financial planners, attorneys

Original Recording Date


Course Developer

Arthur Werner

Date Added to Catalog


Yellow Book No

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints., (972-377-8199). 

Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Instructional Delivery Method

Group Internet Based

Course Registration Requirements

Online Registration

Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 

Promo Video



Overall:      4.7

Total Reviews: 31


John Q

"Timely seminar well presented."

Jeremy C

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