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Crypto and digital asset information reporting

November 1, 2023 @ 1:00 pm - 2:00 pm EDT

EY Free CPE Webinars

Participants of the free live webinar will be eligible for 1.2 CPE credits.


The proposed regulations issued by the IRS and Treasury Department introduce new standards unlike any seen previously in the digital asset space. From traditional financial institutions to decentralized exchanges, firms across the industry will need to determine how the new regulatory requirements impact any existing processes and technology, from customer onboarding to reporting. The regulations introduce specific tax requirements that impact existing data management systems, require the development of new processes to promote compliance and ultimately impact the overall client experience. Join EY for a webcast discussion on operational challenges, implementation considerations, and maintaining a seamless client experience in the dynamic digital asset sector.

Agenda topics will include:

  • Understanding the new requirements and their challenges
  • Why “good” data should be a top priority
  • Defining the tax operating model
  • How to leverage existing functions and systems
  • Integration of tax processes with the client experience
  • What can “brokers” and other digital asset service providers do next?


  • Tara Ferris, Principal, Information Reporting and Withholding/Customer Tax Operations and Reporting Services Leader, Ernst & Young LLP
  • Erin Fennimore, Vice President, TaxBit
  • Uri Benjamin, Senior Manager, Information Reporting and Withholding/Customer Tax Operations and Reporting Services, Ernst & Young LLP


  • Thomas Shea, Principal, Financial Services Crypto Tax Leader, Ernst & Young LLP

EY webcast managed and produced by Ernst & Young LLP’s Tax Technical Knowledge Services Group, Washington, DC: Lynn Fairfax


November 1, 2023
1:00 pm - 2:00 pm EDT
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