This microcourse provides a comprehensive review of how digital assets are taxed using practical knowledge in an easy to follow and useful framework.
This microcourse provides a comprehensive review of how digital assets are taxed using practical knowledge in an easy to follow and useful framework. Presented in two parts, this module will provide tools and planning opportunities for both personal tax needs and as well as for financial planners working with clients.
Program Learning Objectives:
The Investments & Wealth Institute is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics.
Through our events, continuing education courses, and acclaimed certifications—Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®)—we deliver rigorous, highly practical education.
And because we also understand the challenges advisors face day-to-day, we give them the practical tools and strategies they can use to put that hard-earned knowledge to work in the real world, to add measurable value to their personal practices and firms, and make a real difference for their investment and wealth management clients.
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