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Overview
Help Your Clients Comply
Reporting obligations of parties engaged in digital transactions have been under increasing scrutiny recently. In 2023 IRS proposed regulations on the subject. What changes and new burdens should your clients expect, and how can you help them to comply? Understand the legal and tax implications of digital asset transactions and align your advice with the regulatory frameworks that continue to evolve. Register today!
- Clarify which transactions are subject to the rules and who must report.
- Understand how far the definition of "broker" has expanded and who falls under the new category.
- Identify applicable exemptions on types of transactions and recipients.
- Walk through the timeline of how the new rules are phased in.
Abbreviated Agenda
- New and Proposed Regulations Addressing Digital Transactions
- Key Concepts and Definitions Clarified
- Who Must Report
- What Needs to be Reported
- Compliance Deadlines
- What Exemptions Exist
- Preparing for the Tax Implications of the New Rules
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
1.5 Total | 06-21-2026 |
| Arizona CLE |
|
1.5 Total | 06-21-2026 |
| California CLE |
|
1.5 Total | 06-21-2026 |
| Colorado CLE |
|
2 Total | 12-31-2026 |
| Connecticut CLE |
|
1.5 Total | 06-21-2026 |
| Delaware CLE |
|
1.5 Total | 06-21-2026 |
| Florida CLE |
|
2 Total | 12-31-2025 |
| Hawaii CLE |
|
1.5 Total | 06-21-2026 |
| Idaho CLE |
|
1.5 Total | |
| Illinois CLE |
|
1.5 Total | 06-20-2026 |
| Louisiana CLE |
|
1.5 Total | |
| Maine CLE |
|
1.5 Total | 06-20-2026 |
| Minnesota CLE |
|
1.5 Total | 06-21-2026 |
| Missouri CLE |
|
1.8 Total | 06-21-2026 |
| Northern Mariana Islands CLE |
|
1.5 Total | 06-21-2026 |
| Montana CLE |
|
1.5 Total | 06-21-2027 |
| North Dakota CLE |
|
1.5 Total | 06-21-2027 |
| Nebraska CLE |
|
1.5 Total | 06-21-2026 |
| New Hampshire CLE |
|
1.5 Total | 06-21-2027 |
| New Mexico CLE |
|
1.5 Total | 06-21-2026 |
| Nevada CLE |
|
1.5 Total | 06-21-2027 |
| New York CLE |
|
1.5 Total | 06-21-2027 |
| Oklahoma CLE |
|
2 Total | 06-21-2026 |
| Oregon CLE |
|
1.5 Total | 06-21-2027 |
| Pennsylvania CLE |
|
1.5 Total | 06-21-2026 |
| Vermont CLE |
|
1.5 Total | 06-21-2026 |
| Washington CLE |
|
1.5 Total | 06-20-2029 |
| Wisconsin CLE |
|
1.5 Total | 12-31-2025 |
| West Virginia CLE |
|
1.8 Total | 06-21-2026 |
| Wyoming CLE |
|
1.5 Total |
Select Jurisdiction
CLE
Agenda
-
Digital Asset Transactions Reporting 2024: What Every Attorney Needs to Know
- New and Proposed Regulations Addressing Digital Transactions
- Key Concepts and Definitions Clarified
- Who Must Report
- What Needs to be Reported
- Compliance Deadlines
- What Exemptions Exist
- Preparing for the Tax Implications of the New Rules
Who Should Attend
This legal update is designed for attorneys. Accountants, tax professionals, brokers, real estate reporters, and paralegals will also benefit.
Speakers
Speaker bio
J. Daniel Bariault
is the sole practitioner with Business Advocate Law PLLC, where he has more than 35 years of experience in all aspects of corporate and business law, with particular emphasis in tax, securities, antitrust and regulated industries. Mr. Bariault has worked with many high-tech startups in all aspects of business formation, corporate governance and business strategy. He represents marijuana producers, processors and retailers, investors and service companies supporting the emerging marijuana industry in the state of Washington. Mr. Bariault has been a staunch supporter of marijuana legalization, and his practice is limited almost exclusively to the cannabis and hemp industry. He has also served as an adjunct faculty member at three universities teaching graduate business courses in finance, business development, securities and portfolio analysis, valuation analysis, and international marketing and management. Mr. Bariault is a member of the Washington State Bar Association. He earned his B.A. degree from Washington State University; his M.B.A. degree from the University of Puget Sound; his masters degree in international management from Thunderbird School of Global Management; and his J.D. degree from the University of Puget Sound. Mr. Bariault also holds a certificate in entrepreneurship from MIT.
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