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AICPA Personal Financial Planning (PFP)


Apr 15, 2022

Cryptocurrency has drawn attention in 2022 with super bowl ads, President Biden’s executive order, and its role in the conflict between Russia and Ukraine. In this episode of the PFP Section podcast, Ryan Firth, CPA/PFS, shares how you can add value for your clients who are interested investing in or learning more about virtual currency. Ryan covers:

  • Tax planning and preparation issues to be aware of, including where you can add your expertise and gray areas that will need your professional judgment to resolve
  • What you need to consider if you decide to provide crypto investment planning advice to clients
  • The options for helping clients gain access to cryptocurrencies and the importance of keeping an inventory 

Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links. If you’re interested in learning more, explore the AICPA Blockchain Fundamentals Certificate.

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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