The Crypto Compliance Summit
5 Days to Transform Your Approach to Blockchain Compliance
The Compliance Clock Is Ticking
2025 Is Bringing New Crypto Regulations – Are You Ready?
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As cryptocurrency becomes more regulated, the expectations for financial professionals are skyrocketing. The IRS, SEC, and Treasury are introducing stricter compliance standards, and penalties for errors are higher than ever.
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Your ability to deliver precise, audit-ready reports is no longer a bonus—it’s a necessity. Without the right tools and knowledge, you risk falling behind your competition, losing clients, and exposing yourself to costly mistakes.
The 5-Day Crypto Compliance Summit is your chance to gain insider knowledge from industry leaders. Don’t wait for the regulations to catch up to you—stay ahead and protect your reputation.​​
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The Essential Event for Blockchain Professionals
If You Manage or Advise on Digital Assets, You Need to Be Here
This event is tailored to:
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Accounting Firms and Auditors: Learn how to provide audit-ready blockchain reports with confidence and precision.
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Tax Professionals: Discover practical strategies to navigate token swaps, staking rewards, and NFT reporting.
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Investment Funds and Traders: Tackle high-volume crypto transactions with streamlined reporting and compliance solutions.
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Digital Asset Innovators: Ensure your operations meet the highest regulatory standards with expert insights.
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If you handle portfolios with digital assets, this is the critical event to prepare you for 2025’s challenges.
5 Days to Transform Your Approach to Blockchain Compliance
Each Day Delivers Essential Insights, Expert-Led Strategies, and Practical Tools
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Day 1: Cryptocurrency Regulatory Landscape 2025: Key Updates for Professionals
What You Need to Know to Stay Ahead
The regulatory environment for cryptocurrency is evolving rapidly. This session focuses on the most recent changes to IRS and Treasury Department regulations and their impact on accounting, legal, and compliance practices.
Key Topics Covered Include:
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Understand new IRS requirements for cryptocurrency tax reporting, including Form 1099-DA and its implications.
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Practical steps to future-proof client advisory services against upcoming legislation.
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Day 2: Tax Planning and Compliance for Cryptocurrency: Challenges and Opportunities
Untangling the Complexity of Blockchain Taxation
Navigating cryptocurrency tax compliance can be complex, with challenges ranging from capital gains calculations to proper reporting for NFTs and DeFi activities. This session breaks down these issues and offers actionable solutions.
Key Topics Covered Include:
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Learn to track and report cryptocurrency transactions accurately using NODE40’s compliance tools.
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Explore strategies for minimizing tax liability, such as loss harvesting and proper classification of staking rewards.
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Address common errors, including incomplete transaction histories and misclassification of airdrops.
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Gain insights into emerging trends like DAO (Decentralized Autonomous Organization) taxation.
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Day 3: Complexity Volume, and Reconciliation: Evolution of Complexity for Service Professionals, Validators and Delegators in Cryptocurrency
Opportunities and Risks in Proof-of-Stake Networks
As proof-of-stake networks gain prominence, understanding the roles of validators and delegators is crucial. Day 3 explores financial incentives, compliance demands, and how to maximize returns while reducing risk.
Key Topics Covered Include:
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Validators: Their technical responsibilities and compliance needs.
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Delegators: Choosing the right validators and understanding tax implications.
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Tools for managing nodes and optimizing staking operations.
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Day 4: Digital Asset Bookkeeping for Accounting Firms
Mastering Blockchain Data for Seamless Reporting
Bookkeeping for cryptocurrency requires specialized tools and practices to ensure accuracy and compliance. This session guides firms through integrating NODE40 and other software solutions for effective digital asset accounting.
Key Topics Covered Include:
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Master the basics of digital asset reconciliation, including tracking transactions across wallets and exchanges.
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Learn how to categorize digital asset activity, such as mining, staking, trading, and lending, for accurate financial reporting.
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Discover how NODE40 integrates with QuickBooks and other accounting platforms to streamline bookkeeping.
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Address common client challenges, such as fragmented transaction histories and exchange closures.
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Day 5: Preparing for Audit: Strategies for Compliance Professionals
How to Meet the Growing Demands of Blockchain Compliance
As institutional involvement in cryptocurrency grows, audits are becoming more rigorous. This session provides strategies for preparing clients to meet these heightened compliance demands.
Key Topics Covered Include:
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Understand the key audit triggers for cryptocurrency holdings and transactions.
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Learn best practices for documenting activity and creating audit trails that satisfy institutional standards.
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Explore how NODE40’s solutions enhance transparency and accuracy for audit preparation.
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Review real-world scenarios to identify potential red flags and avoid common pitfalls.
Learn from NODE40’s Leading Experts in Blockchain Compliance
Meet the Industry Professionals Setting the New Crypto Standard
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Perry Woodin, Co-Founder and Chief Innovation Officer
Perry has been a blockchain innovator since 2012, playing a pivotal role in shaping cryptocurrency’s infrastructure and compliance frameworks. As a Trust Protector for the first decentralized autonomous organization (DAO), he’s advised on industry-defining projects and continues to lead the charge in crypto reporting solutions.
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Sean Ryan, Co-Founder and Chief Technology Officer
With a background in information science and over a decade of blockchain expertise, Sean is a sought-after thought leader in crypto compliance. He’s been featured in industry publications and has developed cutting-edge solutions that simplify the complexities of digital asset reporting.
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Norm Hannawa, Head of Tax and Accounting Solutions
A 20-year veteran of tax law, Norm specializes in corporate, international, and financial product taxation. His deep understanding of blockchain taxation has made him a trusted advisor to governments, accounting firms, and investment funds worldwide.
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Jennifer Katrulya, Chief Executive Officer
With nearly three decades of experience in advisory services, Jennifer has been recognized as one of the most influential figures in accounting. She’s an expert in translating regulatory challenges into actionable strategies, empowering professionals to lead in blockchain compliance.
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Rob Madeira, Chief Operating Officer
Rob combines advanced expertise in computer science, business, and law to tackle the challenges of blockchain compliance. His ability to blend technical insights with strategic execution has earned him a reputation as a trailblazer in the field.
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Powered by NODE40
Your Partner in Blockchain Compliance Excellence
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For financial professionals managing digital assets, NODE40 provides the precision and expertise you need to succeed. From navigating complex regulations to delivering audit-ready reports, NODE40 empowers accountants, auditors, and institutions with tools that streamline compliance and boost profitability. Trusted by industry leaders worldwide, NODE40 is your ultimate compliance partner.
Secure Your Competitive Edge in 2025
Access the Critical Compliance Insights You Can’t Afford to Miss
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Don’t miss this opportunity to gain expert insights and practical tools from the top minds in blockchain compliance. Prepare your firm, protect your clients, and dominate in 2025.