-
Some unresolved issues haven’t received as much attention as those related to federal securities laws.
September 26
Withersworldwide -
The lack of guidance from the IRS makes it a daunting task.
September 24
Bloomberg Tax -
As the IRS steps up its scrutiny of virtual currency, reporting the transactions correctly is essential.
September 18 -
Given the steep rise in the price and use of virtual currencies, expect clients to have questions.
September 14
Intuit ProConnect -
Those hoping that Bitcoin's 10-year anniversary would be much sweeter than Lehman's have been proven wrong.
September 13 -
A growing chorus of firms such as Fidelity, Citigroup and Goldman Sachs have announced plans for a variety of services around cryptocurrency trading.
September 11 -
The proposals failed to show how exchanges would “prevent fraudulent and manipulative acts and practices," the commission said.
August 23 -
The SEC, wary of bringing crypto to the masses, postponed a decision last week from VanEck and SolidX and rejected a proposal from the Winklevoss twins.
August 14 -
Part of the problem stems from how slow regulators have been to define their views of virtual currencies.
August 13 -
The SEC called into question the ability of the cryptocurrency’s exchanges to sufficiently police trading.
July 27 -
The CFA Institute is adding the topics to its Level I and II curriculums for the first time next year.
July 17 -
More retirement investors are including cryptocurrency in their portfolio because it helps them achieve diversification.
June 29 -
About a quarter of advisors treat cryptocurrencies as something akin to gambling: "only worth investing money you can stand to lose.”
June 5 -
“Everyone who isn’t keeping keys themselves is keeping them with Xapo,” said Ryan Radloff of CoinShares.
May 9 -
The tax treatment of bitcoin and its ilk raises major questions.
April 3 -
Clients may be in the dark about the regulators new rules for taxing digital currencies.
March 23 -
Retirement investors who want to buy bitcoins in a self-directed IRA should ensure they are in control of their own private key.
March 15 -
The firm launched an asset management unit to manage the product, providing access to the estimated $450 billion digital currency market.
March 7 -
The products can offset potential losses from lowered state and local deduction limits.
February 27 -
So-called stable coins may be the “key to unlocking widespread adoption,” a virtual currency founder says.
February 21
















