“Cryptocurrency- Navigating Through Diversification and Tax Ramifications“
With Cryptocurrency on the rise, understanding how to invest, diversify and understand tax strategy is imperative for those looking to get involved.
We will have an expert advisor, Sean Wieland go through the strategy of having Cryptocurrency in your portfolio.TOPIC: T.A.P. Presents: "Cryptocurrency How to Navigate the Sector Through Diversification and Tax Ramifications"
Agenda
8:00 am
Group welcome quick discussion on the future and vision of T.A.P. Announcement of Business Development Committee – Phil Goodwin of PNC Bank
Announcement of Marketing/Membership Committee – Annemarie Caruso of First American Title
Group Introductions – Breakout groups of 10 or less - Please keep to 30-45 seconds each. – Your name, your company, your role, any success stories within TAP, now that things are loosing up do you have any trips planned?
8:30 am
Educational piece lead by Sean Wieland "Cryptocurrency How to Navigate the Sector Through Diversification and Tax Ramifications"
How to get started with Cryptocurrency.
How Bitcoin and Ethereum fit into professional portfolio construction.
How cryptocurrency can be used in qualified and non-qualified accounts.
Adverse tax consequences and how Deferred Sales Trust can avoid them.
9:00 am
Meeting Wrap-up
Upcoming Events
Next breakout meeting will be an In-Person Happy Hour!!! July 8th 4:30-6:30 @ Clementine’s Stable Cafe
Next education meeting will be August 5th at 8am