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Lesson Series

Private Market Investing: Cryptocurrency Tax return & Retirement Crypto

Lesson #10

Watch on-demand

the-2020-solo-401(k)-webinar

So you want to make crypto investments with your IRA…

DeFi might be the wild west of investing, but the IRS is steadfast in pioneering tax compliance for those Crypto IRAs. We’re bringing in a crypto tax specialist to break it down for you.

Mike Cavanaugh of Regiment and Brendan Walsh of Rocket Dollar will chat with Matthew Metres, a Crypto Tax Specialist, as we go over trending areas of enforcement for Cryptocurrency Taxes. We will cover some of the top areas affecting taxable crypto enforcement and then go into some prohibited translation rules and how they can apply to crypto inside of your IRA.

Meet the hosts:

Brendan-Walsh

Brendan Walsh
Rocket-Dollar-logo

Brendan Walsh is a fintech entrepreneur and Wisconsin-Madison graduate, coming from the financial advising and the retirement industry in Chicago. Before joining Rocket Dollar, he consulted various fintech, crypto, and blockchain startups growing throughout his home city. Specializing in sales and customer service automation, operations, and partnership management, Brendan has a talent for recognizing opportunities in new markets and creating efficiencies to accelerate the speed of a fintech organization.

Mike-Cavanaugh

Mike Cavanuagh
Regiment

Mike leads business development for Regiment and sets the company vision. After a career as a floor trader in the bond and wheat pits at the CBOT, he co-founded an asset management company in 2006 known today as RCM Wealth Advisors. He was instrumental in growing the assets under management to more than $200mm. After 20+ years of capital markets experience, he chose to move on to focus on helping the next generation of startup leaders and founded FinTech Ranger in 2017. His primary role at FinTech Ranger was growing the network of prospects and referral partners within the financial technology spheres of business including startups in the FinTech space.

Mike is the co-founder of the Chicago-based Small Business Advocacy Council (SBAC), a non-profit organization that lobbies on behalf of small businesses across Chicagoland. He holds a BA from UW Madison.

matt_metras

Matt Metras
guest_logo_MDM_financial_services

Matt Metras, EA is the owner of MDM Financial Services in Irondequoit, NY. He has been practicing since 2003 and specializes in bookkeeping and taxation for cryptocurrency clients. He is a frequent guest on the Bitcoin Taxes podcast. He is an instructor on Cryptocurrency Taxation for the National Association of Enrolled Agents and NY Society of Enrolled Agents and is a contributing writer for thinkoutsidethetaxbox.com Additionally, he is an administrator of the “Bitcoin & Cryptocurrency Tax Info” Facebook group and a moderator of the r/cryptotaxation subreddit. Matt is also a passionate community advocate and serves on his local Board of Education.

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