About this episode

Perry Woodin discusses the complexities of crypto tax reporting and compliance for investors and financial advisors.

Crypto taxes are getting more complicated fast — especially for investors, accountants, and financial advisors trying to keep up with new IRS reporting rules. Perry Woodin is the CEO and co-founder of Node40 , a digital asset accounting and analytics platform focused on crypto tax reporting, compliance, and financial reconciliation. In this episode, Perry breaks down the growing challenges around crypto taxes, 1099-DA reporting, digital asset compliance, and how financial advisors can better manage crypto within client portfolios. He also explains how crypto investors create taxable events without realizing it, why many broker-issued crypto tax forms may be inaccurate, and how advisors and accountants can stay ahead as digital assets become more mainstream. Key Takeaways: ● Crypto tax reporting is evolving quickly: New 1099-DA rules are creating confusion for investors, accountants, and advisors navigating digital asset compliance. ● Many crypto tax forms may be incomplete: Investors using multiple wallets or exchanges often receive inaccurate cost-basis reporting. ● Financial advisors need crypto visibility: Advisors increasingly need insight into digital asset holdings to…

People in this episode

Host: Seth Greene

Guest: Perry Woodin

Topics covered

• crypto taxes
• IRS reporting rules
• digital asset compliance
• financial advisors
• taxable events
• cost-basis reporting
• portfolio management

Keywords

• crypto tax rules
• 1099-DA reporting
• digital asset accounting
• taxable events
• financial reconciliation
• cost-basis reporting
• crypto visibility

Mentioned in this episode

Organizations: Node40, IRS

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