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OATC Westside Chapter Seminar: Cryptocurrency Basics for Tax Practitioners (6 hrs CE)
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When: Thursday, November 7, 2019
9:00 AM
Where: George Fox University - Portland Center South Building Rm 155
12753 SW 68TH AVE
Portland, Oregon  97223
United States
Presenter: Kelly Sunshawl Barrett
Contact: Robert Betts
(503) 780-4143

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Cryptocurrency Basics for Tax Practitioners

What is Bitcoin?! Is it a currency? Is it a blockchain? When taxpayers use it, how do tax preparers put it on a tax return? In this training you will learn the ‘dual personality’ of Bitcoin, as well as how to apply the ‘dual personality’ concept to other cryptocurrencies. These personalities tell two different stories about this technology. One personality, cryptocurrency, greatly affects a tax return. The other personality, blockchain, influences the preparation of a tax return by guiding data gathering during the interview process.

To accurately prepare a tax return when cryptocurrency is involved, it is imperative to understand the underlying blockchain technology. This understanding will guide a tax preparer during conversations with the tax client and help them ask probing questions. Often times our tax clients don’t share information about their crypto activities because they don’t realize it affects their tax return.


  • Box Lunch will be provided. After you register and shortly before the day of the training you will be sent a menu of lunch options to select your lunch.
  • Registration fee includes access to a downloadable version of the handouts - watch for the download link on the final registration page.
  Registration AND Payment
Received By Nov 6
Registration AND Payment
Received Nov 7
 Current OATC Members   $100.00  $105.00
 All Others   $150.00 $155.00


We warmly invite non-members to take advantage of the member discount by submitting our membership application before registering.

Attention Current OATC Members Enrolling in this class

You have a chance to earn a $25 refund on your own registration fee once this class is over! If you recruit a new OATC Member (that includes anyone who has not been an OATC member during 2018 or 2019) for the Westside Chapter of OATC, Westside will refund $25 of your class fee! Read the steps below to understand what the new recruit will need to do.  

Steps the Non Member will need to take to apply for membership and sign up for the class:

  1. Download and complete the OATC New Membership Form
     - On that form ensure you have checked the box "Referred By" and enter the name of the OATC member.
     - Preferred Chapter is Westside.
     - If you had prior OATC membership also please check that box.
  2. If the new member also wishes to attend the class, please write across the top of the membership application"WILL ATTEND CRYPTOCURRENCY CLASS"  and the new member will be contacted to assist with class registration at the OATC member price.
  3. Fax or email the completed membership application to Robert Betts. Fax 503-214-6191, email  Bob will contact the new member regarding payment options for membership dues ($105) plus payment options for the class at OATC member pricing.

Kelly Sunshawl Barrett


Kelly Sunshawl Barrett is a Licensed Tax Consultant (LTC 31542-C) and Enrolled Agent with a private practice in Springfield Oregon since 2006. She holds a Bachelor’s degree in Computer Science & Mathematics. As an educator, Kelly provides live training to tax professionals through various organizations like the Oregon Association of Tax Consultants (OATC). Kelly’s passion and enthusiasm for crypto-blockchain technology makes her a lively, entertaining speaker.

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