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October 12, 2023

Wednesday, November 1 | Crypto and digital asset information reporting: Navigating the operational challenges of the recently proposed regulations (1 pm ET)

The proposed regulations issued by the IRS and Treasury Department introduce new standards unlike any seen previously in the digital asset space. From traditional financial institutions to decentralized exchanges, firms across the industry will need to determine how the new regulatory requirements impact any existing processes and technology, from customer onboarding to reporting. The regulations introduce specific tax requirements that impact existing data management systems, require the development of new processes to promote compliance and ultimately impact the overall client experience. Join EY for a webcast discussion on operational challenges, implementation considerations, and maintaining a seamless client experience in the dynamic digital asset sector.

Agenda topics will include:

  • Understanding the new requirements and their challenges
  • Why "good" data should be a top priority
  • Defining the tax operating model
  • How to leverage existing functions and systems
  • Integration of tax processes with the client experience
  • What can "brokers" and other digital asset service providers do next?

Date: Wednesday, November 1, 2023

Time: 1:00-2:00 p.m. ET New York; 10:00-11:00 a.m. PT Los Angeles

Registration: View archive here.


Tara Ferris, Principal, Information Reporting and Withholding/Customer Tax Operations and Reporting Services Leader, Ernst & Young LLP

Erin Fennimore, Vice President, TaxBit

Uri Benjamin, Senior Manager, Information Reporting and Withholding/Customer Tax Operations and Reporting Services, Ernst & Young LLP


Thomas Shea, Principal, Financial Services Crypto Tax Leader, Ernst & Young LLP

CPE credit offered: up to 1.2 depending on duration. Recommended field of study: Taxes. Learning objectives: Analyze the operational impact of the new requirements of the proposed regulations; discuss how to prioritize the impacts for a given business and how to leverage existing processes to accelerate implementation. This intermediate level, group internet-based course has no prerequisites or advanced preparation. Final CPE award to be based on content, polling and length of participation. See CPE FAQ for more information.

EY webcast managed and produced by Ernst & Young LLP's Tax Technical Knowledge Services Group, Washington, DC: Lynn Fairfax | and Barbara Kirchheimer |

Learn about and register for EY Tax webcasts

You can learn about and register for any EY Tax webcast here.