BCEPC Meeting: Cryptocurrency: Tax and Estate Planning

Date: Tuesday, July 9, 2024
Time: 12:00pm - 1:30pm
Location: Jewish Community Center, Levin Hall, 6007 Oreg Avenue, Boulder
Speaker: Chris Levkulich, Fennemore Craig PC

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Please join BCEPC for our upcoming seminar:

Cryptocurrency: Tax and Estate Planning

 

The program will discuss the income and estate taxes associated with cryptocurrency. Key topics will include capital gains and ordinary income treatment, exchanging cryptocurrency for other property, determining basis and holding periods, and transfers at death. The program will also address recent legislative updates and IRS guidance on the taxation of cryptocurrency.

 

Presenter:

 

Chris Levkulich provides tax planning advice to businesses and their owners. He advises on matters relating to the taxation of corporations and partnerships, entity formation, mergers and acquisitions, private equity investments, asset sales, operations, and real estate transactions. Chris also counsels individuals in estate planning and general income tax matters. Additionally, Chris represents buyers and sellers of closely held businesses in all aspects of M&A transactions, and also advises sponsors in the formation and operation of private equity funds.

 

Prior to joining Fennemore, Chris worked for a local firm specializing in tax matters and practiced as a CPA at a Big Four accounting firm. Chris’s tenure as a CPA provides him with a unique perspective on the tax and financial reporting aspects of business transactions.

 

Chris enjoys spending time with his family, golfing, fly fishing, and watching all of Colorado’s sports teams.

 


 

Check-in and networking will start at 12:00 p.m., and the buffet will be open at that time as well. The business meeting and presentation will begin at 12:30 p.m.

This seminar is open to guests, so please invite a colleague or client to join you.  You can add your guest when you register.

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