In this episode, Jonathan Bander and Rob Cannon discuss crypto and taxes. They provide an introduction to their firm, ExperityCPA, and their expertise in handling taxes for alternative investments.

This conversation covers various topics related to tax planning and does not provide financial advice.

This week's guest(s):

Jonathan Bander is an experienced financial professional with over twenty-five years of comprehensive and working knowledge in all aspects of corporate accounting and taxation.

Experience includes extensive tax structuring, tax planning, tax strategy, multi-company and multi-divisional accounting, budgeting, forecasting, and financial reporting. His proficiency in cryptocurrency taxation and accounting strategies sets him apart as a trusted advisor in the evolving landscape of virtual currencies. Jonathan has many years experience with financial and operational administration of fund structures, fund of funds, managed accounts, and family office reporting.

Robert Cannon has more than three decades of experience working with affluent investors, businesses, and hedge funds across the United States. He places a key focus on creating lifetime income plans for retirement, and in doing so, Robert guides his clients through a very distinctive wealth management and investment process that is specifically designed for financially successful individuals, couples, and families.

Robert has earned numerous licenses and industry professional designations, including the Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent), Series 66 (Uniform Combined Registered Investment Advisory), and the Series 55 (Equity Trader). He also holds an accident and health insurance license and is eligible to conduct business in over 30 states.In addition, Robert received a Certificate in Financial Management from Cornell University.

In 2022, Jonathan combined forces with Robert Cannon to form ExperityCPA, a virtual family office housing their collective 50+ years of experience. Together and through the support of their team of subject matter experts they offer senior-level tax, accounting, tax-smart financial planning, estate planning, retirement planning, asset protection, growth, and optimization services and other services.

Sign up for the Web3 Deep Dive newsletter: https://substack.com/@web3deepdive?utm_source=profile-page

If you are interested in sponsoring upcoming episodes, please reach out contact@web3deepdive.com

🎙️Podcast Info:

Amazon Podcasts: https://music.amazon.com/podcasts/f4dd2741-2600-4be5-b894-de55b1bb1456/web3-deep-dive

Apple Podcasts:https://podcasts.apple.com/us/podcast/web3-deep-dive/id1679236043

Spotify:https://open.spotify.com/show/04DRjy4kNwf9RK5u78pSG2

IheartRadio: http://bit.ly/3nO7QS4

Social Links:

⚡️Follow ExperityCPA on X: https://twitter.com/experitycpa

⚡️Follow Web3 Deep Dive on Instagram: https://instagram.com/web3deepdive_podcast?igshid=YjNmNGQ3MDY=

⚡️Follow Web3 Deep Dive on LinkedIn: https://bit.ly/3UdVrmC

👋 Follow Rachel on social media:

X: https://twitter.com/Rachelwolf00

Instagram: https://www.instagram.com/rachelswolfson

LinkedIn: https://www.linkedin.com/in/rachwolf/

Show sponsors & production team:

🙌 Show Production:

Produced by 4LabsDigital

Music: Lundstroem! (email me: axel.lundstrom@gmail.com)

Special thanks to VeChain for sponsoring this episode. Learn more at: https://vechain.com/

💡 OTHER RESOURCES:

Rachel's Website: https://www.rachelwolfson.me/

Rachel's Cointelegraph Column: https://cointelegraph.com/authors/rachel-wolfson

Rachel’s Cryptonews Column: https://cryptonews.com/editors/rachel-wolfson/

Rachel's Bitcoin E-Book: https://www.amazon.com/dp/B08WLHXRS3

Rachel's Linktree: https://linktr.ee/rachelswolfson

⚡️House of Web3 website: https://edgeandnode.com/thehouseofweb3/

DISCLAIMER This show is for entertainment purposes only and does not provide financial advice. Before making any decisions consult a professional.