The Blockchain Accountant: Tax Tips & Blockchain Technologies
0 (0)

Rory and Arrowroot Family Office VP Daniel Casey are joined by The Blockchain Accountant, David Spencer from DKS Tax and Consulting to discuss recent events in blockchain and how to navigate the young but exciting space. They discuss various crypto tax implications, how to maximize income from crypto investments, and the importance of record keeping. The three avoid jargon by utilizing simple analogies in order to allow the everyday person to understand complex blockchain and crypto concepts. Discover diverse ways that crypto is being used like a dividend and how blockchain technology is revolutionizing the way we conduct commerce.

IMPLEMENT WEALTH MANAGEMENT SERVICES INTO YOUR ACCOUNTING FIRM

Transform Your Accounting Business into an Advisory Firm with our
Wealth Management Forward Program.

AFO WEALTH MANAGEMENT FORWARD PODCAST

Episode 54

The Blockchain Accountant

The Blockchain Accountant: Tax Tips & Blockchain Technologies

Rory and Arrowroot Family Office VP Daniel Casey are joined by The Blockchain Accountant, David Spencer from DKS Tax and Consulting to discuss recent events in blockchain and how to navigate the young but exciting space. They discuss various crypto tax implications, how to maximize income from crypto investments, and the importance of record keeping. The three avoid jargon by utilizing simple analogies in order to allow the everyday person to understand complex blockchain and crypto concepts. Discover diverse ways that crypto is being used like a dividend and how blockchain technology is revolutionizing the way we conduct commerce.

Connect with Rory Henry

Connect with Daniel Casey

Connect with David Spencer

Learn more about Arrowroot Family Office

If you are interested in contacting David, you can reach him here:

Website: DKS Tax and Consulting

5/5
Share on facebook
Share on twitter
Share on linkedin
Share on reddit
Share on email

DON'T LOSE YOUR BUSINESS
BOOK TO AUTOMATION OR
FINANCIAL ADVISORS.

WHAT LEVEL
WEALTH MANAGEMENT
FIRM ARE YOU?

Level 1

Level 2

Level 3

OUR IDENTITY

Wealth Management Forward was founded by professionals with diverse financial backgrounds and tenures with Actua, Aspirant, Bear Stearns, J.P. Morgan, Lazard, OpenGate Capital, Nuveen Investments, Platinum Equity, Smith Barney, TA Associates, UBS, Schwab & Thorofare Capital.

It was created to bring a new perspective to the way people do business without the fear of losing clients to automation. We are a holistic Wealth Management firm dedicated to providing independent advice to clients. We believe in forming the best relationships and treat every client equally because your success story is our Unique Selling Point.

At WMF, we offer a strategy that includes comprehensive financial, estate, tax planning, and asset and liability management. We also leverage our team of best-in-class professionals armed with cutting-edge technology and an extensive understanding of your unique needs. This enables us to provide efficient and transparent solutions.

IMPLEMENT THESE SERVICES
THROUGH OUR PROGRAM

ACCESS OUR FAMILY OFFICE LEVEL OF CARE BY IMPLEMENTING ANY OF
THE FOLLOWING SERVICES. YOU DESERVE THE BEST COMPANIONS IN YOUR
BUSINESS JOURNEY; THAT IS WHY ARROWROOT FAMILY OFFICE WEALTH
MANAGEMENT FORWARD IS HERE FOR YOU.

Financial Planning

Investment Advisory

Life Insurance

Estate Planning

DOWNLOAD OUR PLAYBOOK

* By signing up, you will also receive occasional email updates.

Leave a Reply

DOWNLOAD OUR PLAYBOOK