You know that moment when your trading app proudly announces:

“You sold 1,000 units of [ETF/Share]!” 

…and then tax time hits and suddenly your accountant (aka: me) is gently asking:

“Cool, but which 1,000 units? Was it the first ones I bought 20 years ago, or a mix of the ones I bought last year...

CRYPTO ASSETS

This is part one of a three-part series*

Part 1: Understanding and Managing Crypto Asset Investments

We’re seeing more and more of our clients needing to report on ownership of shares and crypto assets. This is because any dividends or income streams from ownership of these financia...