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Digital Assets Reporting Update: Spring/Summer 2025

CPE 1.0

Webcast

Webcast overview

On June 28, 2024, the U.S. IRS and Treasury released the final digital asset tax reporting regulations, quickly followed by additional drafts of Form 1099-DA. In December 2024, we witnessed the introduction of Decentralized Finance (DeFi) regulations, which were subsequently repealed via the Congressional Review Act (CRA) in 2025. Despite these changes, the industry has continued to make significant strides in implementing the new requirements. It is worth taking the time to assess where organizations stand and what lies ahead.

乐鱼（Leyu）体育官网 LLP is pleased to invite you to this sixty-minute webcast hosted by professionals from 乐鱼（Leyu）体育官网, Ledgible, and Thomson Reuters. This webcast will delve into the essential aspects of where the industry stands in Spring/Summer 2025. The topics covered will include:

  • Regulatory Updates: The latest on regulations, Executive Orders, and the current state of the rules.
  • Industry Focus: Where the industry has concentrated its efforts and the progress made.
  • Global Requirements: An overview of international standards and compliance.
  • Future Expectations: Closing thoughts on the evolving nature of digital asset reporting.

Continuing education

There will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour.

After registering for this event, you will receive webcast log鈥慽n instructions (or dial in for audio鈥憃nly participation).

CPE credit is not available for viewing webcast replay.

Meet our webcast team

Image of Philip Garlett
Philip Garlett
Managing Director, Information Reporting & Withholding Tax, 乐鱼（Leyu）体育官网 US
Read bio
Image of Jessalyn Dean
Jessalyn Dean
VP of Tax Information Reporting, Ledgible
Read bio
Image of Jessalyn Dean

Jessalyn Dean

VP of Tax Information Reporting, Ledgible

Jessalyn Dean is Ledgible's VP of Tax Information Reporting (TIR). She has been in the field of tax for 20 years but focused exclusively on customer and investor tax reporting for the last 11 years. She enables Ledgible and its clients to navigate solving complex tax cost basis and information reporting (e.g. Forms 1099) problems in practical, efficient, and compliant ways. She previously led in-house design and oversight of TIR operating models at OppenheimerFunds mutual fund manager and more recently one of the top 10 global crypto exchanges, in addition to her time as an advisor with PwC in the US, Ireland, and the Netherlands.
Image of Tomer Siegal
Tomer Siegal
Sr. Product Manager, ONESOURCE Tax Information Reporting (OTIR), Thomson Reuters
Read bio
Image of Tomer Siegal

Tomer Siegal

Sr. Product Manager, ONESOURCE Tax Information Reporting (OTIR), Thomson Reuters

Tomer specializes in Tax Technology and is currently the Sr. Product Manager for ONESOURCE Tax Information Reporting. He has been working for Thomson Reuters since 2016 and has 14 years of experience in Tax Information Reporting.

Previously Tomer worked as a consultant at EY in the Tax Reporting Operations Advisory practice, where he served as a Subject Matter Expert for Tax Information Reporting and Withholding and tax technology projects.

His expertise focuses on Product Management, Tax Technology, and Tax Operations. 鈥�

Tomer graduated from the College of Management, near Tel Aviv with an MBA in Finance.聽
Image of Philip Garlett
Philip Garlett
Managing Director, Information Reporting & Withholding Tax, 乐鱼（Leyu）体育官网 US
Read bio
Image of Jessalyn Dean
Jessalyn Dean
VP of Tax Information Reporting, Ledgible
Read bio
Image of Jessalyn Dean

Jessalyn Dean

VP of Tax Information Reporting, Ledgible

Jessalyn Dean is Ledgible's VP of Tax Information Reporting (TIR). She has been in the field of tax for 20 years but focused exclusively on customer and investor tax reporting for the last 11 years. She enables Ledgible and its clients to navigate solving complex tax cost basis and information reporting (e.g. Forms 1099) problems in practical, efficient, and compliant ways. She previously led in-house design and oversight of TIR operating models at OppenheimerFunds mutual fund manager and more recently one of the top 10 global crypto exchanges, in addition to her time as an advisor with PwC in the US, Ireland, and the Netherlands.
Image of Tomer Siegal
Tomer Siegal
Sr. Product Manager, ONESOURCE Tax Information Reporting (OTIR), Thomson Reuters
Read bio
Image of Tomer Siegal

Tomer Siegal

Sr. Product Manager, ONESOURCE Tax Information Reporting (OTIR), Thomson Reuters

Tomer specializes in Tax Technology and is currently the Sr. Product Manager for ONESOURCE Tax Information Reporting. He has been working for Thomson Reuters since 2016 and has 14 years of experience in Tax Information Reporting.

Previously Tomer worked as a consultant at EY in the Tax Reporting Operations Advisory practice, where he served as a Subject Matter Expert for Tax Information Reporting and Withholding and tax technology projects.

His expertise focuses on Product Management, Tax Technology, and Tax Operations. 鈥�

Tomer graduated from the College of Management, near Tel Aviv with an MBA in Finance.聽

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Insight
Webcast Replay Webcast Upcoming Listen Now From The Web

Digital Assets: From Crypto to Compliance

Digital assets based on blockchain technology have evolved at a remarkable rate, often outpacing regulations. But the rules are finally starting to catch up. Here鈥檚 what you need to stay ahead of both.

Read more
Insight
Webcast Replay Webcast Upcoming Listen Now From The Web

Digital Assets: An Evolving Frontier

Stay ahead of compliance complexity in crypto

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Insight
Webcast Replay Webcast Upcoming Listen Now From The Web

October 23, 2024 | Where to Start with Your Form 1099 Product Analysis for Digital Assets

This TaxWatch webcast outlines essential aspects of digital asset product analysis including objectives, components, and outcomes of a product analysis, as well as mapping the essential annual reporting data elements back to the analysis.

Read more
Information Reporting & Withholding Tax Services
Service
Webcast Replay Webcast Upcoming Listen Now From The Web

Information Reporting & Withholding Tax Services

Services to help comply with U.S. and foreign withholding and information reporting regimes.

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乐鱼（Leyu）体育官网. Make the Difference.


Some or all of the services described herein may not be permissible for 乐鱼（Leyu）体育官网 audit clients and their affiliates or related entities.

The information contained herein is of a general nature and is not intended to address the circumstances of any particular individual or entity. Although we endeavor to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No one should act upon such information without appropriate professional advice after a thorough examination of the particular situation. 乐鱼（Leyu）体育官网 LLP does not provide legal services.

The information contained herein is not intended to be 鈥渨ritten advice concerning one or more Federal tax matters鈥� subject to the requirements of section 10.37(a)(2) of Treasury Department Circular 230.

漏聽2025 乐鱼（Leyu）体育官网 LLP, a Delaware limited liability partnership and a member firm of the 乐鱼（Leyu）体育官网 global organization of independent member firms affiliated with 乐鱼（Leyu）体育官网 International Limited, a private English company limited by guarantee. All rights reserved.

For more detail about the structure of the 乐鱼（Leyu）体育官网 global organization please visit聽.

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