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Brian Whalen CPA

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From Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsS3E4 - What Every CFO Should Know About On-Chain PayrollIn this episode of Niche to Necessity, host Taylor Zork sits down with Hugo Finkelstein, co-founder and CEO of Rise, the pioneering hybrid payroll platform built for the future of work.๐Ÿ’ก Whether youโ€™re a CFO, founder, or finance leader, this episode breaks down what you really need to know about integrating on-chain payroll, staying compliant, and leveraging crypto and stablecoins to streamline global operations.๐Ÿ“Œ Youโ€™ll learn:- Why hybrid payroll (fiat + crypto) is the future of global teams- How Rise handles compliance at an enterprise levelโ€”even as a startup- The imp...2025-04-0236 minFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsS3E3 - Understanding New Crypto Reporting Requirements with Phil GaudianoWelcome to another insightful episode of "From Niche to Necessity: Tax & Accounting for Web3 and Digital Assets." Today, host Taylor Zork, CPA, is joined by Phil Gaudiano, co-founder of Chainwise CPA and Chainwise Crypto Academy. In this episode, Phil dives deep into the upcoming 1099 reporting requirements slated for 2025, stemming from the 2021 infrastructure bill. He discusses the impact these will have on centralized and decentralized crypto actors and how the new form 1099 DA could complicate the process for taxpayers. Phil also sheds light on the challenges associated with wallet-by-wallet reporting and the shift from a universal perspective to individualized reporting...2025-02-2619 minFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsS3E2 - Financial Forensics Meets Blockchain with Dorothy HaraminacJoin host Taylor Zork, CPA, as he sits down with Dorothy Haraminac, founder of YBR Consulting and a leading expert in blockchain forensics. In this episode, Dorothy unpacks the complexities of crypto asset tracing, financial forensics in Web3, and presenting blockchain evidence in court.Discover how traditional financial investigations differ from blockchain forensics, the challenges of incomplete data, and common methods for hiding crypto assets. Dorothy also shares expert advice for professionals looking to break into the field.Whether you're a tax professional, forensic accountant, or simply curious about digital asset investigations, this episode...2025-02-2056 minFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsS3E1 - Simplifying Tax and Accounting for Crypto Assets with Chandan LodhaWelcome to another insightful episode of "From Niche to Necessity: Tax & Accounting for Web3 and Digital Assets." Today, we're thrilled to host Chandan Lodha, the co-founder of CoinTracker. In this engaging conversation, Chandan shares fascinating insights into CoinTracker's evolution from its humble beginnings as a personal pain point to a pivotal tool supporting over two and a half million crypto users. Together with host Taylor Zork, CPA, they delve into the complexities of crypto tax reporting, the challenges posed by the rapid pace of industry change, and the innovative solutions CoinTracker is rolling out in response, including new features...2025-02-0557 minFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsS2E6 - Building Costa Ricaโ€™s Bitcoin Economy: A Conversation with Pura Vida BitcoinIn this episode of Niche to Necessity, we dive deep into the exciting world of Bitcoin adoption in Costa Rica. Join host Taylor Zork as he interviews Joshua Pooley, the head of business development at Pura Vida Bitcoin, a company working to revolutionize the financial infrastructure of Costa Rica through Bitcoin. From navigating the challenges of local banking systems to creating a seamless Bitcoin economy, Josh shares insights on how his team is fostering financial freedom for locals, tourists, and businesses alike. Whether you're curious about Bitcoin's real-world applications or passionate about crypto, this conversation offers a fascinating look...2024-10-0941 minFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsS2E5 - Mastering Web3 Finance: A Conversation with Acctualโ€™s Atikh Bana and Issa HassanIn this episode of From Niche to Necessity, host Taylor Zork, CPA, sits down with Acctual co-founders Atikh Bana and Issa Hassan to discuss the future of finance in the Web3 space.Acctual is revolutionizing accounts payable (AP) and accounts receivable (AR) management by offering seamless crypto payment solutions for businesses navigating the complexities of digital assets. Whether you're deep in Web3 or just starting to explore it, youโ€™ll gain valuable insights into how stablecoins, decentralized payments, and tools like Acctual are transforming traditional financial operations.Learn how companies are using Web3 technologies to st...2024-09-1728 minFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsS2E4 - Robbie Heeger Explores the Future of Crypto Philanthropy with EndaomentThe latest episode of "From Niche to Necessity: Tax & Accounting for Web3 and Digital Assets" features an incredible conversation with Robbie Heeger, President and CEO of Endaoment. For anyone interested in how blockchain technology can revolutionize nonprofit and philanthropic efforts, this episode is an absolute must-listen.Here are three key takeaways from our conversation with Robbie:- Innovative Philanthropy: Robbie explains how Endaoment is transforming the way we give to charity through blockchain technology, making it transparent, accountable, and efficient. Imagine a world where your charitable donations are publicly trackable and verifiable!...2024-07-1650 minFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsS2E3 - Enterprise Digital Assets: A Conversation with Bitwave's Patrick WhiteJoin us on "From Niche to Necessity: Tax & Accounting for Web3 and Digital Assets," for a deep dive into the world of tax and accounting for Web3 as our host Taylor Zork, CPA speaks with our esteemed guest, Patrick White, Co-Founder and CEO of Bitwave.Explore the complexities of cryptocurrency accounting, the challenges of large-scale transaction data, and the latest solutions from Bitwave for enterprise digital asset management. Gain insights into how Bitwave is revolutionizing the financial space, the role of programmable payments in supply chains, and how enterprises can navigate the digital asset industry with ease.2024-04-0351 minFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsS2E2 - Vijay Pravin: AI-Enhanced NFT data with bitsCrunchIn this episode of "From Niche to Necessity: Tax & Accounting for Web3 and Digital Assets," host Taylor Zork, CPA, sits down with special guest Vijay Pravin, the founder and CEO of bitsCrunch.Vijay shares his journey into the crypto space and the creation of bitsCrunch, an AI tool for on-chain analytics, specifically for NFTs and ERC-20 tokens. They discuss the role of AI in crypto analytics, the impact of blockchain data on crypto accounting and valuation, and the future of bitsCrunch in the evolving crypto space. Tune in as they discuss how they're using AI...2024-03-2722 minFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsS2E1 - Better Blockchain Data: A Conversation with Noves CEO Ben RoyIn this episode of "From Niche to Necessity: Tax & Accounting for Web3 and Digital Assets," host Taylor Zork, CPA, is joined by Ben Roy, CEO and founder of Noves. They discuss how Noves is simplifying blockchain data and making it more accessible. Ben shares his journey in the crypto space and explains the challenges of working with on-chain data. They delve into how on-chain tools are being designed and adopted, and the potential trends in the upcoming bull market. They also explore the challenges faced by crypto CFOs and the roadmap for Noves, including new functionalities for their tools...2024-03-1323 minFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsS1E15 - Nik Fahrer | FORVISIn this dynamic episode of "From Niche to Necessity: Tax & Accounting for Web3 and Digital Assets," host Taylor Zork, CPA, takes listeners on an enlightening journey into the complex realm of crypto accounting and digital asset management. Joining Taylor is Nik โ€˜Crypto Nikโ€™ Fahrer, a leading authority in digital assets at Forvis.Nik unravels the intricate challenges that accountants face in this fast-paced sector, from the haze of regulatory uncertainties to the distinctive hurdles of DeFi and NFTs. His extensive experience offers a wealth of insights, making this episode a must-listen for anyone navigating the...2024-01-1954 minFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsS1E14 - Amber Welch | Finsuite Consulting GroupIn this insightful episode, host Taylor Zork, CPA, is joined by the ever-inspiring Amber Welch, co-founder of Finsuite Consulting and trailblazer in the Web3 community. Amber unearths a treasure trove of knowledge, combining her expertise in computer science and accounting to illuminate the transformation of the finance sector through Web3 and digital assets.As we navigate the intricate pathways toward integrating blockchain technology into mainstream finance and accounting, Amber's pioneering work at Finsuite and her empowering podcast, HackHERZ, are at the forefront of shaping an inclusive and innovative future.Tune in to absorb Amber's invaluable...2024-01-0955 minFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsS1E13 - Lourdes C. Miranda | FinTech Advisory GroupIn this captivating episode, we dive deep into the intricate world of crypto compliance and investigations. Our special guest, Lourdes C. Miranda, CAMS, CCFI, CEIC, CFE, CRC, CTCE, FIS, PI, Chief Compliance Officer, and Chief Consultant at Fintech Advisory Group, shares her extensive experience in the crypto realm, dating back to 2017.๐ŸŒ Key Highlights of the Episode:Evolving Landscape of Cryptocurrency: Discover the significance of staying informed and compliant in the ever-changing global cryptocurrency landscape.Insider Knowledge & Tech Tools: Lourdes discusses the essential tech tools and her role in ensuring compliance across multiple platforms.Global Jurisdiction & Cha...2023-11-2856 minFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsS1E12 - Rustin & Daniel | CoastOn this episode of "From Niche to Necessity: Tax & Accounting for Web3 and Digital Assets" we feature Rustin Cavel and Daniel Durning the founders of COAST, a beneficiary service that uses smart contracts to help pass on your digital assets to loved ones.Here are 3 key takeaways from the discussion:1 Coast aims to bridge the gap between traditional finance and decentralized finance by offering beneficiary services for digital assets. Just like in traditional finance, where you can name beneficiaries for your bank accounts or 401(k), Coast allows you to designate beneficiaries for your digital assets held...2023-10-0418 minFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsS1E11 - William Grant | Integral๐ŸŽ™๏ธ New Podcast Episode Alert! ๐ŸŽ™๏ธIn this episode of "Niche to Necessity," join Taylor Zork, CPA, and special guest William Grant as they explore the world of crypto accounting and finance. ๐Ÿ“ˆ๐Ÿ’ฐ๐ŸŽง In this episode, we take a deep dive into the challenges and opportunities in the Web3 space. We discussed how Integral is empowering Web3 organizations in crypto accounting, revenue recognition, NFT collection management, capital gain loss calculations, audit, compliance reports, and more! ๐Ÿ“ˆ๐Ÿ”‘ Key Takeaways from the episode:1๏ธโƒฃ The importance of solid financial back offices and reporting in the crypto industry.2๏ธโƒฃ The fundamental challenges faced by C...2023-09-0628 minFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsS1E10 - Anton Golub | Pazar๐ŸŽ™๏ธ New Podcast Episode Alert! ๐ŸŽ™๏ธIn this episode of "Niche to Necessity," join Taylor Zork, CPA, and special guest Anton Golub as they explore the world of crypto accounting and finance. ๐Ÿ“ˆ๐Ÿ’ฐDiscussion Highlights:- Anton's journey from traditional finance to the blockchain industry. ๐Ÿš€- The significance of liquidity, market making, and market microstructure in the crypto landscape. ๐Ÿ’ง๐Ÿ’น- How these factors impact accounting, tax compliance, and financial reporting. ๐Ÿ“Š๐Ÿ’ผ- The evolving regulatory landscape for crypto businesses and its influence on accounting and tax considerations. ๐Ÿ“š๐Ÿงพ- The need for clear regulations tailored to the crypto industry to ensure oper...2023-06-1930 minFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsS1E9 - Sukesh Tedla | Kryptoskatt๐ŸŽ™๏ธ New Podcast Episode Alert! ๐ŸŽ™๏ธJoin us in the latest episode of "From Niche to Necessity: Tax & Accounting for Web3 and Digital Assets," presented by CryptoCFOs. This time, Taylor Zork, CPA/MBA has a fascinating conversation with Sukesh Tedla, the CEO, and Founder of Kryptoskatt.In this informative discussion, Tedla unravels the intricacies of DeFi, NFT market, and crypto taxation, sharing crucial advice to help you understand and manage digital assets better.Key takeaways from the episode:๐Ÿ”น Navigating the Challenges in DeFi and NFT Market: Understand the complexities of a crowded market, and learn how to...2023-06-0519 minFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsS1E8 - Antoine Scalia | Cryptio๐ŸŽ™๏ธ New Podcast Episode Alert! ๐ŸŽ™๏ธWe're excited to share the latest episode of "From Niche to Necessity: Tax & Accounting for Web3 and Digital Assets," presented by CryptoCFOs where we dive into the complex world of crypto accounting.In this episode, Taylor Zork, CPA/MBA is joined by Antoine Scalia, founder, and CEO of Cryptio, who shares valuable insights on navigating the challenges of accounting in the digital assets industry.Key takeaways from the episode:๐Ÿ”น Education is Key: Gain hands-on experience and deepen your understanding...2023-05-0128 minFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsS1E7 - Joe David | Nephos Group / Myna๐Ÿš€ Welcome to the Latest Episode of From Niche to Necessity: Tax & Accounting for Web3 and Digital Assets! ๐Ÿš€๐ŸŽ™๏ธ We're thrilled to have a very special guest joining us from the United Kingdom, the incredible Joe David! Joe is the founder and CEO of both Nephos Group and Myna, companies that are making waves in the tech startup and cryptocurrency space by providing top-notch accounting and financial services. ๐ŸŒŠ๐Ÿ’ผ๐Ÿ”ฅ In this captivating conversation, Joe shares his extensive knowledge about the world of cryptocurrency and accounting. We'll cover a range of hot topics, including the critical importance of research in the crypto space...2023-04-2429 minFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsS1E6 - Blake Oliver, CPA | Earmark๐Ÿš€ Welcome to a Game-Changing Episode of From Niche to Necessity: Tax & Accounting for Web3 and Digital Assets! ๐Ÿš€๐ŸŽ™๏ธ Join us as we sit down with the trailblazing Blake Oliver, CPA, who's revolutionizing the world of accounting and Continuing Professional Education (CPE) with his innovative startup, Earmark! ๐Ÿ’ก๐Ÿ”ฅ In this electrifying conversation, our host Taylor Zork, CPA and Blake dive into the art of repackaging accounting for MAXIMUM value. Discover how accounting pros can zero in on the numbers that truly matter to people and make a lasting impact!ย ๐ŸŽง But wait, there's more! Earmark is transforming the way CPAs and prof...2023-04-1713 minFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsS1E5 - Harry Shurek | The Crypto AccountantOn this episode of From Niche to Necessity: Tax & Accounting for Web3 and Digital Assets, Taylor Zork invites guest Harry Shurek, owner of The Crypto Accountant, to share how he entered the crypto industry. They discuss the shortage of accountants with specialized knowledge in both cannabis and crypto, as these industries continue to grow. Harry also introduces his accounting firm, which has grown to service high-profile clients with 25 staff members, over half of whom are CPAs. They also discuss the challenges of managing investments in the crypto space and the need for specialized knowledge in the industry. In addition...2023-04-1131 minFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsS1E4 - Jason Meyers | AuditchainIn this episode, Taylor interviews Jason Meyers, the lead architect for Auditchain, a company pioneering "proof of state" to increase transparency and efficiency in financial reporting for public companies. Jason explains how the Auditchain Protocol differs from other blockchain-based platforms in the finance industry and how it enables real-time financial reporting and auditing for businesses and organizations. He also discusses the specific benefits that the Auditchain Protocol offers to accounting and tax professionals, including increased efficiency and effectiveness in their work. Additionally, Jason shares his insights on the impact of the Auditchain Protocol on the traditional finance and DeFi...2023-03-3131 minFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsS1E4 - Jason Meyers | AuditchainIn this episode, Taylor interviews Jason Meyers, the lead architect for Auditchain, a company pioneering "proof of state" to increase transparency and efficiency in financial reporting for public companies. Jason explains how the Auditchain Protocol differs from other blockchain-based platforms in the finance industry and how it enables real-time financial reporting and auditing for businesses and organizations. He also discusses the specific benefits that the Auditchain Protocol offers to accounting and tax professionals, including increased efficiency and effectiveness in their work. Additionally, Jason shares his insights on the impact of the Auditchain Protocol on the traditional finance and DeFi...2023-03-2734 minFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsS1E3 - Dr. Sean Stein Smith DBA, CPAIn this episode, Taylor interviews Dr. Sean Stein Smith, an assistant professor at Lehman University and a renowned accounting thought leader. The conversation focuses on the challenges of communicating complex concepts related to the crypto industry to non-specialist audiences, and the key takeaways that Dr. Stein Smith strives to impart in his lectures on crypto accounting.Dr. Stein Smith also shares his insights on the biggest challenges facing the accounting profession in relation to the rapidly evolving crypto industry, and how these challenges can be addressed in the coming years. He also discusses the most important considerations...2023-03-0721 minFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsS1E2 - Sharon Yip CPA | Polygon Advisory GroupIn this second episode of "From Niche to Necessity: Tax & Accounting for Web3 and Digital Assets", Taylor Zork CPA sits down with Sharon Yip CPA, a crypto tax expert and co-founder of Polygon Advisory Group, to explore the unique challenges of accounting for crypto assets for tax purposes.Sharon draws upon her experience as the owner of a tax practice that specializes in the crypto industry, shedding light on common mistakes made by individuals and businesses and highlighting the importance of hiring qualified professionals in the crypto industry.Sharon also provides insights into how...2023-02-2727 minFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsFrom Niche to Necessity: Tax & Accounting for Web3 and Digital AssetsS1E1 - Gil Hildebrand | Gilded FinanceIn the first episode of "From Niche to Necessity: Tax & Accounting for Web3 and Digital Assets," host Taylor Zork sits down with Gil Hildebrand of Gilded (Gilded.Finance). Taylor and Gil delve into the key considerations CFOs should keep in mind when tracking crypto financials. They also discuss Wallet Hygenie, the Gilded Accounting Partner Program, and so much more. Don't miss this enlightening conversation on the cutting edge of tax and accounting for Web3 and digital assets!2023-02-0923 minGet Audiobook in Business, Career SkillsGet Audiobook in Business, Career SkillsInsider Secrets to Making Money with CPA Marketing by James Taylor | Free AudiobookListen to full audiobooks for free on :https://hotaudiobook.com/freeTitle: Insider Secrets to Making Money with CPA Marketing Author: James Taylor, Brian A. Cliette Narrator: Michael Whalen Format: Unabridged Length: 30 mins Language: English Release date: 11-08-17 Publisher: Bull City Publishing, LLC Genres: Business, Career Skills Summary: Attention fellow entrepreneurs! Would you like to: Have you ever wanted to be able to make money from home over the Internet, but got tired of searching through all of the scams and get rich quick schemes to find the one program that actually works? Well, look no further because the turning...2017-11-0830 min