Subject Matter Expertise

Should Cryptoassets Be a Part of a Client’s Portfolio?​

by Ryan Firth, CPA, CCFC; Bobby Henebry, CFA; and Tyrone V. Ross Jr.

This article was published by the Journal of Financial Planning and is geared towards financial planning professionals. It discusses the merits of advising clients on crypto investing.

Subject Matter Expertise

Cryptocurrencies: Issues and Best Practices

By Ryan Firth, CPA

This article was published by the Journal of Financial Planning and discusses crypto-related matters financial planners should consider when working with clients who hold these types of digital assets. 

Subject Matter Expertise

Cryptocurrencies: What Every Tax Practitioner and Financial Planner Should Know
By Ryan Firth, CPA
The purpose of this article, which was published by TXCPA Houston, is to inform you of some of the issues your clients might face from a tax compliance and financial planning perspective.

Subject Matter Expertise

AICPA Personal Financial Planning Section podcast with guests Ryan Firth, CPA & Shehan Chandrasekera, CPA.

Your clients may be curious about cryptocurrency, and you want them to come to you for guidance on navigating this nuanced asset. In this podcast, “crypto” enthusiasts and practitioners share valuable insights and planning considerations that you should be aware of when advising individual or business owner clients, including:

• Tax considerations and guidance from the IRS

• Types of “crypto” clients

• Risks of investing in cryptocurrencies

• Best practices and planning strategies when advising clients

Media Mentions

Journal of Accountancy

• Office Fridge Etiquette

U.S. News & World Report​

• 4 Ways Coverdell ESAs Differ from 529 Plans

CNN Business

• The best way to cut your stock market losses

FitSmallBusiness.com

• Top 25 Questions to Ask a Financial Advisor During Financial Planning

Policygenius​​

• Easy Money: How to set up a 529 college savings plan

• The 3 worst career moves you can make for your money

• Easy Money: How to open an IRA

• How to roll over a 401(k)

• Should you tap your retirement account for a down payment on a home?

• Money milestones: How to pay for your child's college education

The Simple Dollar​

• When Your Spouse’s 401(k) Is the Better Plan

LendingTree​​

• How Do I Preserve Equity in My Home During a Divorce?

Next Avenue

• Should You Get a Second Mortgage to Pay for College?

Consumer Reports

• Money-Smart Gifts for College Grads