Access our in-house curated list of essential resources to navigate Web 3 and cryptocurrencies smartly.

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Live CPE Courses + Certifications

"The best explanation I've heard about cryptocurrencies in years! Wow!"  

My-CPE - Future of Blockchain Payments for Business - Visa, The Digital Dollar, and Beyond

CPA Academy - 5 Things Every CPA Should Know About Their Crypto Clients

Join over 4,000+ tax and accounting professionals learning about the big-picture impact!

CPA Crossing - Beginners Guide To Decentralized Finance (DeFi)

Intuit Accountants Community - Blockchain Technology & Cryptocurrencies - Disrupting Business as Usual


Portfolio & Tax Tracking

Should five percent appear too small. Be thankful I don't take it all. 'Cause I'm the taxman. Yeah, I'm the taxman. If you try to sit, I'll tax your seat. If you get too cold, I'll tax the heat. If you take a walk, I'll tax your feet. 'Cause I'm the taxman. Yeah, I'm the taxman. - The Beatles, Taxman 1966

Accointing - Features a comprehensive US Tax Guide. Accointing Crypto Tax Advisor Network (ACTAN) is a group of top accountants and tax experts around the globe helping crypto traders with a complete solution for their crypto tax filing needs. Work in collaboration with your client and file their crypto taxes faster than ever.

Zen Legder - Simplifying DeFi, NFT, and Crypto Taxes for Investors and Tax Professionals. Easily track your trades, see your profits, and never overpay on your crypto taxes again. ZenLedger’s tax-loss harvesting tool automatically analyzes your trade history and provides a list of tax savings opportunities to take advantage of before the annual December 31st deadline.

Coin Tracker - Automated portfolio and tax tracking. View your market value, investment performance, and portfolio allocation in real-time. CoinTracker automatically optimizes cost-basis accounting methods and enables you to tax-loss harvest your portfolio to save thousands per year. CoinTracker helps you become fully compliant with cryptocurrency tax rules.


Hardware To Store Cryptocurrencies

Ledger Nano - The most popular cold wallet across exchanges and DeFi apps.
Intuitive crypto wallet - perfect for beginners and veterans alike. Features a secure certified chip (CC EAL5+). Manage all your assets like Bitcoin, Ethereum & tokens on the go. The Ledger Nano X connects to your phone with Bluetooth.

Trezor - A market-leading competitor to Ledger Nano. Compare both to determine which will meet your requirements.


Good Reads About Cryptocurrencies and Taxes

Decrypting Crypto Taxes: The Complete Guide to Cryptocurrency and NFT Taxation - Find answers to 35 frequently asked questions about crypto taxes - liquidity pools, nodes, NFTs, the best accounting method for your trading strategy, and more, written by an accountant active in crypto.

A Short & Happy Guide to Bitcoin, Blockchain, and Crypto - This book gives students, entrepreneurs, lawyers, policymakers, and anyone curious about blockchain and crypto an introduction to what has become the most valuable innovation of the 21st century.

Foresight Investing: A Complete Guide to Finding Your Next Great Trade - Fortunes can be made by finding "the next big thing". Some of the best investments over the past few years came from Silicon Valley. Over the next decade, we'll see even bigger opportunities from the internet of things (IoT), 5G, augmented reality, cryptocurrencies, automation, artificial intelligence, longevity science, and new sources of energy.


Beginner Guides

"Educating people is one of the greatest forms of generosity."

A Quick Crypto Guide for Busy CPAs - 6 Ways Crypto is Making Accounting More Complex and More Profitable.

Decrypt Learn - There are excellent and simple articles featuring every topic you want to know about blockchain, Web 3, and cryptocurrencies.

Cointelegraph How To - An eclectic library of how-to guides, news, and strategies.

Coindesk Learn - A vast library of beginner to advanced guides, videos, trending news for cryptocurrencies, blockchain technology, and Web 3.

Bitcoin.org - This white paper is the genesis of cryptocurrency. A must-read.


Global Market Research

Traders and investors who understand annual seasonal probability are already at a great advantage. Many millions and indeed billions of dollars are made using seasonality, and we harness this. Cash in profits before swings are taken out or manage risk more effectively. - Andrew Pancholi

Market Timing Report - The global economy plays a critical role in how bullish or bearish all financial markets, including cryptocurrencies, will be for the year ahead. One of the best all-market financial forecast reports we've researched. We rely on Andrew Pancholi's forecasts to aid our crypto strategies to make smart money moves before the Mega Whales surge or drop the financial markets.


Bitcoin Shopping Rewards

Lolli - Earn up to 30% back in Bitcoin rewards or cash when you shop at global online stores including Turbo Tax, Nike, Bloomingdales, Expedia, Go Daddy, Gap, Priceline, Chewy, Staples, Marriott, Saks Fifth Ave, Sam's Club, VRBO, Ebay, Grub Hub, Hilton and 1,000's more. Earn Bitcoin without having to buy Bitcoin...easy!


Trading Tools & Analytics

Without that volatility, you can't have compounded annual returns of 230%. Volatility is your friend. It's a feature that drives the risk-reward. - Raoul Pal on Bitcoin


Trading View - Essential to trading and investing in the volatility of cryptocurrencies. Each coin has its own price action history, temperament, pattern, and trajectory. A mission-critical technical analysis tool for anyone serious about investing and trading in cryptocurrencies.

Lunar Crush - Crypto is 80% psychological and 20% technical. Knowing the global emotional sentiment of your favorite coins is essential for knowing when a coin is falling into or out of favor with Crypto Twitter. Hive mentality encourages irrational decisions, so it's best to know when the hive is fluxing between extreme greed and extreme fear.

Coingecko - A reliable go-to resource for researching coins. The 'Publication' and 'Resource' menu contain a wide range of reports, books, newsletters, and guides.

You now have plenty of knowledge reservoirs to start discovering, learning, and exploring. We'll update this page and alert all subscribers as important tools and resources come along.