TDI Podcast: Crypto Tax Loopholes (#903)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 12 January 2025
⏱️ 59 minutes
🧾️ Download transcript
Summary
No rate cuts until maybe June now
Inauguration just days away – what is in store?
Guest – Pat Camuso – crypto tax specialist
NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)
Patrick Camuso is a CPA and the Founder of Camuso CPA, an industry-leading firm working closely with cryptocurrency investors and web3 businesses that was among the first CPA firms to specialize in crypto taxes back in 2016. As a pioneer in the field, Camuso CPA was also the first firm to accept cryptocurrency as payment, setting a forward-thinking example in the accounting profession.
Patrick is the host of The Financial Frontier podcast, where he explores the latest trends in crypto, tax, and finance. He also runs the Digital Asset Digest, a newsletter delivering insights on blockchain, digital assets, and tax compliance. Patrick is also the author of Navigating the NFT Sales Tax Maze, Wayfair 2.0 for Web 3.0, an essential resource for navigating sales tax in the digital asset space.
Learn More at http://www.ibkr.com/funds
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/
eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (BTCUSD), (ETHUSD), (META), (SPY), (XLE)
Transcript
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| 0:00.0 | This episode is sponsored by Interactive Brokers. And are you ready to put your predictions to the test? |
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| 1:13.6 | The Disciplined Investor is all about you, your money, and the markets. Sit back and get ready for this edition of the Discipline Investor Podcast. |
| 1:24.6 | This episode of The Discipline Investor is sponsored by Horowitz & Company. |
| 1:30.6 | If you're looking for a portfolio manager, look no further. |
| 1:34.2 | Horowitz and Company from seed through harvest, cultivating financial success. |
| 1:43.3 | Ouch! I mean, out! Rates on the rise, whacking stocks. |
| 1:47.6 | The employment report for December, surprisingly strong. |
| 1:50.5 | And some insights on the recent market action. |
| 1:54.1 | Our guest today is Pat Kumusu. |
| 1:57.3 | He is an expert on cryptocurrency taxation. |
| 2:00.8 | All this and much more on episode number 90 episode of the Disciplined Investor podcast. |
| 2:28.9 | So happy to be here, even though it is freezing down here in South Florida. |
| 2:33.3 | Well, not freezing, but in the 50s and 60s, listen, my heart, my thoughts, everything is going |
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