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Top Considerations for Businesses Transacting in Bitcoin and Cryptocurrencies


Available Date(s)
Tuesday, July 13, 2021: 4:00PM EDT
Wednesday, August 11, 2021: 4:00PM EDT
Thursday, September 09, 2021: 4:00PM EDT

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Information Technology
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Any organization holding or transacting in Bitcoin or other cryptocurrencies must make efforts to secure those digital assets. Internal controls are the procedures that keep a business organization secure and operating effectively. They allow entities to ensure compliance with laws and regulations, prevent fraud, and ensure the reliability of the entity’s financial reporting. Any company considering transacting or trading in digital assets should perform a full assessment of the risks associated with them. 

Attendees will learn valuable information to advise their clients operating in or considering operating in the brave new world of Bitcoin and other digital assets.

Learning Objectives:

  • Identify cryptocurrency basics

  • List an introduction to internal controls and environments

  • Demonstrate wallets and separation of duties

  • Identify financial and tax reporting

  • Recall IT security

  • Define a regulatory environment


Mark DiMichael, a partner in the valuation and forensic services department, specializes in litigation support and valuation services. His expertise includes divorce litigation, economic damages analysis, fraud investigation, cryptocurrency, white-collar criminal defense, and business appraisals. Mark has prepared and rebutted expert reports and has experience working with companies in a wide range of industries. He has also provided expert testimony related to economic damages.


David Rosenbaum is a principal at Citrin Cooperman. He has more than 40 years of experience in the information technology field and is a third-generation entrepreneur.

David served as CEO, president, and chief technologist at RCS, which joined Citrin Cooperman in 2015. He founded RCS in 1982 to bring Fortune 500-level technical services to small and midsized firms, combined with an absolute commitment to the principles of professionalism, ethics, and trust.

Before forming RCS, David enjoyed a successful career on Wall Street managing and building front- and back-office cutting-edge technology systems for various prestigious clients, including Merrill Lynch, Chase Manhattan Bank, and First Wall Street Corporation.

David has consulted on business issues related to technology for many organizations, including privately held and publicly traded companies. He has particular expertise advising both domestic and international companies with multiple operating offices or locations.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides

NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Citrin Cooperman is a top-25 nationally recognized full-service assurance, tax, and advisory firm with offices conveniently located throughout the United States, in addition to locations in the United Kingdom, India, and the Cayman Islands. Since 1979, the firm has steadily built their business by helping companies and high net worth individuals find smart solutions. Whether operations and assets are located around the corner or across the globe, Citrin Cooperman can provide new perspectives on strategies that will help clients achieve short and long-term goals.