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FinTech and Qualified Matching Tax Services

FinTech University Series

Continuing the FinTech University series, join Richard Levin, chair of Nelson Mullins’ FinTech and Regulation Practice, and Nelson Mullins attorneys Tim Wagner and Bobby Wenner for “FinTech and Qualified Matching Tax Services.” In this one-hour session, they will examine how FinTech is tied into tax preparation services and what FinTech users need to know when using it to pay taxes.

Levin leads the firm's FinTech and Regulation Practice. He advises clients on corporate, FinTech, securities, and regulatory issues.

Wagner represents individuals and businesses in all aspects of tax controversy matters, as well as corporate transactions and tax planning, and general business advice. He represents clients in federal and state tax audits, tax litigation, and federal and state tax collection matters. He advises and provides counsel on both foreign and domestic tax compliance, voluntary disclosure matters, excise tax issues, tax fraud, and other white-collar cases. 

Wenner focuses on the representation of financial technology companies working with blockchain, tokenization, digital assets, and cryptocurrencies, including broker-dealers, alternative trading systems (ATS), digital asset and currency trading platforms, digital asset issuers and custodians, securities exchanges, and derivatives trading platforms, including swap execution facilities.

Continuing Legal Education (CLE) credit application submitted in the following states: CA, CO, FL, GA, IL, NC, NJ, NY, OH, PA, SC, TN, VA

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Tuesday, April 9, 2024

2 - 3 p.m. EDT