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Digital Assets Reporting Update: Spring/Summer 2025

CPE 1.0

Webcast

Webcast overview

On June 28, 2024, the U.S. IRS and Treasury released the final digital asset tax reporting regulations, quickly followed by additional drafts of Form 1099-DA. In December 2024, we witnessed the introduction of Decentralized Finance (DeFi) regulations, which were subsequently repealed via the Congressional Review Act (CRA) in 2025. Despite these changes, the industry has continued to make significant strides in implementing the new requirements. It is worth taking the time to assess where organizations stand and what lies ahead.

KPMG LLP is pleased to invite you to this sixty-minute webcast hosted by professionals from KPMG, Ledgible, and Thomson Reuters. This webcast will delve into the essential aspects of where the industry stands in Spring/Summer 2025. The topics covered will include:

  • Regulatory Updates: The latest on regulations, Executive Orders, and the current state of the rules.
  • Industry Focus: Where the industry has concentrated its efforts and the progress made.
  • Global Requirements: An overview of international standards and compliance.
  • Future Expectations: Closing thoughts on the evolving nature of digital asset reporting.

Continuing education

There will be one continuing professional education (CPE) credit available to participants who participate in the live webcast and meet the eligibility requirements. The webcast will last approximately one hour.

After registering for this event, you will receive webcast log‑in instructions (or dial in for audio‑only participation).

CPE credit is not available for viewing webcast replay.

Meet our webcast team

Image of Philip Garlett
Philip Garlett
Managing Director, Information Reporting & Withholding Tax, KPMG US
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Image of Jessalyn Dean
Jessalyn Dean
VP of Tax Information Reporting, Ledgible
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Image of Jessalyn Dean

Jessalyn Dean

VP of Tax Information Reporting, Ledgible

Jessalyn Dean is Ledgible's VP of Tax Information Reporting (TIR). She has been in the field of tax for 20 years but focused exclusively on customer and investor tax reporting for the last 11 years. She enables Ledgible and its clients to navigate solving complex tax cost basis and information reporting (e.g. Forms 1099) problems in practical, efficient, and compliant ways. She previously led in-house design and oversight of TIR operating models at OppenheimerFunds mutual fund manager and more recently one of the top 10 global crypto exchanges, in addition to her time as an advisor with PwC in the US, Ireland, and the Netherlands.
Image of Tomer Siegal
Tomer Siegal
Sr. Product Manager, ONESOURCE Tax Information Reporting (OTIR), Thomson Reuters
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Image of Tomer Siegal

Tomer Siegal

Sr. Product Manager, ONESOURCE Tax Information Reporting (OTIR), Thomson Reuters

Tomer specializes in Tax Technology and is currently the Sr. Product Manager for ONESOURCE Tax Information Reporting. He has been working for Thomson Reuters since 2016 and has 14 years of experience in Tax Information Reporting.

Previously Tomer worked as a consultant at EY in the Tax Reporting Operations Advisory practice, where he served as a Subject Matter Expert for Tax Information Reporting and Withholding and tax technology projects.

His expertise focuses on Product Management, Tax Technology, and Tax Operations. ​

Tomer graduated from the College of Management, near Tel Aviv with an MBA in Finance. 
Image of Philip Garlett
Philip Garlett
Managing Director, Information Reporting & Withholding Tax, KPMG US
Read bio
Image of Jessalyn Dean
Jessalyn Dean
VP of Tax Information Reporting, Ledgible
Read bio
Image of Jessalyn Dean

Jessalyn Dean

VP of Tax Information Reporting, Ledgible

Jessalyn Dean is Ledgible's VP of Tax Information Reporting (TIR). She has been in the field of tax for 20 years but focused exclusively on customer and investor tax reporting for the last 11 years. She enables Ledgible and its clients to navigate solving complex tax cost basis and information reporting (e.g. Forms 1099) problems in practical, efficient, and compliant ways. She previously led in-house design and oversight of TIR operating models at OppenheimerFunds mutual fund manager and more recently one of the top 10 global crypto exchanges, in addition to her time as an advisor with PwC in the US, Ireland, and the Netherlands.
Image of Tomer Siegal
Tomer Siegal
Sr. Product Manager, ONESOURCE Tax Information Reporting (OTIR), Thomson Reuters
Read bio
Image of Tomer Siegal

Tomer Siegal

Sr. Product Manager, ONESOURCE Tax Information Reporting (OTIR), Thomson Reuters

Tomer specializes in Tax Technology and is currently the Sr. Product Manager for ONESOURCE Tax Information Reporting. He has been working for Thomson Reuters since 2016 and has 14 years of experience in Tax Information Reporting.

Previously Tomer worked as a consultant at EY in the Tax Reporting Operations Advisory practice, where he served as a Subject Matter Expert for Tax Information Reporting and Withholding and tax technology projects.

His expertise focuses on Product Management, Tax Technology, and Tax Operations. ​

Tomer graduated from the College of Management, near Tel Aviv with an MBA in Finance. 

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