The 2026 Tax Test: Which Bitcoin CFOs Are Actually Prepared?

Most conversations about “Bitcoin for corporates” focus on strategy and ignore the part that actually gets deals approved: How will this look on our financials, our tax return, and in front of our auditors?

Bitcoin Treasuries is excited to share a new professional session with O21 Solutions founder Matt Agee and Bitment co‑founder Jordan Guess, focused on accounting and tax rules that apply when a business starts holding or using Bitcoin.

This webinar is built for finance leaders who want to move beyond theory and understand how a Bitcoin program works inside real‑world books and records.

O21 Solutions helps companies develop and implement Bitcoin-powered corporate strategies: Corporate culture and leadership. Bitcoin adoption and integration. Tailored research, analysis, and education. Customized frameworks and action plans. Treasury optimization and industry best practices. Bitcoin strategy development framework and process. Facilitated program delivery. High-quality Bitcoin-only Partner network.

What this session delivers for finance leaders

● Clear treatment of common scenarios. How to account for Bitcoin received as payment, when auto‑conversion to fiat is “just another cash sale,” and when keeping BTC requires explicit revenue and cost‑basis entries.

● A roadmap for treasury‑held BTC. When capital gains or losses apply, how to use FIFO vs. specific identification, and why businesses need a complete cost‑basis schedule across wallets and exchanges — not just whatever shows up on a 1099‑DA.

● Guidance on payroll and contractor payments in BTC. How paying in Bitcoin can create payroll expense, income tax, and capital‑gains consequences at the same time, and what to plan for before you flip that switch.

● Mining as a real business, not a tax gimmick. Why mining income is generally treated as ordinary income, which expenses can be deducted, and how to think about year‑one bonus depreciation versus years two through five.

● What new reporting really means. How to interpret the digital‑asset question on tax forms and the new 1099‑DA, and why Matt and Jordan still see the burden resting on internal accounting teams or specialized providers.

As Jordan puts it, Bitcoin behaves a lot like stock from the IRS’s point of view –– but without the built‑in reporting. This webinar shows how to close that gap so your Bitcoin strategy doesn’t outpace your controls.

Watch and share with your finance team:

● Watch on YouTube

● Listen on Spotify

● Listen on Apple Podcasts 

Visit o21solutions.com or contact [email protected] to accelerate your Bitcoin strategy.

Special thanks to our partners:

• AnchorWatch. AnchorWatch makes Bitcoin ownership safer and easier by combining advanced custody expertise with industry-grade insurance. As a Lloyd’s of London Coverholder, it writes specialized policies that address digital-asset risks, giving clients trusted coverage and peace of mind. Learn more: AnchorWatch

• Arch Lending. Get instant, secure loans backed by your Bitcoin, Ethereum, or Solana—no need to sell your assets. Arch Lending offers fast approvals and trusted custody for both individuals and institutions. Learn more: Arch Lending

• Cadena Bitcoin. A p2p bitcoin lending marketplace with a unique emphasis on working with treasury firms and businesses, as well as the savvy bitcoin-native investors who visit our website. Learn more: Cadena Bitcoin

• Coinkite. Coinkite is a leader in security and hardware manufacturing and the maker of some of the most iconic Bitcoin products, such as OPENDIME, COLDCARD, BLOCKCLOCK, SATSCARD, TAPSIGNER and SATSCHIP. Learn more: Coinkite

• Cryptio. Cryptio is an enterprise-grade accounting software platform built specifically for digital assets and cryptocurrencies. It enables businesses to transform blockchain transaction data from multiple exchanges and custodians into auditable financial records, supporting compliance with GAAP and IFRS standards. Learn more: Cryptio

• The Hemisphere Foundation. Hemisphere develops open-source solutions designed to help treasury teams securely manage, deploy, and optimize their BTC holdings, with benefits of self-custody and Bitcoin native deployment. Learn more: The Hemisphere Foundation

• Orange Wheel Advisors. Orange Wheel Advisors is a strategic consulting firm that helps companies navigate Bitcoin’s impact on corporate finance and competitive strategy. With expertise spanning treasury management, payments, capital structure, mining, and investor communications, they provide executive education, tailored strategies, and execution support to guide businesses through the global monetary transition. Learn more: Orange Wheel Advisors

• Psalion. Psalion is a Bitcoin and digital-asset yield manager that offers institutional‑style investment strategies to professional investors, family offices, corporates, and private clients via separately managed accounts and yield funds. Learn more: Psalion

• Secure Digital Markets (SDM) provides unparalleled liquidity, execution speed, and bespoke customer service, making it the top choice for institutional investors seeking reliable digital asset trading solutions. With deep expertise in capital markets and strict regulatory standards, SDM stands out as the premier platform for all digital asset treasury teams looking to optimize their trading and treasury operations. Learn more: Secure Digital Markets (SDM)

• Stacking Sats Inc. Official IT partner at BitcoinTreasuries, Stacking Sats Inc via its subsidiary, Framework IT, is a managed IT services firm with a 17-year track record of providing best-in-class IT support, strategy, and cybersecurity, boasting high recurring revenue and long-term client contracts. It’s also one of the top 20 holders of Bitcoin among global private companies. Learn more: Stacking Sats Inc

• XCE. An executive recruitment group that combines a profitable recruitment business with a Bitcoin treasury strategy. The company turns over a decade of executive recruitment experience and four years of Bitcoin accumulation into a public Bitcoin‑powered growth engine, using a proven operating business to drive Bitcoin treasury accumulation. Learn more: XCE

• Zaprite. Zaprite is a non-custodial payment platform that allows individuals and businesses to seamlessly accept both bitcoin (on-chain and lightning) and fiat payments in a unified, customizable checkout experience. Users can easily issue invoices, generate payment links, and connect multiple wallets or custodial accounts, all while handling their own funds directly. Learn more: Zaprite