Hi - can someone guide me. If spouse and I both have invested in crypto through coinbase, do I need to disclose that in my independence requirements.

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Yes

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Likely depends on the firm but at Deloitte you have to disclose the wallet. Coinbase is a Deloitte Audit client so would have to self clear.

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Unless they are an audit client, that’s not really what “independence” is for

You should clarify which company you work for OP that would help a lot here. Big four? You’re already in trouble for not disclosing. PE/IB or pure play consulting firm like MBB? You’re good. Really depends

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Talk to a CPA & CFAs that specializes in crypto matters, I have my go-to guys.

M2 I speak defense consulting this makes a whole lot of sense now...the past year why I've seen Deloitte get in trouble, get kicked out of defense contracts so easily, or has a work stoppage.

I guess I am okay with you guys not understanding the defense sector.😆

KPMG requires the declaration. I would highly recommend self declaring it rather than independence finding it out.

Depends. If it’s BTC and a few other cryptos on KPMG’s list then you do NOT need to report it, otherwise you do.

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