Mid-Year Crypto Tax Check: 5 Moves to Look At Before December
Five crypto tax moves worth looking at before December, from loss harvesting to gifting. What to review at mid-year so you are not scrambling in April.
Strategic Wealth Briefing with Jake Claver, QFOP
If it’s your first time here, hit the subscribe button below to join over 500,000+ smart people like you. Stay in the know. Get the latest news and insights on finance, business strategies, web3 technology and more.
Live Last read · last published · next check
Latest posts
The Most Expensive Mistake I See 8-Figure Crypto Holders Make
The costliest thing I see people with eight-figure crypto do is also the most common: a great position with no structure around it. Here is the fix.
The $30M Window Is Open (For Now)
The 2026 estate and gift exemption sits at a historic high. Why the biggest tax-free transfer window in a generation matters most for crypto holders.
The Vanderbilt Trap
Around 70% of family fortunes are gone by the second generation, 90% by the third. What the Rothschilds did differently, and why crypto makes the trap worse.
The 7-Layer Stack: How Serious Crypto Wealth Is Actually Structured
How serious crypto wealth is actually structured, from custody to governance. The seven layers, in the order they usually come together, and why each matters.
Estate Tax on Inherited Crypto: When Your Heirs Owe Tax on Money That Vanished
Estate tax on inherited crypto is based on the value the day someone dies, not today. Here is the trap, the IRS election that fixes it, and how to plan.
Donate Crypto, Skip the Gains: How a DAF or CRT Beats Selling First
A donate crypto tax deduction lets you skip the capital gains and deduct full value. Here is how a DAF and a CRT work, and the appraisal trap to avoid.
Digital Social Hour Interview with Sean Kelly
Could XRP become one of the most important assets in the global financial system?
Is Transferring Crypto Between Wallets Taxable? The Move That Looks Like a Sale But Is Not
Is transferring crypto between wallets taxable? Moving coins you own is not a sale, so no tax. Here are the look-alike moves that actually are taxed.
The Augusta Rule for a Crypto LLC: Rent Your Home to Your Own Business, Tax-Free
The Augusta Rule lets a crypto LLC rent your home up to 14 days a year, tax-free. Here is how Section 280A(g) works, the paperwork, and the audit line.