Inside the Crypto Bullseye Zone

Your goal is always to calculate and report complete and accurate gains and losses and other income as well as everything else on your tax return, business and/or personal. The goal for eliminating 1099-DAs is to minimize your headaches and your tax compliance cost  whether you hire a professional o...

You've received a pile of 1099-DAs from your crypto exchanges, created reports from your crypto tax software and now you have to create a reconciled Form 8949 to report your gains and losses. Now comes the fun part: finding out if the two sources of information actually match—and dealing with the in...

I’ve been talking about U.S. digital asset brokering reporting for several years now. Last year U.S. taxpayers had to go through a one-time cost basis reallocation exercise from the elimination of universal tracking to a wallet by wallet and account by account tracking method. The 2024 exercise (Rev...

Jumping into the deep end of the crypto pool can be super fun, but unlike regular finance, mistakes in crypto are far less forgiving. Why? Because in the crypto-verse, you’re relying on your own brainpower, security habits, and tax discipline. If you step into quicksand, it could cost you your abili...

Let’s take a look at what people are saying about the pros and cons of the White House Executive Order allowing crypto in 401(k) plans for US taxpayers – along with my insight into this trending topic.

How big is the 401(k) market?

The U.S. 401(k) market is beast-sized: over $7 trillion at stake h...

By 2028, Bitcoin will undergo its next halving, slashing miner rewards from 3.125 to 1.5625 BTC per block. Meanwhile, major players like Strategy already control 2.8% of the total supply, and proposed legislation could put another 5% in U.S. government hands. With institutional adoption accelerating...

The crypto landscape is brimming with opportunities yet fraught with danger. Scams and bad actors are rampant, leaving many hesitant to participate. But is the crypto world really that perilous? And how can you safeguard yourself from becoming a fraud victim, whether you're new to the game or you've...

The crypto space is buzzing with the latest drama on the record $1.5 billion centralized exchange hack and the resulting blame game. The spotlight is on Bybit and Safe Custody locked in a "he said, she said" battle over who's responsible.

It's a familiar pattern where a sophisticated attack occurs,...

A deep dive into crypto, markets, and human behavior

The crypto world has always been a dynamic space, but lately, there’s been a noticeable shift. Retail investors—the everyday individuals who once fueled the excitement of crypto—seem to have vanished. This disappearance coincides with the arrival...

The year 2025 promises significant developments in the crypto space, with risks as well as opportunities emerging. First and foremost is the understanding of crypto risk and security for long-term success. There is plenty of crypto opportunity this year and every year, so be sure to explore the 10 r...

The crypto mindset is more than just a way of thinking about money or technology; it’s a philosophy for life. At its core, it’s about being prepared. Being prepared means being ready to handle life’s wildcards at any time of day and solving them with ease. Not being prepared means making mistakes - ...

Investing in crypto has become increasingly popular at a rate faster than mobile phone and internet adoption. The long and short? Yes, it’s absolutely a good investment option. And we’ll get into why in this article. We also recommend you get a good understanding of crypto risk and security and furt...