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 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 - ...

Before you jump into crypto, let's break down the essentials of how to invest and how much to invest. You must also understand the importance of crypto risk and security when it comes to long-term success. Cryptocurrency for beginners may seem daunting at first, so be patient with the process and be...

The number one question beginners ask is “Where do I start?” when it comes to investing in crypto. First, understanding the fundamentals of crypto risk and security is essential to making informed decisions and protecting your investments. So, we’ll give you some essential insights into crypto inves...

Getting started in crypto can be overwhelming. To keep things simple, start by educating yourself on crypto risk and security. Also be sure to explore our comprehensive guide on cryptocurrency for beginners. Meanwhile, here are some basics and answers to a few burning questions about how much and wh...

Knowing which crypto to avoid can save you from potential losses. With so many options out there, it’s essential to understand crypto risk and security. We’ll highlight which crypto has fallen the most, the riskiest crypto, and those coins that are notoriously unstable. Also be sure to explore crypt...