
Explore tax planning and estate planning for crypto assets, with practical guidance for heirs, updates on IRS rules, and non-technical explanations for a broad audience.
Learn to define blockchain assets as cryptocurrency, NFTs, and smart contracts, and understand the IRS view of crypto as property and the taxable events from income, gifts, trades, and purchases.
Debunk common misconceptions about crypto taxes and estate planning. Document cost basis, understand capital gains from trades and exchanges, and ensure heirs can access crypto assets.
Learn how to record the fair market value of crypto received as income, report earned income, and navigate capital gains, mining, and gifts for tax compliance.
Explore how gifting crypto affects cost basis, capital gains, and deductions when donating to individuals or nonprofits. Learn how donor basis, holding period, and charitable deductions shape tax outcomes.
Explore crypto as an asset and investment, detailing taxable events, capital gains rules, and the importance of tracking holdings, wallet transfers, and IRS form 8949 reporting for investors.
Learn how cryptocurrency purchases trigger capital gains reporting, including form eighty nine four nine, and use a ledger to simplify tracking and tax planning.
Leverage loss harvesting and crypto wash sales to offset gains and ordinary income, up to $3,000. Apply crypto wash rules with a waiting period over 31 days for this strategy.
Explore how traditional and self directed Roth IRAs can hold crypto assets, enabling tax treatment for mining and staking while requiring legal setup.
A charitable remainder trust allows you to donate crypto to an irrevocable trust, gain a tax deduction based on value and age, receive a lifetime annuity, and avoid capital gains.
Understand how location affects crypto taxes, including Puerto Rico residency with 0% capital gains until 2036, wash-sale strategies, and tax-friendly options in Wyoming, Estonia, Portugal, and beyond.
Learn how to protect crypto assets after death by planning with a will, inventory letter, trusted helpers, and secure key management to avoid probate and ensure correct inheritance.
Explore how to manage crypto keys for estate planning, comparing custodial and non-custodial wallets, and outlining strategies like wills, trusts, multi-signature setups, and secure backups for heirs.
Access downloadable PDFs and slide decks, provide feedback through the feedback form, and enjoy lifetime access with ongoing updates to this course on death and taxes and cryptocurrency assets.
We are all excited about living in the new age of programmable money, smart contracts, and crypto assets. But yet we still have to deal with 19th-century bureaucracies! Especially when it comes to Death and Taxes, the two things we must all confront.
Whether you are just starting or a seasoned investor, this course will provide you with clarity on how the IRS views your crypto activity and how to make your tax and estate planning as painless as possible. Planning matters! Planning how you will document your activity before completing a thousand transactions will make your life much easier! And leaving a clear plan for your heirs to access your assets is one of the best gifts you can give them if the unthinkable happens.
Each lesson provides detailed information and background, as well as practical examples and illustrations. And each lesson includes references and links for more information for those who want to explore more.
I have been a college faculty member and teacher (in one capacity or another) for over 20 years. My goal is to make this course the number one resource for Crytpo Tax and Estate Planning Information! When you enroll, you give lifetime updates to the information in the class. As you know, it is still early days in the crypto space, and I'll be there as a resource as you navigate your work tax and estate planning.