『Digital Asset Planning』のカバーアート

Digital Asset Planning

Digital Asset Planning

著者： Ran Chen EA CFP®
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概要

 Digital Asset Planning is a podcast for people who want to treat crypto and digital assets as part of a real financial life — not just as investments. Hosted by Ran Chen, EA, CFP®, this podcast brings a professional financial planning perspective to an area that is often dominated by price speculation and deal-driven commentary. Ran is a seasoned financial professional who works with high-net-worth individuals and families, many of whom have international backgrounds and complex financial lives that span multiple jurisdictions. As digital assets become a meaningful part of personal and family wealth, questions around tax, estate planning, risk, access, and long-term responsibility matter far more than short-term market movements. Yet there are very few financial professionals who approach crypto through a holistic planning lens — integrating digital assets into broader tax strategies, estate plans, protection planning, and life decisions. This podcast exists to fill that gap. Each episode explores how digital assets intersect with real-world financial planning, including crypto tax considerations, estate and legacy planning, cross-border issues, custody and access risks, and common mistakes serious asset holders make. The focus is practical, thoughtful, and grounded in professional experience — not hype or investment advice. For articles, guides, and additional resources, visit https://digital-asset-planning.comCopyright 2026 Ran Chen, EA, CFP® 個人ファイナンス 経済学
エピソード
  • Tax Deductions for Crypto Businesses: Optimizing Section 179 and Operational Expenses

    Tax Deductions for Crypto Businesses: Optimizing Section 179 and Operational Expenses
    2026/01/22
    This episode explores the strategic advantages of classifying cryptocurrency activities as a trade or business to unlock valuable tax deductions for equipment, energy costs, and professional services. - How does the host distinguish between a crypto hobby and a professional trade or business for tax purposes? - Can mining hardware be fully expensed in a single year using Section 179? - What specific documentation is required to successfully deduct electricity costs for a mining operation? - Are blockchain gas fees treated as immediate business expenses or capitalized costs? - How does the Section 199A Qualified Business Income deduction apply to digital asset enterprises in 2026? - Which professional service fees are deductible when managing a high-net-worth crypto portfolio? Digital Asset Planning is hosted by Ran Chen, EA, CFP®. He is a seasoned financial professional specializing in complex cases for high-net-worth individuals and families with international backgrounds. Unlike standard crypto commentary, this podcast focuses on the intersection of digital assets and real-world financial planning—including tax strategy, estate and legacy planning, cross-border jurisdictional issues, and risk management. We help serious asset holders move beyond speculation toward long-term responsibility and protection. For more resources, visit https://digital-asset-planning.com.
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    4 分
  • DEX Tax Compliance and Cost Basis Reconstruction: Navigating IRS Reporting Without Form 1099-DA

    DEX Tax Compliance and Cost Basis Reconstruction: Navigating IRS Reporting Without Form 1099-DA
    2026/01/21
    This episode explores the intricate world of decentralized exchange (DEX) reporting, highlighting why non-custodial trading creates unique tax documentation risks and how to proactively reconstruct cost basis for IRS compliance.\n- How do decentralized exchanges differ from centralized platforms regarding IRS reporting?\n- What are the implications of the Infrastructure Investment and Jobs Act of 2021 for DEX users?\n- Why is cost basis reconstruction the most critical step for decentralized traders?\n- How should liquidity provider tokens and wrapped assets be handled for tax purposes?\n- What tools and strategies can help manage thousands of on-chain transactions?\n- When do decentralized activities trigger a need for professional forensic accounting?\n- What are the specific reporting deadlines and regulatory changes expected by 2026?\n\nDigital Asset Planning is hosted by Ran Chen, EA, CFP®. He is a seasoned financial professional specializing in complex cases for high-net-worth individuals and families with international backgrounds. Unlike standard crypto commentary, this podcast focuses on the intersection of digital assets and real-world financial planning—including tax strategy, estate and legacy planning, cross-border jurisdictional issues, and risk management. We help serious asset holders move beyond speculation toward long-term responsibility and protection. For more resources, visit https://digital-asset-planning.com.
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    4 分
  • 2026 CBDC vs. Stablecoin Analysis: Navigating Privacy, Transaction Limits, and Regulatory Compliance for High-Net-Worth Portfolios

    2026 CBDC vs. Stablecoin Analysis: Navigating Privacy, Transaction Limits, and Regulatory Compliance for High-Net-Worth Portfolios
    2026/01/20
    This episode provides a professional comparison of Central Bank Digital Currencies and privately issued stablecoins within the 2026 financial landscape, focusing on how these tools impact liquidity management and tax strategy. - How do CBDC holding limits affect large-scale wealth management? - What are the primary privacy differences between sovereign digital currencies and private stablecoins? - How has the 2026 regulatory environment changed the risk profile of stablecoins? - Why might a family office prefer stablecoins over CBDCs for cross-border transactions? - What are the tax implications of switching between different forms of digital fiat? - How does programmable money in CBDCs impact individual financial autonomy? Digital Asset Planning is hosted by Ran Chen, EA, CFP®. He is a seasoned financial professional specializing in complex cases for high-net-worth individuals and families with international backgrounds. Unlike standard crypto commentary, this podcast focuses on the intersection of digital assets and real-world financial planning—including tax strategy, estate and legacy planning, cross-border jurisdictional issues, and risk management. We help serious asset holders move beyond speculation toward long-term responsibility and protection. For more resources, visit https://digital-asset-planning.com.
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    4 分
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