Portfolio Allocation Series
A 8-part guide
This 8-part series provides comprehensive coverage of Portfolio Allocation. Topics include Portfolio Allocation, Tax Reporting, Cold Storage Vs Exchange Risk, Staking Rewards, Nft Tax Treatment, Crypto Inheritance, Stablecoin Yield, Wash Sale Rule Crypto.
Articles in this series
Portfolio Allocation
Portfolio Allocation: 1% vs. 5% Risk Capital ============================================ The question of how much cryptocurrency belongs in a traditional investment portfolio is one that...
Tax Reporting
Tax Reporting: Every Trade Is a Taxable Event ============================================= Cryptocurrency taxation produces more compliance problems and surprise tax bills than virtually any...
Cold Storage Vs Exchange Risk
Cold Storage vs. Exchange Risk: Not Your Keys, Not Your Coins ============================================================= In November 2022, FTX—at the time the second-largest cryptocurrency...
Staking Rewards
Staking Rewards: Ordinary Income or Capital Gains? =================================================== Staking is the mechanism through which proof-of-stake blockchains—including Ethereum, Solana,...
Nft Tax Treatment
NFT Tax Treatment: Collectibles Rules ====================================== The NFT market's peak in 2021—when digital images were selling for millions of dollars, floor prices for popular...
Crypto Inheritance
Crypto Inheritance: Seed Phrases in Estate Plans ================================================= The estate planning challenge of cryptocurrency is unique in the history of wealth transfer. No...
Stablecoin Yield
Stablecoin Yield: Underlying Risks ==================================== During the 2021 to 2022 crypto bull market, platforms offering 8%, 12%, and in some cases 20% annual yield on stablecoin...
Wash Sale Rule Crypto
Wash Sale Rule: Not Yet (But Proposed) ======================================= The wash sale rule is one of the most consequential tax code provisions for investors—and one of the most...