Bitcoin Taxes & Estate Planning

Confused by bitcoin taxes? Our 2025 guide breaks down IRS rules on capital gains, income tax, and reporting to make filing easy.

Filing taxes on bitcoin losses, gains, and any earned bitcoin is necessary to avoid penalties by the IRS. Different bitcoin activities create different taxable events.

Bitcoin investors looking to pass their wealth on to future generations, while keeping their bitcoin private and secure, should consider investing bitcoin in a trust.

Setting up Bitcoin inheritance is a tricky subject. We go over the various options to ensure you can pass on your Bitcoin wealth to your loved ones.

Explore essential resources on Bitcoin accounting and tax treatments for businesses. Learn how to classify, report, and disclose Bitcoin holdings under the latest FASB and AICPA guidelines. Stay informed on the evolving standards to ensure accurate financial statements.

Discover how businesses can determine the optimal Bitcoin allocation for their treasury based on factors like size, industry, and risk tolerance. Explore strategies ranging from no allocation to using Bitcoin as a primary reserve asset, and learn how to manage this volatile asset effectively.

Family offices prioritize preserving, growing, and distributing their wealth over time. Investing in Bitcoin can help them meet their investment goals and priorities.

Adding Bitcoin to an individual retirement account can be beneficial for investors who want to diversify and can tolerate volatility. Investors should be aware of the different types of retirement accounts and the fees associated with them.

Thousands of Bitcoin have been removed from circulation after the death of the owner, due to an inability to recover their assets. Proper planning can reduce the risk of your Bitcoin investment being lost.

Bitcoin held in treasuries can add robustness to a business’s balance sheet and provide a source of always-available liquidity.

Bitcoin is legal in the United States. The IRS considers bitcoin property, the CFTC considers bitcoin to be a commodity, and the SEC does not consider bitcoin to be a security.

Bitcoin is a uniquely seizure-resistant type of property. There is no amount of physical force or legal coercion that can transfer bitcoin from one party to another without the corresponding private keys.

A 401(k) is a company-sponsored retirement savings account that may be funded with net or gross income and is accessible upon the employee's 59 ½ birthday.

An individual retirement account (IRA) is a tax-advantaged investment vehicle allowing individuals to contribute a limited amount to their retirement savings each year. IRAs may be funded with net or gross income.

A Limited Liability Company (LLC) is a flexible and attractive business structure to store assets and manage risk. Using an LLC to invest in bitcoin requires careful planning and consideration on behalf of the founding members.