Bitcoin Taxes & Estate Planning

Confused by bitcoin taxes? Our 2026 guide breaks down IRS rules on capital gains, income tax, and reporting to make filing easy.

Filing taxes on your bitcoin gains, losses, and earnings is necessary to avoid IRS penalties. Different bitcoin activities create different taxable events.

Bitcoin investors who want to pass wealth to future generations while keeping it private and secure should consider holding their 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.

Learn how Bitcoin tax-loss harvesting works, including how to offset capital gains, lower taxable income, and use cost-basis methods like FIFO, LIFO, and HIFO.

Explore Bitcoin accounting and tax treatment for businesses, including how to classify, report, and disclose holdings under the latest FASB and AICPA guidance.

Learn how businesses can set the right Bitcoin treasury allocation based on size, industry, and risk tolerance, from no allocation to a primary reserve asset.

Family offices focus on preserving, growing, and passing on wealth over time. Investing in Bitcoin can help them meet those long-term goals and priorities.

Adding Bitcoin to a retirement account can help investors diversify if they tolerate volatility. Learn the account types and fees you should be aware of.

Thousands of bitcoin have been lost after owners died without a recovery plan. Learn how proper planning can keep your Bitcoin from being lost forever.

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 treats it as property, the CFTC as a commodity, and the SEC does not consider bitcoin to be a security.

Bitcoin is uniquely seizure-resistant property. No amount of physical force or legal coercion can move bitcoin without the corresponding private keys.

A Limited Liability Company (LLC) is a flexible structure for holding assets and managing risk. Using one to invest in bitcoin takes careful planning.