Cryptocurrency Estate Planning: Stepped-Up Basis Strategies and Executor Reporting Compliance Titelbild

Cryptocurrency Estate Planning: Stepped-Up Basis Strategies and Executor Reporting Compliance

Cryptocurrency Estate Planning: Stepped-Up Basis Strategies and Executor Reporting Compliance

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 This episode explores the technical and legal requirements for passing digital assets to the next generation, focusing on tax optimization and security. We analyze the critical role of the stepped-up basis rule in minimizing capital gains taxes for heirs and the administrative burdens placed on executors under current federal regulations.\n- How does the stepped-up basis rule apply to inherited Bitcoin and Ethereum?\n- What are the risks of including private keys directly in a last will and testament?\n- How does the Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA) impact your estate plan?\n- What specific tax forms must an executor file for a cryptocurrency-heavy estate?\n- How can a Digital Asset Memorandum bridge the gap between legal authority and technical access?\n- What are the implications of foreign exchange holdings on an estate's FBAR reporting?\n- Why is a contemporaneous valuation on the date of death vital for IRS compliance?\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 with international backgrounds, focusing on the intersection of digital assets and real-world financial planning. For more resources, visit https://digital-asset-planning.com.
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