Digital Asset Planning Titelbild

Digital Asset Planning

Digital Asset Planning

Von: Ran Chen EA CFP®
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 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® Persönliche Finanzen Ökonomie
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  • Taxation of Ethereum Layer 2 Bridging: Arbitrum, Optimism, and Base Cost Basis Strategies

    Taxation of Ethereum Layer 2 Bridging: Arbitrum, Optimism, and Base Cost Basis Strategies
    Jan 14 2026
    This episode explores the complex tax landscape of Ethereum Layer 2 scaling solutions, analyzing whether bridging assets to networks like Arbitrum, Optimism, or Base constitutes a taxable event and how to maintain accurate cost basis records in a multi-chain environment.\n\n- Does bridging Ethereum to a Layer 2 network trigger a capital gains tax event?\n- How do we handle the cost basis of wrapped assets on Arbitrum or Base?\n- Are bridging fees deductible or should they be added to the asset's basis?\n- How will the 2026 rollout of Form 1099-DA affect the reporting of Layer 2 transactions?\n- Does the IRS view a bridge as a simple transfer or a taxable disposition?\n- How does the seven-day withdrawal window for optimistic rollups affect the timing of tax realization?\n\nRan Chen, EA, CFP® is a seasoned financial professional specializing in complex tax, estate, and cross-border planning for high-net-worth digital asset holders, focusing on long-term responsibility over speculation. For more resources, visit https://digital-asset-planning.com.
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    4 Min.
  • 2026 Crypto Privacy Regulations: Navigating Mixer Protocols, Zero-Knowledge Proofs, and Form 1099-DA Compliance

    2026 Crypto Privacy Regulations: Navigating Mixer Protocols, Zero-Knowledge Proofs, and Form 1099-DA Compliance
    Jan 13 2026
    This episode explores the complex regulatory landscape of 2026, where the implementation of Form 1099-DA and the Crypto-Asset Reporting Framework (CARF) have fundamentally changed how privacy-focused technologies like mixer protocols and zero-knowledge proofs are used. We discuss the shift from anonymity to \"compliant privacy,\" providing a roadmap for high-net-worth individuals to maintain financial confidentiality while ensuring they meet rigorous global tax and anti-money laundering reporting standards.\n\n- How do 2026 IRS reporting rules for Form 1099-DA impact privacy-focused wallet users?\n- What are the specific risks of using unregulated mixer protocols in the current compliance environment?\n- How can Zero-Knowledge Proofs (ZKP) be utilized as a tool for both privacy and regulatory verification?\n- In what ways does the Crypto-Asset Reporting Framework (CARF) affect cross-border digital asset planning?\n- Why is a \"Proof of Funds\" strategy essential for users of privacy-enhancing technologies?\n- How can high-net-worth individuals protect their financial data from public surveillance without triggering audits?\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 Min.
  • Meme Coin Tax Strategy: Navigating Short-Term Capital Gains and Volatility for Dogecoin and Community Tokens

    Meme Coin Tax Strategy: Navigating Short-Term Capital Gains and Volatility for Dogecoin and Community Tokens
    Jan 12 2026
    This episode breaks down the critical tax considerations for meme coin traders, focusing on the high-frequency nature of community-driven tokens and the resulting short-term capital gains tax liabilities. We discuss the importance of tracking fair market value during swaps, the strategic use of gas fees to adjust cost basis, and the planning steps required for the 2026 tax season.\n- How does the IRS treat the high-frequency trading of volatile meme coins for tax purposes?\n- Why is a crypto-to-crypto swap considered a taxable event even if no fiat currency is involved?\n- Can transaction gas fees be leveraged to reduce a trader's overall capital gains tax burden?\n- What is the difference in tax rates between short-term and long-term capital gains for digital assets?\n- How does the 365-day holding period rule apply to community-driven tokens?\n- What are the risks of failing to report decentralized exchange (DEX) activity to the IRS?\n- How can tax-loss harvesting help offset significant gains from meme coin rallies?\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 Min.
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