Digital Asset Planning Podcast Por Ran Chen EA CFP® arte de portada

Digital Asset Planning

Digital Asset Planning

De: 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® Economía Finanzas Personales
Episodios
  • 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 m
  • Cross-Border Crypto Tax Compliance: Navigating International FBAR and Foreign Exchange Reporting for Bitcoin and Stablecoins

    Cross-Border Crypto Tax Compliance: Navigating International FBAR and Foreign Exchange Reporting for Bitcoin and Stablecoins
    Jan 11 2026
    Navigating the complexities of using digital assets for international payments involves more than just selecting the right coin; it requires a deep understanding of tax disposal rules, foreign exchange risks, and strict international reporting mandates like FBAR.\n\n- How does the IRS treat the disposal of digital assets during an international payment?\n- What are the FBAR reporting requirements for assets held on foreign exchanges?\n- How do stablecoin spreads and slippage impact the total cost of cross-border transfers?\n- What role does the FATF Travel Rule play in large-scale crypto transactions?\n- How should cost basis be tracked when paying foreign vendors in Ethereum?\n- What are the implications of the 2026 broker reporting requirements for international users?\n\nDigital Asset Planning is hosted by Ran Chen, EA, CFP®. He specializes in complex cases for high-net-worth individuals, focusing on the intersection of digital assets, tax strategy, and cross-border planning.
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    4 m
  • Tokenized Real Estate: RWA Fractional Ownership, Rental Yields, and Tax Strategy for High-Net-Worth Portfolios

    Tokenized Real Estate: RWA Fractional Ownership, Rental Yields, and Tax Strategy for High-Net-Worth Portfolios
    Jan 10 2026
    This episode examines the financial planning implications of tokenized real estate (RWA), focusing on fractional ownership structures, automated rental yield distribution, and the specific tax challenges of on-chain property investment.\n\n- How does the use of an SPV impact the tax classification of tokenized rental income?\n- Can investors utilize Section 1031 exchanges for blockchain-based real estate tokens?\n- What are the FIRPTA implications for international holders of tokenized U.S. assets?\n- How do smart contracts manage the distribution of rental yields compared to traditional property management?\n- What are the primary liquidity risks associated with secondary markets for RWA tokens?\n- How should tokenized real estate be integrated into a holistic estate plan?\n- What are the tax reporting differences between Schedule E and dividend-based distributions in RWA?\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 m
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