Category: Uncategorized

California is renowned for its sunny beaches, tech hubs, and thriving industries. However, it’s also infamous for having one of the highest tax burdens in the United States. If you’re planning to sell an asset and realize a significant capital gain in California, understanding the tax implications is critical to managing your finances effectively. In…

Bitcoin is far too volatile for retirement portfolios. That’s what I’ve heard from most financial advisors for several years. Through huge upswings and downswings in bitcoin prices. Of course, I disagree. I think bitcoin is perfect for retirement plans, and vice versa. Other crypto assets like ETH and SOL have a place as well, for…

While directly investing in Bitcoin ETFs through your 401k isn’t currently an option, there are alternative paths to gain exposure to Bitcoin and other cryptocurrencies in your retirement savings. In this guide, we’ll explore why you can’t invest in Bitcoin ETFs directly with your 401k and introduce two strategies to help you incorporate cryptocurrency into…

What is a Qualified Custodian, and How Are They Regulated? The SEC, under Section 408 of the Investment Advisors Act of 1940, defines a “Qualified Custodian” as a Bank or Trust Company responsible for securely holding client assets, managing reporting, and reconciling accounts. At ETZ, our designated Qualified Custodians are Solera Bank and Coinbase Prime,…

Crypto founders are often looking for strategies to address tax efficiency, asset protection, and diversification. We often talk with these founders to create blueprints that include several strategies, which can change over time. When addressing tax efficiency, we have to look at both income taxes and estate taxes.  You pay income taxes during your life…

Imagine a world where your investments move as smoothly as sending a text message. Sounds cool, right? Well, that’s where we’re heading, and it’s all thanks to the marriage of ETFs and tokenization. Recently, Eric Balchunas from Bloomberg stirred the pot by asking if tokenization might replace ETFs. But here’s the kicker: ETFs and tokens…

The recent Supreme Court decision to overturn the longstanding Chevron deference doctrine marks a significant shift in how federal regulations are interpreted and challenged. On July 1, 2024, in a 6-3 decision, the Court eliminated the 40-year-old standard that required federal courts to defer to reasonable agency decisions where federal law is silent or unclear[1].…

Cryptocurrencies have taken the financial world by storm, and with their rising popularity, we’ve seen the emergence of crypto ETFs like those for Bitcoin, Ethereum, and Solana. While these ETFs offer exposure to crypto markets through traditional investment vehicles, there are some compelling reasons why owning cryptocurrencies directly can be advantageous. After-Hours Trading One of…

Crypto IRA: Which are the Best Cryptocurrency Retirement Options in 2024? With the ever-changing cryptocurrency frontier, the real question that many will ask is, does an IRA exist for crypto? It does, and it’s more diverse and sophisticated than ever. Our focus in this article will be to dive deep into Crypto IRAs, more so…

Introduction One of the founders of a leading cryptocurrency project, among the top initiatives of this cycle, is poised to save an estimated $24.5 million in taxes by leveraging an innovative Founder IRA strategy. By strategically purchasing a sizable portion of the protocols total token supply valued at just $10,400 within their IRA, this founder…