Podcast Episodes

Form 1099-DA and Global Crypto Transparency

Episode 1997

The cryptocurrency reporting landscape is entering a new era of transparency with the introduction of:

👉 Form 1099-DA

Designed specifically for digital…

3 months, 4 weeks ago

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Tax Implications of Cross-Border Crypto Transfers

Episode 1996

One of the most common misconceptions in cryptocurrency taxation is that every movement of digital assets creates a taxable event.

In reality:

👉 A simp…

4 months ago

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DEFI Liquidity Pools and Crypto Tax Uncertainty

Episode 1995

Decentralized Finance (DeFi) has created innovative ways for investors to earn yield, provide liquidity, and participate in digital asset markets.

How…

4 months ago

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Risks of Using Multiple Crypto Wallets and Exchanges

Episode 1994

One of the most overlooked risks in cryptocurrency taxation is not the investment itself—

👉 It's the recordkeeping.

Many investors maintain accounts ac…

4 months ago

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Sourcing Crypto Transactions for Global Taxation

Episode 1993

One of the most unsettled issues in international cryptocurrency taxation is:

👉 Source of income.

For traditional assets, tax rules generally provide e…

4 months ago

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Crypto as Property: Cross-Border Tax Implications

Episode 1992

One of the greatest challenges in international cryptocurrency planning is that:

👉 Not every country views crypto the same way.

While digital assets ar…

4 months ago

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PPLI and Exit Tax Planning for Expatriation

Episode 1991

For wealthy Americans considering expatriation, one of the most significant tax hurdles is the:

👉 U.S. Exit Tax

Under the expatriation rules, certain i…

4 months ago

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PPLI vs Micro Captives: Tax Risk Trade-Offs

Episode 1990

For high-net-worth individuals and business owners seeking tax-efficient planning strategies, two structures frequently arise in sophisticated discus…

4 months ago

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PPLI and Qualified Opportunity Zone Investments

Episode 1989

For sophisticated investors seeking to maximize tax efficiency, combining Private Placement Life Insurance (PPLI) with a Qualified Opportunity Zone (…

4 months, 1 week ago

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Real Estate Investments and UBTI Risks in PPLI

Episode 1988

Real estate is often viewed as an attractive asset class for long-term wealth accumulation. However, when integrating real estate into a Private Plac…

4 months, 1 week ago

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