You’ve done the hard work of building wealth in the digital age. But if you are securing digital assets with a legal strategy from 1990, your legacy is at risk.
Traditional trusts often fail to account for private keys, gas fees, and the unique tax implications of digital assets. That’s why we are hosting an exclusive session with Dan Plaskett (JD, CPA).
In this webinar, we will cover:
The "Crypto Living Trust": Why a standard Revocable Trust isn't enough.
The Access Paradox: How to ensure your heirs can access your wallet without exposing your keys to the public court system (probate).
Tax Efficiency: Strategies from a dual Attorney/CPA to minimize the burden on your beneficiaries.
Don't leave your digital legacy to chance. Watch now to bulletproof your estate.
Most high-net-worth individuals hit the same wall: their wealth is tied up in assets they don't want to sell. Real estate, business interests, investments with massive embedded gains. You need liquidity, but liquidation triggers tax events that can wipe out years of careful planning.
This webinar breaks down the Loan Regime Strategy, a structure that lets you access the value of your estate without selling anything or triggering taxable events.
Register here:
https://t.co/JZOCCqKqlE
Crypto Tax Webinar - Hosted by Jake Claver, CEO of Digital Ascension Group, with Dylan Nock
Register Here: https://t.co/KnMZp4G7d3
You worked hard to build your crypto portfolio. Don't let the IRS take more than they have to.
Most crypto investors overpay on taxes because they don't know the rules. The IRS treats crypto as property, and that creates both headaches and opportunities. In this live session, we'll walk through the legal strategies that high-net-worth crypto holders use to keep more of what they've earned.
What you'll learn:
-How the IRS actually taxes crypto (and what triggers a taxable event)
--The difference between short-term and long-term capital gains rates
-Tax-loss harvesting and why crypto has an advantage over stocks
-Using retirement accounts like Self-Directed IRAs and Roth IRAs for tax-free growth
-Charitable giving strategies with appreciated crypto
-How to borrow against your holdings instead of selling
-Legal structures (LLCs, trusts) that can protect and optimize your position
-Common mistakes that cost investors thousands
Who should attend:
Anyone holding significant crypto who wants to be smarter about taxes before their next liquidity event. Whether you're planning to sell, pass wealth to the next generation, or just want to understand your options, this session will give you a practical framework.
Note: This is educational content, not tax advice. Always consult a qualified tax professional for your specific situation.
Nobody thinks about asset protection until they need it, but by then it's usually too late
What happens to your crypto if you get sued? Or if something happens to you? Personal ownership = personal liability
There's a better way. Here's why structure matters:
The biggest value isn’t just speed or cost but how well things work together
XRP stands out because it moves easily across banks, platforms and currencies
That kind of interoperability isn’t common & gives XRP a serious edge
First-generation wealth builders often focus on growth...but making it last means paying just as much attention to preservation. It pays to balance both while investing projects that hold long-term value and have the potential to shape the future.
We're proud to support this year's Wyoming Blockchain Symposium ( @SALTConference ) in Jackson Hole.
As the digital asset industry continues to evolve, this event stands out as a timely and important meeting point for industry pioneers and forward-thinking leaders.