Service Description

Duration: 1 hour (Price - $297) Recommended For: Investors, founders, and traders with complex crypto activity or tax questions. Description: Whether you're a long-term holder, DeFi participant, or active trader, this session will break down your crypto activity and map a compliant, tax-optimized path forward. We’ll cover wallet tracking, basis calculation, tax-loss harvesting, entity structuring for crypto businesses, and upcoming IRS enforcement trends — all translated into a clear, actionable plan. INCLUDES: - Portfolio Structure & Optimization - Tax-Efficient Exit Planning - DeFi & Staking Strategy - Security & Custody Guidance - Crypto-to-Real Asset Transition Ideal for: Active traders, wealth builders, liquidity maximizers