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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® Economie Finances privées
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    Épisodes
    • Self-Directed Crypto IRAs: 2026 Contribution Limits, SECURE 2.0 RMDs, and Section 4975 Compliance

      Self-Directed Crypto IRAs: 2026 Contribution Limits, SECURE 2.0 RMDs, and Section 4975 Compliance
      Jan 19 2026
      This episode explores the strategic integration of Bitcoin and Ethereum into Self-Directed IRAs, detailing the 2026 contribution limits and the strict regulatory environment surrounding prohibited transactions. We discuss the transition to new RMD ages under the SECURE 2.0 Act and the critical importance of maintaining institutional-grade compliance for alternative asset custody.\n- How do 2026 contribution limits affect my digital asset retirement strategy?\n- What constitutes a prohibited transaction under Section 4975 when holding Bitcoin?\n- How does the SECURE 2.0 Act impact Required Minimum Distributions for crypto holders?\n- What are the risks of using a checkbook control LLC for self-custody?\n- Can I use my IRA-owned digital assets as collateral for a personal loan?\n- How is the fair market value of volatile assets reported for year-end compliance?\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 min
    • Navigating IRS Revenue Ruling 2019-24: Ordinary Income and Cost Basis for Crypto Airdrops and Hard Forks

      Navigating IRS Revenue Ruling 2019-24: Ordinary Income and Cost Basis for Crypto Airdrops and Hard Forks
      Jan 18 2026
      This episode examines the tax implications of receiving digital assets through airdrops and hard forks, focusing on the critical timing of dominion and control and the determination of fair market value under IRS Revenue Ruling 2019-24.\n- How does the IRS define dominion and control for newly received tokens?\n- Why is airdrop income classified as ordinary income rather than capital gains?\n- What specific records must be kept to document a hard fork event?\n- When does the holding period for airdropped assets officially begin?\n- How does Revenue Ruling 2019-24 impact current tax reporting?\n- What happens if a hard fork does not result in a new asset distribution?\n- How should promotional distributions be valued for tax purposes?\n- What are the risks of ignoring small-value airdrops on a tax return?\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 min
    • Tokenizing Real World Assets: Regulatory Frameworks and Tax Implications for On-Chain Treasuries, Private Credit, and Fractional Real Estate

      Tokenizing Real World Assets: Regulatory Frameworks and Tax Implications for On-Chain Treasuries, Private Credit, and Fractional Real Estate
      Jan 17 2026
      This episode explores the integration of Real World Asset (RWA) tokenization into professional wealth management, focusing on the legal, regulatory, and tax implications of moving Treasury bonds, real estate, and commodities on-chain. We discuss the transition from speculative assets to blockchain-based fractional ownership and the necessity of a holistic planning lens to navigate this complex landscape.\n\n- How does the fractionalization of real estate through tokenization affect traditional estate planning?\n- What are the tax characterization differences between tokenized private credit and traditional debt instruments?\n- How does the SEC’s Howey Test apply to Treasury-backed digital tokens in 2026?\n- What role does the European Union’s MiCA regulation play in global RWA standards?\n- How should high-net-worth individuals manage the custody risk associated with on-chain commodities?\n- What are the primary reporting challenges under the Crypto-Asset Reporting Framework (CARF) for RWA holders?\n\nHost Introduction: Digital 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 min
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