Koinly: The Smart Tax Pro’s Tool for Tracking Crypto Gains

Bitcoin on laptop

  Crypto clients don’t always know what they’re doing—but their wallets sure do. If you’ve ever looked at a spreadsheet full of transactions from a crypto client and wondered how you’re supposed to make sense of it all… you’re not alone. Tracking crypto trades, swaps, staking rewards, and DeFi earnings can feel like trying to […]

The Power of the Charitable Remainder Trust

charity savings retirement saving jars

The CRT is a very powerful estate planning tool that may enable you to reduce your liability for income and estate taxes, protect your assets AND diversify your assets in a tax-advantaged manner.