Digital Asset Planning copertina

Digital Asset Planning

Digital Asset Planning

Di: Ran Chen EA CFP®
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A proposito di questo titolo

 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® Economia Finanza personale
Episodi
  • 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
  • Private Key Custody and Multi-Signature (Multi-Sig) Security: 2026 Best Practices for High-Net-Worth Digital Asset Holders

    Private Key Custody and Multi-Signature (Multi-Sig) Security: 2026 Best Practices for High-Net-Worth Digital Asset Holders
    Jan 16 2026
    This episode provides a technical and professional analysis of digital asset security for the 2026 landscape, focusing on the evolution from standard hardware wallets to complex multi-signature configurations. We examine how to mitigate single points of failure, the necessity of physical redundancy for seed phrase storage, and how security protocols must be integrated with estate planning to ensure long-term wealth preservation and recovery.\n\nKey Questions:\n- How can a multi-signature configuration eliminate the risk of a single point of failure?\n- Why is physical redundancy superior to digital backups for seed phrase storage in 2026?\n- What are the common pitfalls when setting up a new hardware wallet for cold storage?\n- How do security breaches affect tax compliance and reporting for the April 15 deadline?\n- Why is a structured recovery plan essential for digital asset inheritance and estate planning?\n- What verification methods should be used to ensure a hardware device has not been tampered with?\n\nHost Introduction:\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
  • Evaluating AI Blockchain Protocols: Tax Strategy and Risk Management for Machine Learning Tokens

    Evaluating AI Blockchain Protocols: Tax Strategy and Risk Management for Machine Learning Tokens
    Jan 15 2026
    This episode explores the complex landscape of AI-focused blockchain projects from a professional financial planning perspective, focusing on the intersection of machine learning protocols and rigorous tax strategy. We examine the functional categories of these tokens and the 2026 regulatory environment to help investors move beyond market sentiment toward long-term risk management and estate protection.\n\n- What are the primary tax differences between utility tokens for AI compute and speculative governance tokens?\n- How should high-net-worth individuals manage concentration risk within the volatile AI crypto sector?\n- What are the cross-border tax considerations for participating in decentralized AI DAOs?\n- How do current IRS property treatment rules impact frequent trading of automated protocol tokens?\n- Why is it critical to integrate AI digital assets into a formal estate and legacy plan?\n- What role does jurisdictional risk play when investing in decentralized machine learning infrastructure?\n\nHost Introduction: Digital Asset Planning is hosted by Ran Chen, EA, CFP®, a financial professional specializing in complex tax, estate, and cross-border planning for high-net-worth digital asset holders. For more resources, visit https://digital-asset-planning.com.
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    4 min
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