Hosted by Ran Chen, EA, CFP® · 🇺🇸 US · EN · 32 episodes
Established thought leaders with verified media credentials.
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
Ran Chen, EA, CFP® hosts Digital Asset Planning, a business show with 32 episodes published.
This episode explores the strategic advantages of classifying cryptocurrency activities as a trade or business to unlock valuable tax deductions for equipment, energy costs, and professional services. - How does the host
This episode explores the intricate world of decentralized exchange (DEX) reporting, highlighting why non-custodial trading creates unique tax documentation risks and how to proactively reconstruct cost basis for IRS com
This episode provides a professional comparison of Central Bank Digital Currencies and privately issued stablecoins within the 2026 financial landscape, focusing on how these tools impact liquidity management and tax str
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 discus
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
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 commodi
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
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 e
This episode explores the complex tax landscape of Ethereum Layer 2 scaling solutions, analyzing whether bridging assets to networks like Arbitrum, Optimism, or Base constitutes a taxable event and how to maintain accura
This episode explores the complex regulatory landscape of 2026, where the implementation of Form 1099-DA and the Crypto-Asset Reporting Framework (CARF) have fundamentally changed how privacy-focused technologies like mi
This episode breaks down the critical tax considerations for meme coin traders, focusing on the high-frequency nature of community-driven tokens and the resulting short-term capital gains tax liabilities. We discuss the
Navigating the complexities of using digital assets for international payments involves more than just selecting the right coin; it requires a deep understanding of tax disposal rules, foreign exchange risks, and strict
This episode examines the financial planning implications of tokenized real estate (RWA), focusing on fractional ownership structures, automated rental yield distribution, and the specific tax challenges of on-chain prop
This episode explores the rigorous tax compliance requirements for DeFi activities in 2026, focusing on the characterization of liquidity pool entries, yield farming income, and the tax implications of using wrapped toke
This episode explores the technical and legal requirements for passing digital assets to the next generation, focusing on tax optimization and security. We analyze the critical role of the stepped-up basis rule in minimi
This episode examines the tax complexities of spot Bitcoin ETFs as we enter the 2026 tax season, highlighting the differences between grantor trust structures and direct asset ownership. We focus on the application of wa
This episode explores the critical transition of stablecoins into regulated financial tools at the end of 2025. We analyze how onchain transparency, evolving global regulations like MiCA, and institutional banking partne
This episode examines the technical research themes dominating the 2026 Bitcoin market, focusing on how miner economics, hash rate volatility, and supply issuance models inform professional financial planning and risk ma
This episode explores the technical evolution and financial planning implications of the Solana network as of late 2025. We analyze how improvements in network reliability, the growth of consumer applications, and the co
This episode unpacks the pivotal Ethereum upgrades scheduled for 2026, including the Glamsterdam and Heze-Bogota hard forks. We analyze how these changes will impact gas economics, the tokenization of real-world assets,
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Digital Asset Planning is hosted by Ran Chen, EA, CFP®. The show is categorised under business (investing) and has published 32 episodes.
Digital Asset Planning has published 32 episodes.
Digital Asset Planning regularly covers business, investing, education. It sits in the business category, with a investing focus.
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