Strategic Wealth Briefing with Jake Claver, QFOP
Jake ClaverHow serious crypto wealth gets structured: custody, entities, trusts and tax. A weekly briefing on digital assets and family offices from Jake Claver, QFOP.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
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| Issues | 185 | Founded | 4 years ago | Last Issue | 6 days ago |
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jakeclaver.substack.comLatest Issues
Borrow Against Crypto vs Sell: The Honest Tax Math and the Real Risks
TL;DR
- Selling crypto triggers capital gains tax. Borrowing against it does not, because a loan is not a sale, so the question of borrow against crypto vs sell starts with one fact: no sale means no taxable disposition at the time yo...
Crypto Domicile Estate Tax: How the State You Die In Taxes Your Coins
TL;DR
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A crypto domicile estate tax can hit your heirs even when your estate is far below the federal $15 million exemption, because about a dozen states plus DC tax estates at much lower thresholds.
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Oregon starts taxing estates...
How to Leave Crypto to Heirs: The Access Plan Most People Skip
TL;DR
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A perfect trust does nothing if your successor trustee cannot find or reach the keys. The legal wrapper and the access plan are two different jobs, and most plans only do one.
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The goal is a setup where heirs can reach the...
How to Pay a Crypto Estate-Tax Bill Without Selling a Single Coin
TL;DR
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A taxable estate can owe up to 40% to the IRS, due in cash about nine months after death, and for a crypto-heavy family the obvious place to find that cash is the very position that is swinging in price.
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The goal is to pa...
How to Value Cryptocurrency for Estate Tax When the Price Is Not Obvious
TL;DR
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Crypto is property to the IRS, so it enters an estate at fair market value on the date of death, the same standard used for real estate and private stock.
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Bitcoin has a clean, quotable price. A locked, vesting, staked, or...
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Authors
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Jake Claver top voice among crypto and traditional finance professionals and works where digital assets meet family wealth. He is Chairman and Principal of DAG and writes on custody, entities, trusts, tax and family office structure
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