Research and guidance for advisors navigating Bitcoin-related planning.
Understanding Bitcoin's role as a long-term store of value and its comparison to traditional assets.
Practical guidance on integrating Bitcoin into existing portfolio frameworks.
Retirement-specific considerations for Bitcoin allocation and custody.
Tax planning considerations for Bitcoin holders, including capital gains and loss harvesting.
Estate planning considerations for digital asset inheritance and key management.
Comparing custody options and security considerations for Bitcoin storage.
Understanding Bitcoin-backed lending mechanics, LTV ratios, and planning use cases.
Understanding the DACFP certification and what it means for advisor competency.
Understanding currency debasement and Bitcoin's role as a monetary hedge.
Key questions to evaluate advisor expertise in Bitcoin-related planning.