Bitcoin Taxes & Estate Planning

Navigate Bitcoin taxation and long-term wealth planning

Intermediate Level
2-3 hours total
8 Articles

Understanding Bitcoin taxation is crucial for compliance and optimizing your long-term wealth strategy. Learn about tax reporting requirements, capital gains, and how to plan for the future.

Important Tax Disclaimer

This content is for educational purposes only and should not be considered tax advice. Always consult with a qualified tax professional for your specific situation.

Common Bitcoin Taxable Events

Selling Bitcoin

Selling Bitcoin for fiat currency triggers a taxable event

Capital Gains Tax

Spending Bitcoin

Using Bitcoin to purchase goods or services

Capital Gains Tax

Trading Bitcoin

Exchanging Bitcoin for other cryptocurrencies

Capital Gains Tax

Earning Bitcoin

Receiving Bitcoin as income or mining rewards

Ordinary Income Tax

What You'll Learn

Tax Reporting
Capital Gains
Estate Planning
Compliance
Record Keeping
Professional Guidance

Essential Tax Tips

Keep Detailed Records

Track all Bitcoin transactions with dates, amounts, and purposes. Good records make tax filing much easier.

Use Tax Software

Consider cryptocurrency tax software to automatically calculate gains, losses, and generate tax reports.

Articles in This Path

1
Intermediate
12 min read

Understanding Bitcoin Taxes: 2025 Guide

Confused by bitcoin taxes? Our 2025 guide breaks down IRS rules on capital gains, income tax, and reporting

2
Intermediate
10 min read

Bitcoin Capital Gains Tax

How capital gains tax applies to Bitcoin transactions and strategies to minimize tax liability

3
Intermediate
9 min read

Bitcoin Tax Reporting Requirements

What transactions must be reported to the IRS and how to properly document Bitcoin activities

4
Advanced
8 min read

Tax-Loss Harvesting with Bitcoin

Using Bitcoin losses to offset gains and reduce your overall tax burden legally

5
Advanced
11 min read

Bitcoin Estate Planning

How to include Bitcoin in your estate plan and ensure smooth inheritance transitions

6
Advanced
13 min read

Bitcoin IRAs and Retirement Planning

Using tax-advantaged retirement accounts to invest in Bitcoin legally

7
Advanced
10 min read

International Bitcoin Tax Considerations

Tax implications for Bitcoin holders in different countries and jurisdictions

8
Beginner
7 min read

Working with Tax Professionals

How to find and work with tax professionals who understand Bitcoin and cryptocurrency