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Insights That Preserve Wealth & Reduce Taxes

Welcome to the Chainwise Insights Blog—your resource for navigating the complexities of wealth, tax, and financial strategy with clarity and confidence.

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Two physical Bitcoin coins placed near U.S. tax forms--1040, 1041, 1065, and 1120--alongside a fan of a hundred-dollar bills and a blue pen, visually linking digital assets with individual, partnership, trust and corporate tax obligations in modern financial strategy.

April 16, 2025

What is a Multi-Signature Wallet & How Do the Taxes Work? 

But while multi-sig technology adds a layer of protection, it also raises some important tax questions.
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Cryptocurrency coins--Bitcoin, Ethereum, Litecoin, Dash--placed atop a printed financial spreadsheet with rising numerical data, alongside a pen and smartphone, symbolizing the integration of digital assets into traditional investment tracking and portfolio analysis.

April 9, 2025

IRS Crypto Reporting: What’s New and What to Watch For in 2025

Cryptocurrency may be decentralized, but the IRS is anything but hands-off when it comes to taxing it.
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A man in a black hoodie examines a physical Bitcoin token in a dimly lit, tech-focused workspace. Behind him, a woman works on a laptop, partially out of focus. The scene blends symbolic currency with digital tools, capturing the quiet intensity of crypto engagement, blockchain development, and the collaborative energy driving decentralized finance.

March 17, 2025

Stay Safe in Crypto: Common Scams and Phishing Red Flags to Watch For

Whether you're new to crypto or a seasoned investor, it's essential to stay alert to the common tactics scammers use.
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Bitcoin coins placed on a calculator displaying 'TAX', surrounded by tax documents and a pen--visually linking digital assets with traditional tax tools, highlighting the growing relevance of crypto in personal, business and compliance planning.

March 15, 2025

Crypto Tax Software: Pros, Cons, and Our Top Picks 

Discover the best crypto tax software options to streamline your reporting. Our comparison helps you choose the right tool for your crypto tax needs.
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Professional woman seated in a high-rise office analyzing financial data across multiple screens--line graphs. pie charts, and bar metrics reflect active crypto trading, portfolio management, and strategic investment decisions in a digitally sophisticated workspace.

March 5, 2025

What Are Unrealized Gains? A Simple Guide That Could Save You Money 

Understanding unrealized gains can help you make smarter financial decisions and, more importantly, avoid unnecessary tax liabilities. 
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Young woman seated at a table in modern building with leafy, map-accented backdrop--holding a credit card while using a laptop, surrounded by a notebook, smartphone and eyeglasses, showcasing the reality of personal finance, crypto onboarding, or stablecoin-enabled digital transactions.

February 24, 2025

The Tax Implications of Different Crypto Transactions: Trading, Mining, and Staking

Explore the tax implications of trading, mining, and staking cryptocurrencies. Our technical guide breaks down complex scenarios for informed decision-making.
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Two individuals seated on a blue couch reviewing tax documents, surrounded by a notebook, a glass of water and a calculator--the woman is focused on calculations the man is rubbing his eyes in fatigue, capturing the emotional weight and cognitive effort of financial planning, budgeting, or crypto tax prep.

February 17, 2025

7 Crypto Tax Mistakes That Could Trigger an IRS Audit in 2025 

Avoid costly crypto tax mistakes that could trigger an IRS audit in 2025. Learn about Form 1099-DA, DeFi tax rules, and how to report crypto transactions correctly
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Contactless payment made with a smartphone at a festive table with nachos, while sports fans celebrate in the background--illustrating the ease and everyday utility of stablecoin transactions in socially vibrant, real world settings.

February 11, 2025

The Benefits of Using Stablecoins as a Payment Mechanism for Your Business 

In today's fast-paced digital economy, businesses constantly look for ways to optimize cash flow, reduce transaction costs, and improve payment efficiency. One emerging solution that is gaining traction is the use of stablecoins as a payment mechanism.
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February 3, 2025

2025 Crypto Tax Guide: What You Need to Know to Avoid Trouble with the IRS 

This comprehensive crypto tax guide will help you understand the latest rules, avoid common pitfalls, and explore strategies to optimize your situation in 2025.
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Bitcoin coins resting on a brown leather wallet atop a wooden desk--surrounded by office supplies and traditional currency, bridging digital assets with everyday finance, reflecting the grounded realities of crypto advisory and personal wealth strategy.

September 27, 2024

Revenue Procedure 2024-28: Navigating the New Basis Allocation Rules for Digital Assets 

Taxpayers are encouraged to work with crypto tax specialists to ensure they fully understand and implement the safe harbor provisions and have the proper systems in place before the January 1, 2025 deadline. 
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Two gold-toned Bitcoin coins placed atop a fan of U.S. hundred-dollar bills on a light blue surface--visually merging traditional currency with digital assets, symbolizing the layered value and evolving landscape of crypto finance advisory

June 26, 2024

Gifting Cryptocurrency

Gifting cryptocurrency to friends and family is quite common amongst crypto users, especially during a bull market like now. Before you send out bunch of coins to other people as a gift, there are several things you need to know.
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Two professionals seated at a desk reviewing tax planning and advisory strategy surrounded by a brass balance scale, gavel, coins, calculator, and a laptop--blending legal symbolism with financial tools to reflect high-trust advisory, crypto compliance, or strategic tax planning.

June 26, 2024

Infrastructure Bill passes — What it means for crypto investors

Tucked into the over 1,000 pages of legislation aimed at bolstering the US’s fledgling infrastructure, Congress also included some new information reporting requirements for crypto investors.
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