Although insanely volatile, we believe there are massive opportunities in this exciting new space, but also lots of risks and complexities to navigate.
The tax regulations and guidance are limited at best and ever-evolving. You can get in to trouble by not having a clear grasp on the tax and risks with Crypto.
We help you understand the crypto that you own as well as the general landscape to participate in the opportunities and minimize the pitfalls.
Bitcoin & other Cryptocurrencies can be a critical component of a modern financial plan. We work with you to understand if, where, and how it can effectively fit into accomplishing your goals.
We help you:
• Understand and minimize your risks when investing
• Get your assets into self custody
• Start investing in Bitcoin
• Review tax implications of transactions to avoid audit traps
• Pair Bitcoin and Crypto with your overall financial planning and investing goals
And For More Complex tax situations, our affiliated firm, Vincere Tax, specializes in helping crypto investors and traders with deeper needs
Vincere helps you live your ideal lifestyle by providing financial planning and investment advice that helps you pursue your passion and achieve a "Work Optional" Lifestyle.