Ted is a 42-year-old lawyer who owns his own law firm and invested in crypto back in 2017. On March 1, 2017 he made the following purchases: 60 BTC for $73,350 400 ETH for $6,948 In early 2018, Ted decides to follow John McCafee’s advice – that privacy coins were the future, so he decides

High Net Worth: Tax Optimizer Case Study

Ryan the Hobbyist: Tax Optimizer Case Study
Ryan is a 24-year-old single student who only works part-time during summer. His total annual income is around $20,000. In late 2020, a friend of Ryan’s told him about DOGE so Ryan decided to invest money into it. On November 12, 2020, Ryan purchased 60,000 DOGE for about $166. After seeing a slight price increase,