Practice
Practice areas
These questions rarely arrive one at a time. A launch is a securities question, a tax question and an entity question in the same week.
01
Tax law
Guidance on digital asset tax records, reporting obligations and IRS disputes. The work is reconstructing what happened in a trading year, reporting it correctly, and representing you where a position is already under examination.
Crypto tax planning & compliance
- Capital gains and losses on digital asset trades
- Staking, mining, and airdrop income reporting
- Cost basis methods (FIFO, HIFO, specific ID)
- DeFi transaction tax treatment
IRS audit defense
- IRS crypto audit representation
- FBAR and foreign account compliance
- Voluntary disclosure programs
- Penalty abatement and negotiation
Tax-efficient structuring
- Entity selection for tax optimization
- Offshore structuring considerations
- Tax treatment of token compensation
- Year-end tax loss harvesting
Business & self-employment tax
- Self-employment and estimated tax payments
- Crypto business income classification
- Sales tax on digital assets
- Multi-state tax nexus
02
Crypto & blockchain
Whether a token is being offered in a way that engages the securities laws, what registration or licensing a business model requires, and how a protocol or a DAO is held. Address these questions before launch, so they inform the project's structure and its compliance planning.
Token launches & digital assets
- Token classification (utility vs. security)
- SAFT and token purchase agreements
- Reg D and Reg S exemption filings
- Post-launch compliance obligations
Regulatory compliance
- Money transmitter license guidance
- FinCEN and MSB registration
- AML and KYC program development
- Exchange and wallet operator compliance
DAOs & DeFi protocols
- DAO LLC formation (Wyoming, Cayman)
- Governance documentation and voting structures
- DeFi protocol legal wrappers and terms of service
- Smart contract dispute resolution
Capital raising
- Reg D and Reg S private placements
- Accredited investor verification
- Crypto fund formation (LP, PPM)
- Token raise documentation
03
Meme coin projects & disputes
Launch planning, project and contributor agreements and entity structure for project teams; records review, disputes and recovery assessment for purchasers.
04
Trusts & estates
Ordinary estate documents rarely say anything useful about a self-custodied wallet. Planning for digital assets means addressing ownership, custody, access and valuation, so that what is held on chain can actually be administered.
Crypto estate planning
- Wills and trusts incorporating digital assets
- Secure key and wallet access planning
- Beneficiary designations for crypto
- Digital asset inventory documentation
Revocable & irrevocable trusts
- Revocable living trusts
- Irrevocable asset protection trusts
- Crypto-specific trust provisions
- Trust administration and modifications
Asset protection
- Domestic and offshore asset protection trusts
- LLC holding structures for crypto
- Spendthrift provisions
- Pre-litigation planning
Estate tax planning
- Federal and state estate tax analysis
- Gifting strategies and annual exclusions
- Charitable giving and donor-advised funds
- Valuation of digital asset holdings
Powers of attorney & directives
- Durable power of attorney
- Healthcare surrogate designation
- Living will and advance directives
- Digital asset power of attorney
Probate & trust administration
- Florida probate proceedings
- Trust administration and accounting
- Crypto estate inventory and recovery
- Beneficiary dispute resolution
05
Entity formation
The structure that supports how a business is owned, financed and eventually sold. Settling it before a raise is ordinary corporate work; unwinding it afterwards is not.
Entity formation
- LLC, corporation (C-corp, S-corp), partnership
- Florida entity formation and registration
- Registered agent services and compliance
- Single and multi-member LLC structuring
Offshore & international structuring
- BVI, Cayman Islands, Panama entities
- Foundation and holding company structures
- Cross-border compliance considerations
- Multi-jurisdiction corporate structuring
Founder & partner agreements
- Founder and co-founder agreements
- Equity and token vesting schedules
- Buy-sell and buyout provisions
- Non-compete and confidentiality agreements
Commercial contracts
- Service and vendor agreements
- Partnership and joint venture agreements
- Terms of service and privacy policies
- NDAs and IP assignment agreements
Corporate governance
- Operating and shareholder agreements
- Board resolutions and meeting minutes
- Equity issuance and cap table management
- Annual compliance and good standing filings
Mergers, acquisitions & exits
- Asset and stock purchase agreements
- Crypto M&A due diligence
- LOI and term sheet drafting
- Post-acquisition integration support
06
Frozen assets & recovery
An exchange has restricted an account, a platform has stopped honouring withdrawals, or funds have left a wallet that should not have moved. What can be done depends on the cause, and on how quickly the work starts.
Exchange account freezes
- Coinbase, Kraken, Binance, and similar platforms
- Compliance review and dispute submissions
- KYC and AML escalations
- Restoration of access and withdrawal rights
Stolen funds & fraud recovery
- On-chain forensic analysis and asset tracing
- Emergency court orders and injunctions
- Coordination with exchanges and law enforcement
- Civil litigation against identifiable bad actors
Rug pulls & project failures
- Identification of responsible parties
- Class and individual actions
- Bankruptcy and receivership proceedings
- Settlement negotiation
Platform insolvency & receivership
- Bankruptcy claim filings
- Customer property recovery
- Coordination with court-appointed trustees
- Distribution and clawback defense