Whale Portfolio Tax Optimization & Liquidity Management
$8M crypto portfolio restructured to save $1.2M annually
Client
Confidential Client
Industry
Private Client
Service
Tax Advisory
Timeline
3 Months
Scope
$8M Portfolio
The Challenge
A high-net-worth active digital asset trader with $8M in holdings was triggering massive short-term capital gains tax without efficient deduction structures.
Our Solution
Introduced tax-loss harvesting, entity restructuring as a digital assets trading corporation, and utilized tax-exempt opportunity zone funds for asset gains.
Results Achieved
Reduced effective tax rate by 24%, saving $1.2M in annual tax bills, while implementing automated accounting trackers.
Our Approach
- 01
Reconstructed trading history to identify tax basis details
- 02
Structured an asset trading entity with split distributions
- 03
Implemented automated tax-loss harvesting software
- 04
Reallocated capital gains into Qualified Opportunity Zone funds
- 05
Provided compliance audit-ready documentation
"The team at Dag Cold Ledger took our messy trading portfolio and turned it into an optimized, compliant corporate structure that saves us seven figures."
Sarah Jenkins
Founder, Capital Crypto Group
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