I teach the fundamentals of digital assets in plain English. We’ll set up exchange accounts safely (KYC completed, strong passwords, app-based 2FA, withdrawal allow-listing), cover wallets and custody (hot vs. cold, hardware wallets, and seed-phrase hygiene), and walk through how to buy, sell, and trade.
You’ll learn common red flags and scam-avoidance (phishing, impostor “support,” recovery-phrase requests, remote-access “help,” and social-engineering).
For taxes, I show exactly what to record for every transaction such as date/time, asset pair, quantity, cost basis and proceeds in USD, fees, exchange/wallet, TXIDs, and notes for staking/airdrops so year-end reporting is straightforward. Education only; this is not investment advice.
(Availability: Nationwide.)


Protect what matters so you can live, build, and grow with peace of mind.
NOTES:
Information is general and not legal or tax advice. Engagement begins only after a written agreement is signed.
Licensing/Jurisdiction: Real estate closings and estate planning services are provided in New York only. Tax preparation, tax planning, tax resolution, business services and debt accelerated payoff programs are available nationwide.
No outcome guarantees. Pricing is provided privately during consultation.