How It Works
Five AI-powered steps that transform crypto tax optimization from a 40-80 hour specialist engagement into a sub-1-hour automated workflow.
1
On-Chain Intelligence
AI reads every transaction, DeFi position, NFT, bridge, and swap to reconstruct cost basis automatically.
Key Capabilities:
- Multi-chain wallet scanning (40+ chains)
- Cost basis reconstruction from wallet history
- DeFi position recognition and valuation
- NFT transaction tracking and basis allocation
- Cross-chain bridge reconciliation
2
Strategy Modeling
AI runs all five strategies against your specific position, modeling tax savings over 1, 5, and 10 years.
Key Capabilities:
- Projects gains under Dynasty Shield, Charitable Arbitrage, Liquidity Cascade, Full Spectrum, and Hybrid
- Models GRAT hurdle rates, CLAT zeroing, OZ holding periods
- Accounts for state residency, AGI brackets, and estate thresholds
- Simulates different exit scenarios (bull, bear, sideways)
- Ranks strategies by net present value of tax savings
3
Document Generation
AI drafts trust agreements, PPLI applications, compliance checklists, and engagement letters in minutes.
Key Capabilities:
- Trust agreement templates (IDGT, Dynasty, CLAT, CRUT, GRAT)
- PPLI carrier application packages
- OZ Fund subscription documents
- Cost segregation study requests
- Compliance and disclosure checklists
4
Expert Coordination
Matched specialists coordinate everything while AI monitors ongoing compliance and optimization.
Key Capabilities:
- Tax attorney matching based on structure complexity
- Estate planner coordination for trust formation
- PPLI specialist placement with carrier relationships
- CPA integration for ongoing reporting
- Unified communication dashboard
5
Execution & Monitoring
Continuous monitoring ensures your structures remain compliant and optimized as tax law evolves.
Key Capabilities:
- Real-time portfolio monitoring against strategy parameters
- Automatic alerts for tax law changes affecting your structures
- Annual rebalancing recommendations
- Compliance calendar with filing deadlines
- Performance reporting vs. unstructured baseline