Strategic Wealth Briefing with Jake Claver, QFOP

Strategic Wealth Briefing with Jake Claver, QFOP

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How South Dakota Became America’s $500 Billion Onshore Tax Haven
South Dakota now manages over $500 billion in trust assets, more than the Cayman Islands. Learn how its dynasty trusts, zero state income tax, and asset…
 • Jake Claver
How to Never Pay Taxes on Your Crypto
If you are building long term wealth through crypto or high growth assets, estate planning mistakes can quietly erase everything you worked for.
 • Jake Claver
Crypto Tax Preparation and Filing: What Digital Asset Holders Need to Know
Learn how specialized crypto tax preparation services help digital asset holders file accurate returns. Discover why the IRS is watching and how to…
 • Jake Claver
Generation-Skipping Trusts Explained: How Wealthy Families Legally Avoid 40% Estate Taxes
Learn how Generation-Skipping Trusts (GSTs) help families preserve wealth across generations while avoiding the 40% GST tax.
 • Jake Claver
Revocable Living Trust and LLC: How to Protect Your Digital Assets and Avoid Probate
Learn how to combine a revocable living trust with an LLC to protect your digital assets, avoid probate, and maintain control of your wealth…
 • Jake Claver
2025 Year in Review: Milestones and Gratitude
Here’s a recap of the things that happened at Digital Ascension Group and Digital Wealth Partners.
 • Jake Claver
How to Claim Tax Losses After Falling for a Crypto Scam - What the IRS Actually Allows
Lost money to a cryptocurrency scam? Learn how to claim tax deductions under IRS rules, including the profit motive test, documentation requirements…
 • Jake Claver
Why XRP Stands Out as An Asset Institutions Actually Use
From ETF inflows to tokenized assets and bank partnerships, learn how Ripple & XRP fit into the future of regulated finance.
 • Jake Claver
Infinite Banking for Crypto Investors: How to Access Cash Without Selling Your Holdings
Discover how Infinite Banking gives crypto investors liquidity without selling. Learn how dividend-paying whole life insurance creates a private lending…
 • Jake Claver
Life Insurance Tax Secrets for Crypto Investors
Carson Porter, COO of Xure Legacy ( https://www.xurelegacy.com ) and a 12-year insurance industry veteran, breaks down how high-net-worth individuals…
 • Jake Claver
The Final Window: Why This is the Last Great Wealth Transfer of Our Lifetimes
The global financial system is locking into "efficiency" forever. Are you positioned before the door closes?
 • Jake Claver
Why 90% of Families Lose Their Fortune and How to Beat the Odds
Discover why 90% of family wealth disappears by the third generation and learn actionable strategies to preserve your legacy through communication, heir…
 • Jake Claver
Strategic Wealth Briefing with Jake Claver, QFOP
Strategic Wealth Briefing with Jake Claver, QFOP
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