TAX BLOG

New IRS digital asset reporting rules are set to reshape how cryptocurrency transactions are tracked and reported, with Form 1099-DA introducing new compliance expectations for investors, traders, and crypto platforms alike. As reporting standards evolve, taxpayers may face greater scrutiny and new challenges when preparing their filings. A Mondaq article written by David Rotfleisch (linked below) explores some of the key changes, potential risks, and why digital asset users

Milan Solarz-Patel of Auric Private Client Advisory LLC presents at The Southpac Offshore Planning Institute 2026 conference The Southpac Offshore Planning Institute 2026, hosted by Southpac Group from April 14–16 at the JW Marriott Parq Vancouver, delivered a clear message: offshore planning is no longer optional, it is foundational to modern wealth strategy. Bringing together a highly curated group of approximately 80–100 attendees, the conference struck an ideal balance be

Milan Solarz-Patel, Founder and Chief Tax Advisor of Auric Private Client Advisory LLC, will be attending the upcoming STEP Texas May 7th Event, focused on Cross-Border Real Estate Investment: Mobility, Structuring, and U.S. Tax Issues for Global Families. This timely program is designed for professional advisors working with internationally clients and globally connected families. It will explore the key drivers behind cross-border real estate investment, practical structuri