Cartera Blog

Clarity and Confidence in Crypto Tax: Expert Articles from the Cartera Team.

Beyond Form 8949: Other Key Crypto Tax Deadlines & Forms
Crypto
Taxes
IRS
Reporting
Compliance
DeFi

Beyond Form 8949: Other Key Crypto Tax Deadlines & Forms

Navigating crypto taxes means more than just capital gains. Understand key crypto tax forms, deadlines, and reporting for income, foreign accounts, and gifts.

Crypto Tax Extension: How & When to File for More Time
Crypto
Taxes
IRS
DeFi
Regulations
Reporting

Crypto Tax Extension: How & When to File for More Time

Don't panic about crypto taxes. Learn how to file a crypto tax extension (Form 4868) for federal income tax returns and avoid penalties.

Smart Portfolio Management During Crypto Dips & Rebounds
Crypto
Portfolio Management
Investing
Volatility
Risk Mitigation
Rebalancing

Smart Portfolio Management During Crypto Dips & Rebounds

Navigate crypto market volatility with smart portfolio management. Learn diversification, rebalancing, and risk mitigation strategies for resilient crypto investments.

Crypto Tax Deadlines: Your Essential 2026 Compliance Calendar
Crypto
Taxes
IRS
Deadlines
Compliance
Trading

Crypto Tax Deadlines: Your Essential 2026 Compliance Calendar

Navigate the critical 2025 crypto tax deadlines with our essential compliance calendar. Learn how to avoid penalties and streamline your IRS crypto tax filing.

Bitcoin ETF Inflows: Decoding Institutional Sentiment
Crypto Market
Bitcoin ETFs
Institutional Crypto
Investment Trends
Tax Compliance
Market Analysis

Bitcoin ETF Inflows: Decoding Institutional Sentiment

Explore the true meaning behind recent positive Bitcoin ETF inflows and their impact on market sentiment and long-term BTC price recovery.

Navigating Crypto Volatility: What Crypto Liquidations Explained Means for Your Portfolio
Crypto
Trading
Volatility
Risk Management
DeFi
Taxes

Navigating Crypto Volatility: What Crypto Liquidations Explained Means for Your Portfolio

Understand crypto liquidations explained, why they happen during market downturns, and essential risk management strategies to protect your crypto assets from margin trading risk.

The Anatomy of a Crypto Rebound: Why BTC Recovers Faster
Crypto
Bitcoin
Altcoins
Market Analysis
Investment Strategy
Crypto Taxes

The Anatomy of a Crypto Rebound: Why BTC Recovers Faster

Unpack the crypto market rebound analysis to understand why Bitcoin (BTC) often recovers faster than altcoins like ETH and XRP after a dip.

Thin Liquidity: Trading & Tax Strategies in a Crypto Downturn
Crypto Taxes
Trading Strategies
Market Downturn
Liquidity
Tax Reporting
DeFi

Thin Liquidity: Trading & Tax Strategies in a Crypto Downturn

Navigate crypto thin liquidity with strategic trading and tax insights. Understand slippage, market depth, and ensure accurate tax reporting during a bear market.

Crypto Cost Basis: Navigating FIFO, LIFO, & HIFO for Tax Savings
Crypto Taxes
Cost Basis
Tax Optimization
DeFi
IRS
Compliance

Crypto Cost Basis: Navigating FIFO, LIFO, & HIFO for Tax Savings

Master crypto cost basis calculation with FIFO, LIFO, and HIFO methods to minimize crypto taxes and accurately report gains. Learn how automation helps.

Why Accurate Crypto Cost Basis is Critical in a Downturn
Crypto
Taxes
Cost Basis
Tax Loss Harvesting
Investment Strategy
Portfolio Management

Why Accurate Crypto Cost Basis is Critical in a Downturn

In volatile crypto markets, understanding your accurate crypto cost basis is key. Learn how it enables tax-loss harvesting and smarter investment decisions.

Proactive Crypto Tax Planning for Volatile Markets
Crypto
Taxes
DeFi
Volatility
Planning
IRS

Proactive Crypto Tax Planning for Volatile Markets

Don't wait until year-end to think about crypto taxes. Learn how proactive crypto tax planning and year-round strategies can minimize your liability, especially in volatile markets.

Crypto Crash Psychology: Smart Moves & Mindset for Investors
Crypto
Investing
Psychology
Taxes
Market Downturn
DeFi

Crypto Crash Psychology: Smart Moves & Mindset for Investors

Navigate the emotional toll of crypto downturns with smart financial strategies and a resilient mindset. Learn to manage losses and make rational decisions.

What Michael Saylor's $12B Loss Means for Retail Investors
Crypto Investing
Bitcoin
Bear Market
Tax Strategy
Portfolio Management
Institutional Investors

What Michael Saylor's $12B Loss Means for Retail Investors

Unpack Michael Saylor's $12B paper loss to understand institutional vs. retail crypto investment strategies, risk management, and tax lessons for your portfolio.

How Cartera Simplifies Rev Proc 2024–28
Taxes
Crypto
IRS
Revenue Procedure 2024-28

How Cartera Simplifies Rev Proc 2024–28

The IRS publication, Revenue Procedure 2024–28, offers guidance on how taxpayers can allocate the cost basis of their digital assets (like cryptocurrency) for tax purposes. Here’s a simplified breakdown.

Cartera Guide to Crypto Taxes 2025
Taxes
Crypto
IRS
Guide

Cartera Guide to Crypto Taxes 2025

The world of cryptocurrency has exploded in popularity, but with its rise comes a new set of challenges — particularly when it comes to taxes.

Echoes of Innovation: Three Foundational Quotes Shaping the Crypto Landscape
Crypto
Quotes
Blockchain
Decentralization
Innovation
History

Echoes of Innovation: Three Foundational Quotes Shaping the Crypto Landscape

From the foundational vision of Bitcoin to the ethos of decentralization and the ambitious future of finance, certain quotes have crystallized the core principles and aspirations of the cryptocurrency movement. We delve into three such pivotal statements.

Staking Demystified: Utility, Opportunity, and Timing
Staking
DeFi
Proof of Stake
Crypto
Passive Income
Blockchain

Staking Demystified: Utility, Opportunity, and Timing

Staking has emerged as a cornerstone mechanism in the decentralized finance (DeFi) landscape, offering a compelling way for participants to contribute to network security while potentially earning rewards. For many, it's a gateway to passive income within the crypto ecosystem, but understanding its underlying principles and strategic timing is key to maximizing its benefits.

Introducing Cartera: Data-Driven Solution to the Crypto Tax Accounting Problem
Crypto
Taxes
Accounting
DeFi

Introducing Cartera: Data-Driven Solution to the Crypto Tax Accounting Problem

Cartera is a crypto accounting tool that provides an accurate and automated solution to maintain tax compliance. This article explores the current market for DeFi accounting software, and discusses how Cartera substantially improves on existing offerings.