Ep 38: From Volatility to Legacy: Helping CPA Clients Navigate Bitcoin with Mike Williams

Worried your clients will ask, “Why didn’t you tell me about Bitcoin sooner?”

In this episode of Everything CPA & Private Equity, Phil Whitman and David Wolfskehl sit down with Mike Williams of TrueVestments to unpack the Bitcoin Legacy Fund—what it is, why Wall Street is leaning in, and how CPA firms can educate and protect high-net-worth clients while still managing risk.

 

In this episode, you will be able to:

 

• Understand why Bitcoin’s volatility is normal for a high-upside asset and how to think beyond day-to-day price swings.

• See how the Bitcoin Legacy Fund is structured specifically for CPA firm owners and their high-net-worth clients.

• Learn how to position Bitcoin as a long-term wealth silo, not a short-term trading play.

• Explore practical ways CPA firms can educate clients—using webinars, documentaries, and joint meetings with Mike’s team.

• Decide how your firm wants to show up: as the advisor who avoided the conversation, or the one who helped clients navigate it intelligently.

 

Tune into this episode of Everything CPA & Private Equity to get the education you need before your clients start asking the hard questions!

#CPAFirmLeadership #DigitalAssetsEducation #PrivateEquityInsights #BitcoinLegacyFund #AdvisorStrategy