Wealth Uncensored

Jimmy talks with Peter Agrapides from Western Valuations Advisors about how the Coronavirus has created a unique opportunity to transfer wealth due to depressed valuations for privately held assets. Learn about estate tax, expatriation “exit tax,” and other transfer limitations. Jimmy Sexton - Host Peter Agrapides - Guest

Jimmy and Kyle discuss the EU’s tax haven blacklist including qualifications, noticeable absences, and how the list impacts international business and cross-border transactions.

Jimmy and Kyle discuss how the Coronavirus will impact the OECD’s plans to dictate global tax policy. Tax zealots think it helps their cause. Jimmy and Kyle think otherwise.

Jimmy and Kyle cover some of the mistakes Jimmy has seen clients make and some of his war stories including huge expatriation mistakes, hair brained ideas, people ignoring sound advice, and possible government agents up to no good!

Jimmy and Kyle cover the difficulties in planning for US heirs - in particular, traditionally non-US families that only have one or two children that become US citizens or are otherwise subject to the US tax system.

Jimmy and Kyle discuss the many initiatives launched by the OECD and adopted by major countries around the world. Learn their objectives and how they impact your wealth.

Jimmy and Kyle discuss the “best” jurisdictions for Wealth Structuring. Learn what features to look for in a jurisdiction and what to avoid. Jimmy shares his favorite jurisdictions for specific objectives like storing collectibles.

Jimmy and Kyle cover the basics of trusts and foundations and discuss the many variables that make one preferable over the other such as family size, citizenship, location of assets, age, and goals.