Jet Setting Wealth Advisory

Want to stop treating taxes as something you deal with after the year is over? On the latest episode of Jet Setting Wealth Advisory , David T. Yu speaks with Steven Jarvis, CPA and CEO of Retirement Tax Services, for an insightful conversation on proactive tax planning, tax strategy, and the importance of integrating taxes into a comprehensive financial plan. Steven explains the difference between...

Want to access your retirement savings before 59½ without the usual 10% early withdrawal penalty? On the latest episode of Jet Setting Wealth Advisory , David T. Yu speaks with Rob Townend, CPA and founder of Early Retirement Access, for an insightful conversation on Section 72(t), early retirement, and tax planning. After using the strategy himself to transition from corporate America to early re...

Facing IRS problems can feel overwhelming, but having the right strategy can make all the difference. On the latest episode of Jet Setting Wealth Advisory , David T. Yu speaks with Hubert Johnson, tax attorney, lecturer, and founder of Guardian Tax Law, for an important conversation on IRS disputes, tax resolution, taxpayer rights, and protecting your financial future. Hubert shares his experience...

Are you building a business, or just building yourself a job? On this episode of Jet Setting Wealth Advisory , David T. Yu speaks with Kep Kepner, founder and managing partner of KepnerCPA, for a practical conversation on business advisory, strategic tax planning, exit planning, and building a company that creates long-term value. Drawing on decades of experience in sales, consulting, technology,...

Are you still managing taxes by looking backward? On the lastest Jet Setting Wealth Advisory, David T. Yu welcomes back Edward Lyon, tax attorney, speaker, consultant, and Chief Tax Planner at Excel Empire, for another sharp and practical conversation on proactive tax planning. Ed explains why the tax code should be viewed less like a list of restrictions and more like a roadmap filled with “green...

Thinking about living, working, or doing business abroad? On this episode, David continues his conversation with Vincenzo Villamena, Founder and CEO of Online Taxman, for Part 2 of their discussion on international tax planning for Americans abroad. Vincenzo explains what U.S. citizens, entrepreneurs, expats, and global investors should consider before moving overseas, doing business international...

Living, working, or investing abroad and unsure what the IRS still expects from you? On this week's  Jet Setting Wealth Advisory , David T. Yu speaks with Vincenzo Villamena, CPA, Founder and CEO of Online Taxman, for the first of a two-part conversation on U.S. tax planning for Americans abroad. Drawing on his experience as an expat and international tax advisor, Vincenzo explains why U.S. c...

Want to make sure your family is prepared for the financial realities that come with aging? On the latest  Jet Setting Wealth Advisory,  David T. Yu speaks with Trina McWilliams, Founder of Trusted Direction and Americas Controller at Accenture I&CP, LLC, for a meaningful conversation on financial support for older adults and the families who care for them. Inspired by her own family’s experience,...

Want to make sure your family is prepared for the financial realities that come with aging? On the latest Jet Setting Wealth Advisory, David T. Yu speaks with Trina McWilliams, Founder of Trusted Direction and Americas Controller at Accenture I&CP, LLC, for a meaningful conversation on financial support for older adults and the families who care for them. Inspired by her own family’s experience, T...

Want more flexibility when selling an investment property? On this episode of  Jet Setting Wealth Advisory , David T. Yu speaks with Dave Foster, founder of The 1031 Investor and a qualified intermediary for 1031 exchanges, for a practical conversation on tax-efficient real estate investing. Dave shares how 1031 exchanges, Section 121 primary residence planning, partial exchanges, and Delaware sta...

Want more flexibility when selling an investment property? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Dave Foster, founder of The 1031 Investor and a qualified intermediary for 1031 exchanges, for a practical conversation on tax-efficient real estate investing. Dave shares how 1031 exchanges, Section 121 primary residence planning, partial exchanges, and Delaware statu...

Want to understand the tax and compliance issues before buying an aircraft? On this episode of  Jet Setting Wealth Advisory , David T. Yu speaks with Letisha Sailor, founder of AvTax Advisors, for a practical conversation on aviation tax law, aircraft ownership, FAA compliance, and IRS audit risk. With more than 20 years of experience in aviation tax and accounting, Letisha explains why aircraft o...

Want to understand the tax and compliance issues before buying an aircraft? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Letisha Sailor, founder of AvTax Advisors, for a practical conversation on aviation tax law, aircraft ownership, FAA compliance, and IRS audit risk. With more than 20 years of experience in aviation tax and accounting, Letisha explains why aircraft own...

Thinking about relocating for tax reasons? It’s not as simple as counting days on a calendar. On this week's  Jet Setting Wealth Advisory , David T. Yu speaks with Tina Azarvand Esq., Managing Partner of Azarvand Tax Law, about the little-known tax structure of the Commonwealth of the Northern Mariana Islands and why residency, domicile, and intent matter far more than most people realize. Tina ex...

Thinking about relocating for tax reasons? It’s not as simple as counting days on a calendar. On this week's Jet Setting Wealth Advisory, David T. Yu speaks with Tina Azarvand Esq., Managing Partner of Azarvand Tax Law, about the little-known tax structure of the Commonwealth of the Northern Mariana Islands and why residency, domicile, and intent matter far more than most people realize. Tina expl...

Want to stop treating your business, taxes, and legal planning like separate conversations? On this episode of  Jet Setting Wealth Advisory , David T. Yu speaks with Chris Papin, founder of Papin CPA and Papin Law, about why business owners struggle when tax, legal, insurance, and financial planning are handled in silos. Chris shares how his dual background as both a CPA and an attorney allows him...

Want to stop treating your business, taxes, and legal planning like separate conversations? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Chris Papin, founder of Papin CPA and Papin Law, about why business owners struggle when tax, legal, insurance, and financial planning are handled in silos. Chris shares how his dual background as both a CPA and an attorney allows him t...

Want to avoid costly tax mistakes with your aircraft ownership? On the latest  Jet Setting Wealth Advisory , David T. Yu speaks with Ryan DeMoor, Head of Aviation Tax at MySky, for an in-depth conversation about aviation tax strategy, compliance, and the critical mistakes aircraft owners and operators often make. Ryan shares how his unique background as both an airline pilot and aviation tax exper...

Want to avoid costly tax mistakes with your aircraft ownership? On the latest Jet Setting Wealth Advisory, David T. Yu speaks with Ryan DeMoor, Head of Aviation Tax at MySky, for an in-depth conversation about aviation tax strategy, compliance, and the critical mistakes aircraft owners and operators often make. Ryan shares how his unique background as both an airline pilot and aviation tax expert...

Want to stop treating taxes like something that just happens to you? On today's episode of Jet Setting Wealth Advisory , David T. Yu speaks with Robert Keller and Edward Lyon of Excel Empire, for a practical conversation on proactive tax planning, alternative investing, and reducing tax liability through forward-looking strategies. Ed shares why many successful people mistakenly assume their accou...

Want to stop treating taxes like something that just happens to you? On today's episode of Jet Setting Wealth Advisory, David T. Yu speaks with Robert Keller and Edward Lyon of Excel Empire, for a practical conversation on proactive tax planning, alternative investing, and reducing tax liability through forward-looking strategies. Ed shares why many successful people mistakenly assume their accoun...

Want to improve your relationship with money and reduce financial stress? On this episode of Jet Setting Wealth Advisory , David T. Yu speaks with Tari Vickery, author of The Emotional Side of Money, for a powerful conversation on how emotions, upbringing, and personal experiences shape financial behavior. With over 25 years of experience working closely with families, Tari shares how money decisi...

Want to improve your relationship with money and reduce financial stress? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Tari Vickery, author of The Emotional Side of Money, for a powerful conversation on how emotions, upbringing, and personal experiences shape financial behavior. With over 25 years of experience working closely with families, Tari shares how money decisio...

Want to make smarter business decisions with your financial data? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Tevia Hoalst, owner and CEO of TeKoda Accounting, for a powerful conversation on financial clarity, cash flow, and strategic decision-making for business owners. With over 15 years of experience, Tevia shares how shifting from reactive bookkeeping to proactive f...

Want to make smarter business decisions with your financial data? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Tevia Hoalst, owner and CEO of TeKoda Accounting, for a powerful conversation on financial clarity, cash flow, and strategic decision-making for business owners. With over 15 years of experience, Tevia shares how shifting from reactive bookkeeping to proactive f...