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How Expats Avoid Costly Tax Mistakes
How Expats Avoid Costly Tax Mistakes

Season 1 Episode 55

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 …

10 hours ago

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Helping Older Adults Stay Financially Organized and Independent
Helping Older Adults Stay Financially Organized and Independent

Season 1 Episode 54

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 s…

1 week ago

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How 1031 Exchanges Preserve Wealth and Defer Taxes
How 1031 Exchanges Preserve Wealth and Defer Taxes

Season 1 Episode 53

Want more flexibility when selling an investment property?


On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Dave Foster, foun…

2 weeks ago

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Navigating Private Aircraft Ownership and Tax Compliance
Navigating Private Aircraft Ownership and Tax Compliance

Season 1 Episode 52

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 …

1 month ago

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Tax Strategy and Compliance in the Northern Mariana Islands
Tax Strategy and Compliance in the Northern Mariana Islands

Season 1 Episode 50

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…

1 month, 1 week ago

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Bridging Tax, Legal, and Financial Strategy for Business Owners
Bridging Tax, Legal, and Financial Strategy for Business Owners

Season 1 Episode 50

Want to stop treating your business, taxes, and legal planning like separate conversations?


On this episode of Jet Setting Wealth Advisory, David T. …

1 month, 2 weeks ago

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Smarter Aircraft Ownership Through Tax Strategy and Compliance
Smarter Aircraft Ownership Through Tax Strategy and Compliance

Season 1 Episode 49

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 …

1 month, 3 weeks ago

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Forward-Looking Tax Planning for High-Income Earners
Forward-Looking Tax Planning for High-Income Earners

Season 1 Episode 48

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 Robe…

2 months, 1 week ago

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Rewriting Your Money Story for Better Financial Decisions
Rewriting Your Money Story for Better Financial Decisions

Season 1 Episode 47

Want to improve your relationship with money and reduce financial stress?


On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Ta…

3 months ago

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Using Financial Data for Smarter Business Decisions
Using Financial Data for Smarter Business Decisions

Season 1 Episode 46

Want to make smarter business decisions with your financial data?


On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Tevia Hoal…

3 months, 1 week ago

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