Jet Setting Wealth Advisory, podcast de David T. Yu - Statistiques, épisodes et classements

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Episode 61: 72T: A Game Changer for Early Retirement

Saison 1 · Épisode 61

mardi 13 octobre 2026 • Durée 44:01

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 retirement, Rob explains how 72(t) can allow eligible individuals to access certain retirement funds before age 59½ through a structured series of payments. He also discusses who may benefit, common mistakes, distribution requirements, tax planning opportunities, and why careful planning is essential before establishing a 72(t) strategy.

Key Takeaways:

→ Section 72(t) can provide penalty-free access to certain retirement funds before 59½

→ Early retirement planning starts with understanding your cash-flow needs

→ Distribution errors can trigger significant retroactive penalties

→ Rolling old 401(k)s into an IRA may provide greater flexibility

→ 72(t) can be used as both an income and tax-planning strategy

More from Robert Townend and Early Retirement Access:

Website: earlyretirementaccess.com

LinkedIn: linkedin.com/in/robert-townend-817a2a37/?locale=-

Engage with David T. Yu:

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Sign up for our newsletter or book a call

Visit: DTY Wealth Planning Solutions

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Episode 60: Navigating IRS Challenges: Tax Resolution Strategies for Business Owners

Saison 1 · Épisode 60

mardi 29 septembre 2026 • Durée 47:59

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 helping individuals and business owners navigate complex tax challenges, including IRS collections, SBA loan issues, tax liens, levies, offers in compromise, and proactive strategies to avoid costly mistakes. From understanding your options when facing tax debt to knowing when to seek professional guidance, this episode provides valuable insights into taking control of difficult tax situations.

Key Takeaways:

→ Tax problems require proactive strategies, not waiting until the situation escalates

→ Understanding taxpayer rights can help level the playing field with the IRS

→ SBA loan defaults can create unexpected penalties and financial challenges

→ Offers in compromise, liens, and levies each require careful strategy

→ The right professional guidance can provide clarity and a path forward

More from Hubert Johnson and Guardian Tax Law:

Website: guardiantaxlaw.com

Episode 58: Building Long-Term Value Through Better Decisions

Saison 1 · Épisode 58

mardi 11 août 2026 • Durée 50:38

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, and public accounting, Kep explains why business owners need more than compliance work and traditional tax preparation. From using financial numbers to make better decisions to creating systems, developing scalable teams, planning for exit, and strengthening the brain as a business tool, this episode highlights how entrepreneurs can move beyond owner dependence and build stronger, more valuable businesses.

Key Takeaways:

→ Business owners need advisors who help them make better decisions, not just prepare tax returns

→ Scalable companies require systems, policies, and teams that reduce owner dependence

→ Financial numbers should guide business decisions, not just satisfy compliance

→ Exit planning is about value, purpose, and readiness, not just retirement

→ Brain performance, creativity, and decision-making are key tools for business growth

More from Edward Lyon:

Website: ⁠excelempire.com⁠

Website: ⁠edwardalyon.com⁠

Episode 56: Cross-Border Tax Planning for Expats and Entrepreneurs

Saison 1 · Épisode 56

mardi 21 juillet 2026 • Durée 24:52

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 internationally, or even renouncing U.S. citizenship. From coordinating U.S. and local tax rules to understanding exit tax, covered expatriate status, foreign earned income exclusions, and choosing the right international tax advisor, this episode offers practical guidance for making informed decisions in an increasingly connected world.

Key Takeaways:

→ Cross-border tax planning should begin before moving or doing business abroad→ U.S. and local tax rules must be coordinated together→ Renouncing U.S. citizenship can trigger major tax and immigration consequences→ Exit tax may apply for covered expatriates with higher net worth→ International tax experience matters when choosing the right advisor

Episode 55: How Expats Avoid Costly Tax Mistakes

Saison 1 · Épisode 55

mardi 14 juillet 2026 • Durée 33:03

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. citizens and green card holders still have filing obligations regardless of where they live, along with the opportunities available to qualified taxpayers. From foreign earned income exclusions and state tax residency to foreign asset reporting and international business structures, this episode helps Americans abroad plan before they move, invest, or expand internationally.

Key Takeaways:

→ U.S. citizens and green card holders still have U.S. tax filing obligations while abroad
→ Qualified Americans living overseas may benefit from the foreign earned income exclusion
→ Leaving a high-tax state requires careful residency and domicile planning
→ Foreign bank accounts, entities, and financial assets may trigger additional reporting requirements
→ Retirees, digital nomads, and entrepreneurs should coordinate U.S. and local tax rules before making a move

More from Vincenzo Villamena and Online Taxman:

Website: onlinetaxman.com
LinkedIn: linkedin.com/in/vincenzo-villamenaFacebook: Instagram:

Episode 54: Helping Older Adults Stay Financially Organized and Independent

Saison 1 · Épisode 54

mardi 7 juillet 2026 • Durée 22:33

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, Trina explains how client accounting services can help people stay organized, pay bills on time, manage cash flow, protect their accounts, and retain independence as financial responsibilities become more difficult. From planning for the transition into retirement to organizing critical documents and establishing a power of attorney, this episode offers practical guidance for creating stability before a crisis.

Key Takeaways:

→ Retirement planning should include a plan for managing finances later in life
→ Organizing essential documents helps families act during an emergency
→ A power of attorney can provide needed access when financial support is required
→ Client accounting services can range from advice and budgeting to bill payment and reporting
→ Trusted local support can reduce stress for older adults and long-distance family members

More from Trina McWilliams:

Website: trusteddirectionservices.com LinkedIn: Facebook: Instagram:

Episode 53: How 1031 Exchanges Preserve Wealth and Defer Taxes

Saison 1 · Épisode 53

mardi 30 juin 2026 • Durée 48:14

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 statutory trusts can help investors defer capital gains taxes and reposition their portfolios with greater flexibility. As the author of Lifetime Tax-Free Wealth: The Real Estate Investor’s Guide to the 1031 Exchange, Dave explains why thoughtful planning must begin before a property is listed and how the right strategy can help investors preserve more capital for future opportunities.

Key Takeaways:

→ Start planning before a property sale to meet 1031 deadlines
→ A qualified intermediary is required to complete a 1031 exchange
→ Section 121 and 1031 planning can work together in certain situations
→ Partial exchanges can create flexibility while deferring part of the gain
→ Replacement property must be investment real estate and meet reinvestment rules

More from Dave Foster and The 1031 Investor:

Website: the1031investor.com
LinkedIn: linkedin.com/in/davefoster1031
Facebook: facebook.com/the1031investorYouTube:

Episode 52: Navigating Private Aircraft Ownership and Tax Compliance

Saison 1 · Épisode 52

mardi 9 juin 2026 • Durée 54:26

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 ownership requires more than simply choosing the right plane. From structuring ownership correctly to documenting business use, managing state tax exposure, and preparing for potential audits, this episode highlights the importance of proactive planning before the purchase ever happens.

Key Takeaways:

→ Aircraft ownership requires planning before purchase
→ Tax deductions depend on proper documentation and business use
→ Ownership structure must balance tax efficiency and FAA compliance
→ State sales and use tax can create unexpected costs
→ Proactive review can reduce audit risk and compliance issues

More from Letisha Sailor and AvTax Advisors:

Website: avtaxadvisors.com
LinkedIn: linkedin.com/in/letishasailor
Instagram: instagram.com/avtaxadvisors/?igsh=YzZlaTRremhhYzR1#

Episode 51: Tax Strategy and Compliance in the Northern Mariana Islands

Saison 1 · Épisode 50

mardi 2 juin 2026 • Durée 51:45

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 explains how CNMI source income can qualify for significant local tax rebates, why there is no federal income tax filing for qualifying residents, and how the IRS evaluates whether someone truly moved versus simply trying to claim a new address. From the 183-day misconception to how your daily life, family ties, and documentation determine your tax reality, this episode highlights the complexity behind relocation-based tax strategies.

Key Takeaways:
→ CNMI source income may qualify for local tax rebates under the territory’s tax system
→ Qualifying residents file locally, not federally, when requirements are properly met
→ The 183-day rule is only one small part of proving residency and domicile
→ The IRS evaluates intent through lifestyle, documentation, and personal ties
→ Relocation tax strategies require planning, structure, and proof

More from Tina Azarvand and Azarvand Tax Law:

Email: tina@azarvandtaxlaw.comWebsite: azarvandtaxlaw.com
LinkedIn: linkedin.com/in/tinaazarvand
Facebook: Instagram:

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