Explorez tous les épisodes du podcast Jet Setting Wealth Advisory

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=-

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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

LinkedIn: linkedin.com/in/hubert-johnson-5091653a

Facebook: facebook.com/guardiantaxlaw

Instagram: instagram.com/guardiantaxlaw

Engage with David T. Yu:

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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 Kep Kepner and KepnerCPA:

Website: kepnercpa.com

LinkedIn: linkedin.com/company/kepnercpa

Facebook: facebook.com/KepnerCPA

Instagram: instagram.com/kepnercpa

Engage with David T. Yu:

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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 lights” that Congress intentionally created for business owners and high-income earners. From legal tax avoidance and entity structuring to advisor coordination, plain-English planning, and the difference between reactive preparation and proactive strategy, this episode challenges listeners to stop waiting until year-end and start making smarter tax decisions throughout the year.

Key Takeaways:

→ The tax code contains incentives business owners often overlook

→ Tax planning is not about being aggressive; it is about being proactive

→ Many CPAs focus on tax preparation, not forward-looking tax mitigation

→ Plain-English planning helps business owners understand opportunities better than spreadsheets alone

→ Coordinated advisors can uncover strategies that siloed professionals often miss

More from Edward Lyon:

Website: ⁠excelempire.com⁠

Website: ⁠edwardalyon.com⁠

LinkedIn: ⁠linkedin.com/in/edward-lyon-7a9168⁠

Engage with David T. Yu:

Connect on⁠ LinkedIn⁠,⁠ Instagram⁠, &⁠ Facebook⁠

Sign up for our⁠ newsletter⁠ or⁠ book a call⁠

Visit:⁠ DTY Wealth Planning Solutions

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

More from Vincenzo Villamena and Online Taxman:

Website: onlinetaxman.comLinkedIn: linkedin.com/in/vincenzo-villamenaFacebook: facebook.com/OnlineTaxmanInstagram: instagram.com/onlinetaxman

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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-villamena
Facebook: facebook.com/OnlineTaxman
Instagram: instagram.com/onlinetaxman

Engage with David T. Yu:

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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: linkedin.com/in/trina-mcwilliams-73575a179
Facebook: facebook.com/accenture
Instagram: instagram.com/accenture

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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/the1031investor
YouTube: youtube.com/c/The1031Investor

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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#

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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: facebook.com/azarvandtaxlaw
Instagram: instagram.com/azarvandtaxlaw

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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 to serve as a “quarterback” for business owners who need help translating complex financial decisions into coordinated action. From audit-proofing your books and avoiding common tax pitfalls to aligning business cash flow with personal wealth and estate planning, this episode highlights how small gaps in coordination can create very expensive problems.

Key Takeaways:

→ Business owners often understand their business but not how financial statements truly work
→ Audit-proofing your books is about discipline, separation, and how you treat your business 
→ Debt decisions, spending habits, and cash flow timing can quietly derail long-term goals
→ The biggest financial mistakes often come from lack of coordination between advisors
→ The right professional should act as a translator and facilitator, not just a technician

More from Chris Papin and Papin CPA:

Email: chris@papincpa.com

Website: papincpa.com
LinkedIn: linkedin.com/in/chrispapin
Facebook: https://www.facebook.com/PapinCPA

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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 gives him rare insight into the challenges flight departments, executives, and owners face when trying to balance business use, personal use, and IRS requirements. From bonus depreciation and Qualified Business Use tests to SIFL, entertainment disallowance, and the role of automation and AI in aviation finance, this episode breaks down the complex tax rules that can create massive financial consequences if misunderstood.

Key Takeaways:
→ Bonus depreciation only works if strict Qualified Business Use rules are met every year
→ Failing QBU tests can trigger painful tax recapture years later
→ Personal vs. business flight classification must be documented contemporaneously
→ SIFL and entertainment disallowance directly impact executives and company deductions
→ Automation and software are transforming how flight departments stay compliant and cost-efficient

More from Ryan DeMoor and MySky:

Email: Ryan@MySky.com
Website: mysky.com
LinkedIn: linkedin.com/in/ryan-demoor-cam-mba

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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 accountant is actively helping them pay less in taxes, while Bobby explains how his background in aviation shaped his approach to financial planning, risk management, and tax mitigation. From business owners and high-income W2 earners to aviation professionals, this episode highlights the importance of planning ahead, assembling the right team, and looking beyond traditional tax reporting. 

Key Takeaways:

→ Tax planning should be forward-looking, not just year-end reporting

→ High-income earners often have more tax options than they realize

→ The right advisory team can uncover overlooked planning opportunities

→ Alternative strategies may help reduce tax liability when properly structured

→ Failing to plan often leads to expensive missed opportunities

More from Robert Keller and Edward Lyon:

Website: excelempire.com

Website: edwardalyon.com

LinkedIn: linkedin.com/in/robert-keller-28a2742a4

LinkedIn: linkedin.com/in/edward-lyon-7a9168

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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 decisions are often driven more by feelings than logic. From understanding your “money story” to identifying hidden triggers and shifting from scarcity to abundance, this episode highlights how self-awareness can lead to better financial decisions and a more confident future. 

Key Takeaways:

→ Money decisions are driven more by emotion than logic

→ Your “money story” is shaped early through family experiences

→ Financial anxiety can exist regardless of wealth level

→ Awareness is the first step to changing your relationship with money

→ Open, intentional conversations can transform financial outcomes

More from Tari K. Vickery and Life Matters Financial Group:

Website: lifemattersfinancialgroup.com

Website: tarikvickeryauthor.com

LinkedIn: linkedin.com/in/tari-k-vickery-09027a2

Facebook: facebook.com/profile.php?id=61561349842621

Instagram: instagram.com/tarikvickeryauthor

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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 financial strategy can transform the way businesses operate. From understanding the critical difference between profit and cash flow to using real-time data for better decisions, this episode highlights how financial systems, mindset, and high-touch service can drive sustainable growth. 

Key Takeaways:

→ Profit and cash flow are not the same, and both must be tracked

→ Financial data reduces risk and improves decision-making

→ Growth requires planning because scaling is expensive

→ Using financials strategically beats simply tracking numbers

→ High-touch, proactive accounting creates stronger business outcomes

More from Tevia Hoalst and TeKoda Accounting:

Email: Tevia@TeKodaAccounting.com

Website: tekodaaccounting.com

LinkedIn: linkedin.com/in/tevia-hoalst

Facebook: facebook.com/TeKodaAccounting

Instagram: instagram.com/tekodaaccounting

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Do you have a plan in place if something happens to you, or are you leaving your family to figure it out in court?

On today's episode of Jet Setting Wealth Advisory, David T. Yu speaks with Kristen Landon and Lauren Klein, Co-Founders of Flourish Law Group, for an important conversation on estate planning, probate, incapacity planning, and protecting your legacy. With deep experience in estate, tax, and trust planning, they explain why estate planning is not just for the ultra-wealthy and why every adult should have key legal documents in place. From wills and trusts to powers of attorney and probate avoidance, Kristen and Lauren break down complex legal concepts in a practical, easy-to-understand way that helps families plan ahead with confidence.

Key Takeaways:

→ Estate planning is important for adults of all wealth levels, not just the ultra-wealthy.

→ A will alone does not avoid probate and may still require court involvement.

→ Trusts can help avoid probate, protect assets, and create better long-term outcomes 

→ Incapacity planning is just as important as planning for death.

→ Proper titling and beneficiary designations are essential for an estate plan to actually work.

More from Lauren/Kristen & Flourish Law Group:

Website: flourishlawgroup.com

LinkedIn (Lauren): linkedin.com/in/lauren-a-klein-esq-ll-m-a39a5a35

LinkedIn (Kristen): linkedin.com/in/kristen-landon-esq-77a678107

Facebook: facebook.com/lawyerlaurenklein

Instagram: instagram.com/flourishlawgroup:

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How do you build a luxury brand by saying “yes” when everyone else says no?

On the latest episode of Jet Setting Wealth Advisory, David speaks with Kaye Gitibin, Co-Founder and CEO of Go Rentals, for a compelling conversation on service-driven growth, leadership, and building a nationally recognized luxury brand without traditional advertising. Kaye shares his journey from immigrating to the U.S. as a teenager to co-founding Go Rentals with his brother, turning a simple family travel frustration into a hospitality-first company serving ultra-high-net-worth travelers. From guaranteeing exact vehicles and plane-side delivery to training teams on etiquette, presence, and service excellence, Kaye explains how culture, consistency, and relationships have fueled three decades of growth across market cycles.

Key Takeaways:

→ Exceptional service is the true differentiator in competitive industries
→ Time, not money, is the most valuable asset for high-net-worth clients
→ Culture and training must scale before growth does
→ Strong relationships outperform advertising over the long term
→ Saying “yes” creates loyalty, trust, and unforgettable experiences

More from Kaye Gitibin and Go Rentals:

Website: gorentals.com
LinkedIn: linkedin.com/in/kaye-gitibin-60318354
Facebook: facebook.com/gorentalsusa
Instagram: instagram.com/gorentals/?hl=en

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Want to simplify your financial systems for better growth and decision-making?

On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Perry Mayer, founder of Vital Accounting Services, for an insightful conversation on small business accounting, financial clarity, and systems for long-term success. From building a firm that prioritizes financial clarity to using data and KPIs to drive growth, Perry’s journey from corporate work to entrepreneurship is filled with valuable lessons. His approach combines strong technical expertise with practical strategies, helping business owners simplify their financial systems and make better decisions.

Key Takeaways:

→ Clear financial systems drive business health and growth.
→ Fractional CFOs provide scalable expertise for small businesses.
→ Proactive planning helps avoid costly mistakes.
→ Bookkeeping is key to understanding your financial impact.
→ Technology enhances process efficiency and decision-making. 

More from Perry Mayer and Vital Accounting Services:

Email: perry@vitalacct.com
Website: vitalacct.com
LinkedIn: linkedin.com/in/perry-mayer-cpa
Facebook: facebook.com/profile.php?id=100088494293372
Instagram: instagram.com/vital_accounting

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In this final episode of 2025, David reflects on the milestones and memorable moments of the past year. From client appreciation events to celebrating retirements, he shares how his team at DTY Wealth Planning Solutions has focused on building strong, lasting relationships with clients. David also discusses the importance of proactive tax planning, the growing wealth transfer, and the recent educational webinars produced by the company. Looking ahead to 2026, he expresses gratitude for the trust and loyalty of clients and partners, as well as the rewarding experiences shared throughout the year.

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Want to turn your money chaos into clarity and build a business that supports your real life?

On this episode of Jet Setting Wealth Advisory, Matt Green, founder of Ledger Medial Accounting Services, shares the unconventional path that shaped his approach to business and finance. From years in Nashville’s music scene to launching his own firm back home in South Carolina, Matt breaks down how creativity, discipline, and empathy translate into smarter money decisions for entrepreneurs. He talks through the financial mistakes he sees most often, the systems that help owners finally feel in control, and why simplifying your numbers is the fastest route to growth, profit, and peace of mind.
Key Takeaways:
 → Your background shapes how you run your business
 → Financial clarity starts with simple systems you’ll actually maintain
 → Many tax problems come from avoidable habits, not complex rules
 → Advisory isn’t just numbers; it’s decision-making, confidence, and peace of mind
 → Better books = better strategy, fewer surprises, and more profit

More from Matt Green and Ledger Medial Accounting Services:
Email: matt@ledgermedial.com
Website: ledgermedial.com
LinkedIn: linkedin.com/in/greenml
Facebook: facebook.com/ledgermedial
Instagram: instagram.com/ledgermedial

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Design the life first—then build the money plan to match it.

In this episode of Jet Setting Wealth Advisory, David speaks with Brian Evans, founder of Madrona Financial & CPAs, host of the long-running radio show Growing Your Wealth, and author of 7 Steps to a Successful Retirement. Brian shares how he evolved from public accounting to leading a billion-dollar, fully integrated advisory firm—and why real retirement success starts with a lifestyle blueprint before portfolio tweaks. From unifying tax, estate, business, and investment decisions to demystifying Delaware Statutory Trusts (DSTs) for longtime landlords, Brian offers a clear, practical playbook for turning experience into lasting prosperity.

Key Takeaways:

 → Start with a lifestyle blueprint; back into assets, cash flow, and timelines.

 → Getting tax, estate, investment, and real estate voices in the same room

 → Consider 1031s into DSTs to keep income and time while deferring tax

 → Risk is felt more on the downside; calibrate portfolios to your true loss tolerance

 → Build the plan 5–10 years early, then reverse-engineer the path to your ideal next decade

More from Brian Evans and Madrona Financial & CPAs:

Website: madronafinancial.com

LinkedIn: linkedin.com/in/brianevanscpapfs

Facebook: facebook.com/MadronaFinancial

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Want to keep more of what you earn and build a business that actually serves your life?

On today's episode of Jet Setting Wealth Advisory, David speaks with Wendy Barlin, CPA—business strategist, speaker, and author. Wendy shares her immigrant-to-entrepreneur story, how she built and sold a fully remote accounting firm with strong profitability, and why she now coaches professional-service owners to reduce stress, tighten operations, and prepare for exits. The conversation cuts through hype (including AI fears) to the basics that move the needle: meticulous record keeping, smart deductions, clean books, and systems that make you scalable and sellable—plus practical insights on using advisors, stabilizing revenue, and clarifying your personal definition of success.

Key Takeaways:

 → Importance of record keeping: track every dollar, keep receipts, and stay audit-ready 

 → Don’t chase only top-line; manage expenses and systems to maximize what you keep

 → Use the right advisors at the right time (CPA vs. EA vs. tax attorney) 

 → To sell: show consistent revenue, documented processes, and a team that runs without you

 → Define success, hire for gaps, and let systems buy back your time

More from Wendy Barlin:

Email: wendy@wendybarlin.com

Website: wendybarlin.com

LinkedIn: linkedin.com/in/wendybarlin

Instagram: instagram.com/wendybarlincpa

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Are your RSUs and year-end taxes about to surprise you—or are you planning now to keep more of what you earn?

In this episode of Jet Setting Wealth Advisory, David sits down with Ariel Haughton, Senior Tax Specialist at Goldstein Tax Advisors, and returning guest Barry Kaufman for a clear, candid walkthrough of equity compensation and proactive tax strategy. Ariel explains how RSUs actually hit your paycheck, what “grant” and “vesting” really mean, and the simple habits that prevent April shocks. The conversation expands to ISOs and AMT timing, entity choices for business owners, and why women increasingly leading household finances benefit from jargon-free guidance and year-round planning.

Key Takeaways:
 → RSUs often withhold at 22% while your actual bracket may be higher
 → Track your basis at vesting so you don’t get taxed twice when you sell
 → Time ISO exercises with AMT in mind and your full income picture
 → Proactive, year-round planning beats last-minute filings for stress and penalty avoidance
 → Separate business and personal accounts to strengthen deductions and clean books

More from Ariel Haughton/Barry Kaufman and Goldstein Tax Advisors:
Email: tax@goldsteintaxadvisors.com
Website: goldsteintaxadvisors.com
LinkedIn: linkedin.com/in/ariel-haughton

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What if getting fired was the best thing that ever happened to you—and became the spark for building a multimillion-dollar company? 

In today's episode of Jet Setting Wealth Advisory, David talks with Jennifer Barnes, CEO and Founder of Optima Office, about turning setbacks into strength. Jennifer shares how losing her job led her to launch one of San Diego’s fastest-growing outsourced accounting and HR firms, now topping $14 million in revenue. She reveals the leadership principles that fuel Optima’s 85% retention rate, how she uses AI to empower—not replace—her people, and why kindness, mentorship, and culture are the ultimate competitive edge in business. 

Key Takeaways:

→ How being fired weeks before her wedding inspired her to launch a multimillion-dollar firm

→ Why culture, kindness, and flexibility are the ultimate competitive advantage in business

→ How to use automation and AI to enhance—not replace—human expertise

→ The essential financial metrics every growing business should track for stability and scale

→ Why authentic leadership and mentorship create lasting loyalty and long-term success

More from Jennifer Barnes and Optima Office:

Email: jennifer@optimaoffice.com

Website: optimaoffice.com

LinkedIn: linkedin.com/in/jennifer-barnes-mba

Facebook: facebook.com/OptimaOffice

Instagram: https://www.instagram.com/optimaoffice

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Are you confident that your business's finances are truly secure?

In this episode of Jet Setting Wealth Advisory, host David T. Yu sits down with Jeff Neumeister, Managing Partner at Kelly+Partners Advisory Services, to discuss the art and science of forensic accounting. Jeff explains how most financial frauds are preventable, why even companies with accountants can still be vulnerable, and how a forensic mindset helps uncover risks before they become disasters. From fake vendors to overlooked tax errors, Jeff shares practical advice for entrepreneurs who want to protect their profits, strengthen internal controls, and understand the true value of their business.

Key Takeaways:
→ Why most financial frauds persist—and how simple oversight could have stopped them

→ How to use “forensic thinking” to identify hidden risks, even when your books seem clean

→ The difference between fair market and strategic value
→ How owners can prevent losses with proactive internal controls 

→ Why skepticism, not trust, is a business owner’s best defense against fraud 

More from Jeff Neumeister:

Email: Jeff.Neumeister@kellypartners.com
Website: https://www.kellypartners.com/
LinkedIn: https://www.linkedin.com/in/forensicacct
Facebook: facebook.com/neumeistercpa
Instagram: instagram.com/neumeistercpa/

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What happens when a 787 captain, helicopter rescue pilot, and airspace designer reimagines how we move through the sky?

In this episode, David speaks with Chris Baur, President & CEO of Hughes Aerospace and active Boeing 787 captain. Chris unpacks how performance-based navigation (PBN), advanced RNP, and helicopter IFR open safer, smarter routes—plus what it takes to integrate eVTOLs and UAS into everyday airspace. He also shares lessons from leading the longest helicopter oceanic rescue on record and why peer support and weather cameras save lives.

Key Takeaways:
→ PBN/NextGen: shorter routes, lower emissions, higher throughput, safer ops
→ TERPS vs. PANS-OPS: obstacle data drives your minimums
→ Advanced RNP + guided visuals: straighter lines, lower mins, safer GA
→ Helicopter IFR/ZK routes: 3D paths, safer missed approaches, broader access
→ Proven safety enablers: weather cameras, peer support, and AAM/vertiport readiness

More from Chris Baur and Hughes Aerospace Corporation:

Website: hughesaerospace.com
LinkedIn: www.linkedin.com/in/chrisbaur
Facebook: www.facebook.com/HUGHESNEXTGEN
Twitter (X): x.com/hughesaerospace

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Feeling overwhelmed by your business finances?

In this week's episode of Jet Setting Wealth Advisory, David speaks with Borbala Banto, CPA and founder of Concierge CPAs, a boutique advisory and accounting firm helping business owners across 23 states gain control, clarity, and freedom. Borbala shares how her firm blends tax strategy, CFO services, and holistic advisory to help entrepreneurs make stress-free, profitable decisions. She also discusses her book, 57 Ways to Grow Your Business, and actionable strategies for S Corp elections, retirement plans, and business entity structuring.

Key Takeaways:
→ Why regular advisory CPA meetings transform small business decision-making.
→ How strategic tax planning impacts profitability and cash flow.
→ The importance of structuring business entities correctly for maximum benefits.
→ Creating a holistic financial strategy that integrates personal and business goals.
→ Practical examples of resolving accounting discrepancies and improving long-term business outcomes.

More from Borbala Banto and Concierge CPAs:

Website: https://conciergecpas.com/
LinkedIn: https://www.linkedin.com/in/borbalabanto/
Facebook: https://www.facebook.com/ConciergeCPAs

Engage with David T. Yu:

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Is your company’s financial function holding back growth? 

This week on Jet Setting Wealth Advisory, David T. Yu speaks with Ted Rose, MBA, CPA, and CEO of Rose Financial Solutions. Ted shares his journey from Pricewaterhouse to founding a pioneering finance-as-a-service firm, transforming traditional accounting into a strategic growth engine. Learn how his AI-enabled platform, Easby, helps CEOs and CFOs make faster, more informed decisions while maintaining compliance and operational efficiency.

Key Takeaways:

→ Understanding finance as a service and how it differs from traditional outsourcing 

→ Avoiding common financial pitfalls that derail growth during funding rounds, acquisitions, and scaling

→ Leveraging AI and workflow automation to make financial processes more transparent and actionable

→ The importance of financial clarity across the organization to empower leadership and teams

 → How strategic financial planning and technology integration can save time, reduce costs, and enhance decision-making

More from Ted Rose and Rose Financial:

Website: rosefinancial.com

LinkedIn: linkedin.com/in/rosefinancial

Facebook: facebook.com/RoseFinancial

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Ever wondered what it’s really like to be audited by the IRS?

On this week's episode of Jet Setting Wealth Advisory, David T. Yu speaks with Romeo Razi, CPA, former IRS agent, and founder of TaxedRight, who shares his rare insider perspective on audits, compliance, and strategies for small business owners and high-income earners. Drawing from his experience on both sides of the audit table, Romeo explains how to approach IRS letters with confidence, avoid common mistakes, and implement tax strategies that reduce risk while keeping more of your earnings. He also shares insights from his newsletter, TaxTicker, which translates complex tax topics into practical advice for entrepreneurs and investors.

Key Takeaways:

→ The biggest mistake taxpayers make is representing themselves in an IRS audit
→ Understanding the IRS process and audit triggers can drastically reduce stress and exposure
→ Small business owners often make costly errors with deductions
→ Having proper representation can turn an adversarial audit into a manageable process
→ Staying proactive and informed empowers business owners to make smarter financial decisions

More from Romeo Razi and TaxedRight:

Email: romeo@taxedright.com
Website: taxedright.com
LinkedIn: linkedin.com/in/romeo-razi
Facebook: facebook.com/taxedright
Twitter (X): x.com/RomeoRazi

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Visit: DTY Wealth Planning Solutions

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Ready to take your travel experience to the next level? 

In the latest episode of Jet Setting Wealth Advisory, David T. Yu is joined by James Butler, CEO of Shaircraft Solutions, a leading private aviation consulting firm. James, a recognized expert in the private air travel industry, shares his insights on fractional jet ownership, jet cards, and charter agreements, revealing strategies that can help travelers save money and make smarter decisions in the skies. With over 25 years of experience, James guides clients through the complexities of private air travel, ensuring that they get the best deal, maintain security, and maximize their travel experience.

Key Takeaways:
→ Understand the differences between fractional ownership, jet cards, and charter agreements
→ How to avoid common mistakes in private aviation deals
→ How to negotiate the best terms and ensure you're maximizing your investment 
→ The importance of understanding the total cost of private aviation
→ How to ensure you’re flying on the right aircraft that fits your needs, budget, and lifestyle

More from James Butler and Shaircraft Solutions:

Email: jbutler@shaircraft.com
Website: shaircraft.com
LinkedIn: www.linkedin.com/in/jamesdbutler
Facebook: www.facebook.com/ShaircraftSolutions
Twitter (X): x.com/shaircraft

Engage with David T. Yu:

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Visit: DTY Wealth Planning Solutions

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Is it time to rethink how you approach financial planning?

In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Beth Goldstein, Owner of Goldstein Tax Advisors, and Barry Kaufman, CPA & Partner, about proactive strategies for high-income earners and business owners. From navigating the complexities of W2 income and equity compensation to maximizing deductions on real estate investments, Beth and Barry share their client-first approach to building long-term financial relationships. With insights ranging from charitable giving to cost segregation and 1202 stock sales, they show how strategic planning and the right team can reduce stress and multiply results.

Key Takeaways:

 → Don’t wait until April - year-round planning delivers the best results

 → W2 earners and equity-compensated employees have more options than they realize

 → Real estate investors can unlock powerful savings with depreciation and cost segregation

 → Charitable giving strategies like bunching can significantly increase deductions

 → The right CPA team provides not just compliance, but confidence and relief

More from Goldstein Tax Advisors:

Email: tax@goldsteintaxadvisors.com

Website: www.goldsteintaxadvisors.com

LinkedIn: www.linkedin.com/company/goldstein-tax-advisors/people

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Are you ready to shift from simply paying taxes to multiplying your wealth and building an abundant lifestyle?

In this episode of Jet Setting Wealth Advisory, David T. Yu is joined by Jeff Badu, licensed CPA, parallel entrepreneur, and wealth multiplier. As founder and CEO of Badu Tax Services, Jeff leads a premier CPA firm serving over 3,000 clients across all 50 states and 25 countries. From his roots in Ghana to building a multinational enterprise, Jeff shares how proactive planning, financial education, and the right mindset empower business owners and high-income earners to reduce tax liability and create long-term wealth.

Key Takeaways:
→ Mindset is everything - abundance starts with desire, not resources
 → Tax planning saves money; tax preparation only keeps you compliant
 → Everyday expenses can be leveraged as powerful business deductions
 → Real estate offers ongoing opportunities for cash flow and tax shelters
 → Education is the key to making informed financial decisions  

More from Jeff Badu and Badu Tax Services:

Call/Text: 773-819-5675 Website: http://jeffbadu.com/
LinkedIn: linkedin.com/in/jeffbadu/
Facebook: facebook.com/badutaxservices/
Instagram: instagram.com/badutaxservices/

Engage with David T. Yu:

Connect on LinkedIn, Instagram, & Facebook

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Visit: DTY Wealth Planning Solutions

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Are you missing out on tax strategies that could be fueling your business growth and building long-term wealth?

In this episode of Jet Setting Wealth Advisory, David T. Yu sits down with James Rainwater, CEO & Chief Tax Strategist of Rainwater.CPA, a boutique tax advisory firm serving seven- to eight-figure business owners. With a background spanning national CPA firms, private industry, and CFO roles, James brings a unique blend of real-world operational insight and deep tax strategy expertise. He shares actionable ways to reduce tax burdens legally, from core planning fundamentals to advanced strategies, while emphasizing clear communication and personalized solutions that make taxes easier to understand.

Key Takeaways:

 → Knowing is better than not knowing: clarity on your tax bill drives smart planning

 → Proactive tax planning fuels business growth and long-term wealth

 → Strong communication with your CPA helps avoid costly mistakes and audit traps

 → Leverage tax-advantaged accounts like 529 plans, HSAs, and innovative strategies like the Augusta Rule

 → Hiring kids for legitimate work can create powerful tax savings

More from James Rainwater and Rainwater.CPA:

Email: james@rainwatercpa.com

Website: rainwatercpa.com/

LinkedIn: www.linkedin.com/in/jrainwater/

Facebook: www.facebook.com/Rainwater.CPA/

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Are you ready to stop overpaying the IRS and finally take control of your tax strategy—without the confusion and guesswork?

In the latest episode of Jet Setting Wealth Advisory, David T. Yu sits down with Mike Jesowshek, CPA, founder of TaxElm and host of the Small Business Tax Savings Podcast. With a passion for simplifying complex tax strategies, Mike has helped thousands of entrepreneurs reduce their tax burdens legally and efficiently. Together, they unpack the misconceptions around tax planning, the difference between filing and true strategy, and how small business owners can start maximizing deductions immediately. Whether you're just getting started or earning seven figures, Mike's practical approach to tax mitigation offers massive value you can implement today.

Key Takeaways:
→ Tax planning isn’t cheating, it’s using government incentives the way they were intended
 → Learn the difference between tax filing and proactive, year-round tax strategy
 → Maximize deductions by shifting after-tax spending into pre-tax business expenses
 → Implement core strategies like the Augusta Rule, hiring your kids, and board meetings
 → Use tools like Tax Elm to build a blueprint, stay compliant, and save thousands

More from Mike Jesowshek and TaxElm:

Email: ask@taxsavingspodcast.com
Website: taxelm.com/
LinkedIn: www.linkedin.com/in/mikejesowshek

Instagram: www.instagram.com/taxsavings/

Engage with David T. Yu:

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Are you ready to discover the secrets behind maximizing tax savings, building strong client relationships, and mastering the art of effective communication in the world of finance and entrepreneurship?

In this episode of Jet Setting Wealth Advisory, David T. Yu is joined by accounting professional and Managing Member of PRP & Associates, LLC, Paul Pahoresky. David engages in a dynamic conversation with Paul, shedding light on the transition from corporate finance to entrepreneurship. Paul's insights, inspired by books like "The Lean Startup" by Eric Ries and podcasts such as "How I Built This" with Guy Raz, offer a fresh perspective on owning a business. By emphasizing the importance of balance and community involvement, Paul's approach to financial services stands out in the industry, setting a high standard for client relationships and tax optimization strategies.

Key Takeaways:

→ Embrace business ownership without letting it consume you.

→ Explore new financial partnerships for better service and responsiveness.

→ Simplify accounting systems for better financial management.

→ Plan ahead with tax advisors for a smoother tax season.

→ Prioritize client communication through newsletters, emails, and phone calls.

More from Paul Pahoresky and PRP & Associates, LLC:
Email: Paul@PRPAssoc.com
Website: www.prpassoc.com/
LinkedIn: linkedin.com/in/paul-pahoresky

Engage with David T. Yu:
Connect on LinkedIn, Instagram, & FacebookSign up for our newsletter or book a call!Visit: DTY Wealth Planning Solutions

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How do you keep millions of passengers safe in the sky—and what happens when the future of flight includes no pilot at all? 

In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Captain John Cox, a renowned aviation safety expert with over 55 years of experience. Captain Cox has shared his expertise through Safety Operating Systems, shaping safety management systems globally. He emphasizes the importance of safety culture and the challenges faced by the aviation industry in integrating unmanned vehicles into airspace.

Key Takeaways:

→ Safety Management Systems (SMS) are crucial in reducing accidents and are increasingly adopted across various sectors.

→ Consistent funding for aviation safety is essential to address technological advancements and maintain critical infrastructure.

→ The integration of unmanned vehicles, like drones, poses significant challenges due to evolving technology outpacing regulatory frameworks.

→ Enhanced pilot training and the expansion of safety management systems are vital for continuously improving aviation safety.

→ Captain John Cox's work continues to shape safety standards in the aviation industry, promoting a safer environment for all.

More from John Cox and Safety Operating Systems:

Email: jcox@safeopsys.com

Website: www.safeopsys.com/

LinkedIn: www.linkedin.com/in/john-cox-9996251/

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Are you maximizing your tax strategy to fuel business growth?

In the latest episode of Jet Setting Wealth Advisory, David T. Yu sits down with Bette Hochberger, CPA and founder of a modern, forward-thinking advisory firm. Bette reveals the power of proactive tax planning, sharing how her firm helps entrepreneurs, small businesses, and real estate investors optimize their finances. With a focus on cloud-based accounting and fractional CFO services, Bette explains how entrepreneurs can prioritize profit, streamline their financial operations, and navigate complex tax systems—particularly in emerging industries like crypto. She also highlights key tax-saving opportunities that are often overlooked, helping businesses stay agile, future-ready, and tax-efficient.

Key Takeaways:
→ Proactive Tax Planning: Optimize tax benefits through proactive planning
→ Cloud Technology for Efficiency: Enhance client services with cloud-first strategies
→ Profit First System: Prioritize profitability for sustainable financial management
→ Modernizing Accounting: Stay relevant by embracing technology
→ Specialized Tax Strategies: Tailored tax advice for entrepreneurs and investors

More from Bette Hochberger:

Website: bettehochberger.com
email: bette@bettehochberger.com

Linkedin: linkedin.com/in/bettehochberger
Facebook: facebook.com/BetteHochberger
Twitter (X): x.com/bettehochberger

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Are you aware of the hidden legal risks lurking in your aircraft ownership and operations?

In the latest episode of Jet Setting Wealth Advisory, David T. Yu is joined by David Norton, Head of the Aviation Practice at Shackelford, McKinley & Norton, LLP. David delves into the importance of aviation safety, compliance with FAA regulations, and responsible flying practices. He emphasizes the significance of understanding FAA regulations in aircraft ownership and operation to avoid illegal activities and penalties. David also highlights the financial aspects of aircraft ownership, stressing the need for strategic tax planning to prevent regulatory issues and maximize business deductions.

Key Takeaways:

→ Understanding FAA regulations is crucial for legal compliance in aircraft ownership→ Strategic tax planning is essential for optimizing business deductions in aviation

→ Aspiring aviators are encouraged to pursue passion and financial independence

→ Norton categorizes regulatory offenders into clueless, careless, and criminal

→ Career guidance emphasizes finding passion and giving back in aviation

More from David Norton and Shackelford, McKinley & Norton, LLP

Website: https://shackelford.law/
LinkedIn: https://www.linkedin.com/in/david-t-norton
Facebook: https://www.facebook.com/shackelfordmckinleynortonllp
Instagram: https://www.instagram.com/shackelford.law/
Twitter (X): https://x.com/_shackelfordlaw Email: DNorton@Shackelford.law

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Are you curious about the secrets to a successful career in aviation? In this episode of Jet Setting Wealth Advisory, David T. Yu is joined by Erika Armstrong, the Director of Marketing for Advanced Aircrew Academy. 

Erika's remarkable journey from a pilot at a small Minnesota airport to a prominent educator and business leader is a testament to resilience and adaptability in the ever-evolving aviation industry. Drawing from her experiences and insights shared in her best-selling memoir "A Chick in the Cockpit," Erika delves into the importance of real-world experience, having a backup plan, and the balance between a college degree and quality flight training in navigating uncertainties in aviation careers.

Key Takeaways:

→ Erika's journey: from a small Minnesota airport to the captain's seat of corporate jets and commercial airliners

→ Importance of understanding personalities and organizational culture for success in aviation

→ Value of mentorship in aviation: avoiding mistakes, improving skills, and upholding safety and professionalism

→ Debate on college degree vs. flight training in aviation career development 

→ Transition and challenges for retired airline pilots entering corporate aviation: key considerations for success.

More from Erika Armstrong and Advanced Aircrew Academy:

Website: https://www.aircrewacademy.com/
LinkedIn: https://www.linkedin.com/in/achickinthecockpitb727/
Facebook: https://www.facebook.com/AdvancedAircrewAcademy
Twitter (X): https://x.com/AircrewAcademy

Engage with David T. Yu:

Connect on LinkedIn, Instagram, & FacebookSign up for our newsletter or book a call!Visit: DTY Wealth Planning Solutions

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Want to know how pilot retirements and aircraft delays are shaping the future of aviation careers? Tune in to our latest episode as Kit Darby returns to uncover the secrets of the pilot job market and strategic career planning in the sky!

In this episode of Jet Setting Wealth Advisory, David T. Yu welcomes back Kit Darby, a leading expert in pilot career development with over 40 years in the aviation industry, who provides insights into the complexities of the pilot job market through his consulting work at Kittar.com. Kit highlights the impending need for 3,500 to 4,500 new pilots annually, projecting over 80,000 job openings in the next decade. He emphasizes the impact of pilot retirements, the challenges posed by the COVID-19 pandemic, and the importance of data-driven decision-making in pilot career advocacy. 

Key Takeaways:

→ Looming shortage of pilots: 3,500 to 4,500 new pilots needed annually due to retirements and workforce growth.

→ Importance of strategic fleet management: Varied pilot requirements across aircraft types necessitate robust planning.

→ Retirement age extension debate: Considerations on career longevity and financial benefits in aviation.

→ Compensation balance: Impact of employee wages on airline profitability and industry sustainability.

→ Kit Darby's expertise: Data-driven insights for pilots and airlines navigating the evolving job market landscape.

More from Kit Darby:

Website: Airline Aviation Expert Witness Services & Pilot Training Consulting

LinkedIn: Kit Darby | LinkedIn

Facebook: Facebook

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Ever wondered how to navigate the highs and lows of the airline industry to secure your dream pilot career? Learn how strategic planning, perseverance, and timing can make all the difference from our expert guest, Captain Kit Darby!

In this episode of Jet Setting Wealth Advisory, David T. Yu engages in an insightful conversation with Captain Kit Darby, a renowned expert in pilot career forecasting, with decades of experience at the intersection of aviation operation and workforce economics. He founded KitDarby.com Aviation Consulting to specialize in pilot career forecasting and airline industry trends, offering invaluable guidance to aspiring aviators on navigating hiring cycles and career strategies. Listen in as Kit highlights the significance of long-term career planning in the ever-evolving airline industry and details how strategic planning and perseverance can shape a successful pilot career.

Key Takeaways:

→ Strategic planning and perseverance are key in the cyclical airline industry

→ Building experience during downturns is vital for career competitiveness

→ Seniority is crucial; quick job acquisition is key

→ Becoming a wide body captain boosts salary and prospects

→ Balance financial planning, lifestyle choices, and insurance for career security

More from Kit Darby:

Website: Airline Aviation Expert Witness Services & Pilot Training Consulting

LinkedIn: Kit Darby | LinkedIn

Facebook: Facebook

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Ever wondered how meticulous asset valuation can impact your tax outcomes? Tune in to discover the secrets behind optimizing wealth transfer and tax compliance with highly regarded tax and estate planning expert, Eric Lanning!

In this episode of Jet Setting Wealth Advisory, host David T. Yu speaks with Eric Lanning, a highly respected counsel at Frost Law with over two decades of experience in taxation of insurance, annuity products, and estate planning. Eric shares invaluable insights into meticulous asset valuation, proactive estate planning, and the importance of tax-efficient setups such as LLCs for effective asset management. He also highlights the versatility of life insurance in tax and estate planning, emphasizing the benefits of tax-free growth and asset protection.

Key Takeaways:

→ Detailed asset documentation and running a business correctly can help navigate tax complexities.

→ Proactive estate planning is crucial to prevent family disputes and ensure smooth wealth transfer.

→ Utilizing tax-efficient structures like LLCs can optimize asset management strategies.

→ Life insurance serves as a versatile tool for tax planning, offering tax-free growth and asset protection.

→ Staying informed about potential tax law changes is essential for effective wealth preservation and asset growth.

More from Eric Lanning and Frost Law:

Contact: eric.lanning@frosttaxlaw.com

Website:

https://floridataxattorney.com/

https://askfrost.com/our-team/eric-lanning

LinkedIn:

https://www.linkedin.com/in/eric-lanning-j-d-ll-m-87ab69a6/

https://www.linkedin.com/company/frostlaw/

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What does it take to navigate the complexities of the aviation industry and emerge successful? Find out how the power of vision, resilience and a commitment to diversity can shape a thriving career in aviation. 

In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Diana Hernandez, the founder of Login Aviation Services. Diana's path began during the 2008 financial crisis with an unexpected business opportunity in Florida, igniting a 20-year expedition from managing aircraft component sales to establishing her own thriving company. Her perspective on her journey highlights the importance of seizing opportunities and remaining open to new directions, as evidenced by her pivot from international business to the aviation industry. As an active member of the Fort Lauderdale chapter of Women in Aviation, she is dedicated to promoting diversity and inclusion, using her leadership to inspire and support emerging talent in the aviation field.

Key Takeaways:

→ Diana's journey from managing aircraft component sales to founding Login Aviation Services showcases her vision, resilience, and passion for aviation.

→ Her dedication to fostering a supportive environment for women in aviation through organizations like Women in Aviation highlights her commitment to diversity and inclusion.

→ Diana's progression from obtaining a private pilot license to becoming an instrument-rated pilot reflects her deep understanding of the industry, fueled by her background in aircraft maintenance.

→ The challenges of navigating aviation regulations stress the importance of compliance, staying informed about advancements, and networking within the industry.

→ Login Aviation's expansion into private jet sales demonstrates their adaptability to client needs and market demand, aligning with Diana's strategic vision and client-focused approach.

More from Diana Hernandez and Login Aviation:

Website: https://www.loginsvc.com/

Twitter: https://twitter.com/loginaviation

LinkedIn: https://www.linkedin.com/company/22340597/admin/feed/posts/

Facebook: https://www.facebook.com/loglnaviation

Instagram: https://www.instagram.com/loginaviation/

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Visit: DTY Wealth Planning Solutions

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Are you a business owner or an aspiring entrepreneur looking to minimize taxes, grow wealth, and avoid the most common financial pitfalls? This episode is your blueprint for building a profitable and sustainable business—without losing your mind (or your sleep).

In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Michael Reeder, CPA and Managing Partner of Reeder CPA Group. Michael is a trusted advisor to franchise owners and small business entrepreneurs, known for his deep expertise in strategic tax planning, entity structuring, and creative funding strategies. With over 14 years of experience and a nationwide network of franchise consultants, Michael shares his unconventional path from college wanderer to owning the very firm that hired him out of school. From using cold showers and intermittent fasting to maintain focus to guiding clients through ROBS C-Corp structures and the SBA maze, Michael brings practical insight and infectious energy to every topic.

Key Takeaways:

→ Bookkeeping isn’t just for taxes—it’s the foundation for strategic decision-making.

→ Strategic use of S-Corp elections and self-employed retirement plans can unlock major tax savings.

→ The Robs C Corporation structure offers a way to use retirement funds to launch a business—if used wisely.

→ Successful entrepreneurs prioritize low-cost living, self-discipline, and consistent routines.

→ SBA loans, securities-backed lines of credit, and defined benefit plans are powerful, underutilized tools for business growth.

More from Michael Reeder and Reeder CPA Group:

Website: https://www.reedercpagroup.com

LinkedIn: https://www.linkedin.com/in/michael-reeder-cpa

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Visit: DTY Wealth Planning Solutions

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When it comes to running a successful business, having a solid financial strategy in place is crucial. Whether you're a startup or a well-established company, understanding your financial health, managing cash flow, and analyzing financials are all key components to achieving business success and sustainable growth.

In this episode of Jet Setting Wealth Advisory Podcast, host David T. Yu engages in a dynamic conversation with Patricia Santayana, CPA, financial strategist, and business transformation expert. Patricia's expertise lies in unraveling financial inefficiencies and guiding entrepreneurs toward enhanced cash flow and profitability. Drawing inspiration from her family's jewelry business, Patricia brings a unique perspective to the world of finance, shedding light on the importance of understanding financial statements to drive business success.

Key Takeaways:

→ Dive into your revenue drivers to optimize cash flow and profitability.

→ Tailor financial strategies based on individual business goals and aspirations.

→ Overcome the fear of numbers by deeply understanding financial reports.

→ Transform your business into a well-oiled machine by making data-driven decisions.

→ Achieve financial independence and success by aligning business growth with personal goals.

More from Patricia Santayana:

Patricia Santayana, CPA, is Delphi Advisory Services's president, specializing in helping entrepreneurs unlock their business potential. With a focus on financial assessment and strategic planning, Patricia empowers business owners to take control of their finances and achieve long-term success.

Connect with Patricia:

Free Download: https://www.delphiadvisoryservices.com/parts

Email: patricia@delphiadvisoryservices.com

Engage with David T. Yu:

Connect on LinkedIn, Instagram, & Facebook

Sign up for our newsletter or book a call!

Visit: DTY Wealth Planning Solutions

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Have you ever wondered how owning an aircraft could transform your financial strategy? Discover insider secrets to making your aviation passion a profitable venture.

In this episode of Jet Setting Wealth Advisory, David T. Yu speaks David T. Yu speaks with Harry Daniels Jr., a Certified Public Accountant, Certified Financial Planner, and licensed private pilot with over four decades of expertise. Together, they explore the financial intricacies of aircraft ownership, tax strategies, and how to integrate aviation into your business planning. Harry also discusses highlights from his article, Making the Most of Your Aircraft Asset, and shares actionable tips for new and seasoned aircraft owners alike.

Key Takeaways:

→The benefits and pitfalls of aircraft leasebacks for flight schools.

→ How to navigate IRS passive loss rules for aviation assets.

→ Strategies for maximizing tax benefits through bonus and regular depreciation.

→ The hidden costs of aircraft ownership and how to plan for them.

→ Why comprehensive pre-purchase inspections and proper financial planning are essential.

More from Harry Daniels Jr.:

Read: "Making the Most of Your Aircraft Asset" in Planes and Pilot Magazine.

LinkedIn: Harry Daniels Jr.

Instagram: @DuganJoinerCPA

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Connect on LinkedIn, Instagram, & Facebook

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Visit: DTY Wealth Planning Solutions

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How can we secure America’s fiscal future while preparing for the rising challenges of debt, government inefficiency, and economic uncertainty? Are we ready to take bold steps to ensure a sustainable path forward?

In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with the Honorable David M. Walker, a renowned fiscal responsibility advocate and former Comptroller General of the United States.  With over 40 years of executive experience spanning the public, private, and nonprofit sectors, Walker shares his insights on transforming government efficiency, strategic fiscal reform’s importance, and actionable financial preparedness strategies. Drawing from his latest book, America in 2040: Still a Superpower?, he dives into the challenges facing the U.S. economy, the role of government accountability, and how individuals can safeguard their financial futures amidst growing fiscal pressures.

Key Takeaways:

→ The U.S. is on an unsustainable fiscal path, and immediate action is required to address rising debt and interest expenses.

→ Government transformation must focus on outcomes, with streamlined operations and a clear national strategic plan.

→ The private sector can play a key role in reform, but public-private partnerships must balance innovation with public accountability.

→ Young leaders must engage in the conversation and push for responsible fiscal policies to avoid mortgaging their futures.

→ Personal financial preparedness is essential, with strategies like tax efficiency, private pensions, and diversified income sources critical for retirement security.

More from David M. Walker and the Federal Fiscal Sustainability Foundation:

• Visit AmericaIn2040.com to explore David Walker’s work, latest op-eds, and resources.
• Check out his book America in 2040: Still a Superpower? which is now available for insights on preparing for economic challenges.

Engage with David T. Yu:

Connect on LinkedIn, Instagram, & Facebook

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Visit: DTY Wealth Planning Solutions

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Are you ready to take control of your finances and build wealth on your terms?

In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Dan Nicholson, bestselling author, award-winning CPA, and founder of Nth Degree CPA. Known for his groundbreaking book Rigging the Game and the Rigging the Game podcast, Dan shares his unique approach to achieving financial certainty, navigating risks, and optimizing wealth for small business owners. From debunking myths about financial success to explaining how to leverage "solvable problems," this episode is packed with insights that challenge traditional financial wisdom.

Key Takeaways:

→ The importance of creating and following your personal "money rules" for financial success.

→ Why defining your "solvable problem" is essential for aligning wealth with life goals.

→ How understanding risk and leveraging asymmetric opportunities can optimize financial outcomes.

→ The critical distinction between maximizing and optimizing wealth strategies for entrepreneurs.

→ How innovative tax strategies, such as sovereign tax credits, drastically reduce tax liabilities.

More from Dan Nicholson and Nth Degree CPA:

Website: Nth Degree CPAs

Listen: (UN)Conventional Wealth Podcast

Read: Rigging the Game: How to Achieve Financial Certainty, Navigate Risk and Make Money on Your Own Terms

Engage with David T. Yu:

Connect on LinkedIn, Instagram, & Facebook

Sign up for our newsletter or book a call!

Visit: DTY Wealth Planning Solutions

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Ever wondered how to navigate the maze of IRS tax controversies and safeguard your wealth in a changing tax landscape?

In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Michael Kramarz, Principal at Kaufman Rossin's Tax Service Advisory Group and a former IRS Special Trial Attorney. Michael shares over 14 years of expertise in navigating complex tax matters, from high-stakes IRS disputes to creative tax planning for businesses and high-net-worth individuals. With insights drawn from his work in the public and private sectors, Michael offers actionable advice on managing IRS audits, understanding policy changes, and protecting your financial future.

Key Takeaways:

→ How preparation can shield you from IRS penalties.

→ Why consulting with advisors helps you adapt to evolving tax laws and keeps your finances stress-free.

→ The secret to staying ahead of IRS scrutiny.

→ Why you should pay attention to legislative changes.

→ How innovative strategies, such as using the Cohan Rule, can turn seemingly dire situations into opportunities for success.

More from Michael Kramarz and Kaufman Rossin:

Website: http://www.kaufmanrossin.com/

LinkedIn: https://www.linkedin.com/in/michael-kramarz/

Instagram, Facebook, YouTube: @kaufmanrossin

Engage with David T. Yu:

Connect on LinkedIn, Instagram, & Facebook

Sign up for our newsletter or book a call!

Visit: DTY Wealth Planning Solutions

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Are you ready to unlock the secrets to financial freedom and learn how to build lasting wealth as an entrepreneur?

In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Suzanne Mariga, CPA, fractional CFO, and CEO of the Mariga Group. Suzanne is a Profit First expert and author of Profit First for Minority Business Enterprises, a Publisher’s Weekly Editor’s Pick. In this engaging conversation, Suzanne dives deep into actionable strategies for wealth building, tax optimization, and creating a profitable business, drawing on her extensive experience with seven- and eight-figure entrepreneurs and top firms like Arthur Andersen and KPMG. She also shares insights from her podcast, Profit Talk, and the systems that have changed the financial trajectory of countless businesses.

Key Takeaways:

→ Learn ways to ensure profitability from the start.

→ How to identify and cut unnecessary costs to maximize your cash flow.

→ Discover how to hire family members, implement 401(k) vesting schedules, and use tax-efficient investments to build generational wealth.

→ Why create automated systems to save and invest regularly, even during uncertain market conditions.

→ Way to reinforce financial accountability and focus on high-ROI reinvestments.

More from Suzanne Mariga and the Mariga Group:

Website: https://marigagroup.com/

Listen: The Profit Talk

Read: Profit First For Minority Business Enterprises

LinkedIn: @susannemariga 

Instagram: @susanne.mariga

Engage with David T. Yu:

Connect on LinkedIn, Instagram, & Facebook

Sign up for our newsletter or book a call!

Visit: DTY Wealth Planning Solutions

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