Jet Setting Wealth Advisory

47:59

Episode 60: Navigating IRS Challenges: Tax Resolution...

Jet Setting Wealth Advisory ·

2026/09/29

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

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36:41

Episode 59: Passive Income Beyond the Cockpit

Jet Setting Wealth Advisory ·

2026/09/01

Want to build wealth beyond your airline paycheck and 401(k)?On the latest episode of Jet Setting Wealth Advisory, David speaks with Tait Duryea, Founder and CEO of Turbine Capital, for a practical conversation on passive income, alternative investments, tax efficiency, and building long-term wealth beyond aviation. As an airline captain, third-generation aviator, real estate investor, and co-host of the Passive Income Pilots podcast, Tait shares how pilots can think differently about income,

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50:38

Episode 58: Building Long-Term Value Through Better...

Jet Setting Wealth Advisory ·

2026/08/11

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

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43:30

Episode 57: Finding the Green Lights in the Tax Code

Jet Setting Wealth Advisory ·

2026/08/04

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

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24:52

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

Jet Setting Wealth Advisory ·

2026/07/21

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

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24:12

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

Jet Setting Wealth Advisory ·

2026/07/21

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

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33:03

Episode 55: How Expats Avoid Costly Tax Mistakes

Jet Setting Wealth Advisory ·

2026/07/14

Living, working, or investing abroad and unsure what the IRS still expects from you? On this week'sJet 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

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32:23

Episode 55: How Expats Avoid Costly Tax Mistakes

Jet Setting Wealth Advisory ·

2026/07/14

Living, working, or investing abroad and unsure what the IRS still expects from you? On this week'sJet 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

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22:33

Episode 54: Helping Older Adults Stay Financially...

Jet Setting Wealth Advisory ·

2026/07/07

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

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21:53

Episode 54: Helping Older Adults Stay Financially...

Jet Setting Wealth Advisory ·

2026/07/07

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,

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48:14

Episode 53: How 1031 Exchanges Preserve Wealth and...

Jet Setting Wealth Advisory ·

2026/06/30

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

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47:34

Episode 53: How 1031 Exchanges Preserve Wealth and...

Jet Setting Wealth Advisory ·

2026/06/30

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

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53:46

Episode 52: Navigating Private Aircraft Ownership and...

Jet Setting Wealth Advisory ·

2026/06/09

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

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54:26

Episode 52: Navigating Private Aircraft Ownership and...

Jet Setting Wealth Advisory ·

2026/06/09

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

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51:45

Episode 51: Tax Strategy and Compliance in the...

Jet Setting Wealth Advisory ·

2026/06/02

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

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51:05

Episode 51: Tax Strategy and Compliance in the...

Jet Setting Wealth Advisory ·

2026/06/02

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

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40:55

Episode 50: Bridging Tax, Legal, and Financial...

Jet Setting Wealth Advisory ·

2026/05/26

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

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40:15

Episode 50: Bridging Tax, Legal, and Financial...

Jet Setting Wealth Advisory ·

2026/05/26

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

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44:01

Episode 49: Smarter Aircraft Ownership Through Tax...

Jet Setting Wealth Advisory ·

2026/05/19

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

en-us

43:20

Episode 49: Smarter Aircraft Ownership Through Tax...

Jet Setting Wealth Advisory ·

2026/05/19

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

en-us

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