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

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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

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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: [email protected]Website: 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: [email protected]

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: [email protected]
Website: mysky.com
LinkedIn: linkedin.com/in/ryan-demoor-cam-mba

Engage with David T. Yu:

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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: [email protected]

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: [email protected]
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: [email protected]
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: [email protected]

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: [email protected]
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: [email protected]

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: [email protected]
Website: https://www.kellypartners.com/
LinkedIn: https://www.linkedin.com/in/forensicacct
Facebook: facebook.com/neumeistercpa
Instagram: instagram.com/neumeistercpa/

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Visit: DTY Wealth Planning Solutions

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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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Visit: DTY Wealth Planning Solutions

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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

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Visit: DTY Wealth Planning Solutions

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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: [email protected]
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: [email protected]
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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