About this episode

The episode discusses the complexities of tax residency and strategies for legally minimizing tax bills while living abroad.

Getting residency in a new country doesn't automatically make you a tax resident there, and confusing the two could cost you hundreds of thousands of dollars, as one Swedish entrepreneur in this episode discovered the hard way. Frederik Sandvall sits down with tax lawyer and offshore structuring expert Bobby Casey to break down how personal tax residency actually works, from Portugal's different visa categories to Costa Rica's territorial tax system and the four-tier global tax framework Bobby uses with his clients. They dig into why popular setups like Estonian e-residency and Dubai companies often backfire for digital nomads, when a US LLC quietly outperforms more exotic jurisdictions, and how married couples can legally structure income to pay close to zero tax. Listeners will come away understanding the real difference between physical and tax residency, the questions a proper advisor needs answered before recommending any structure, and why following generic advice from YouTube or Facebook groups is a costly gamble. You'll also hear concrete numbers behind real client structures, including how one couple legally earned a seven-figure income with a near-zero tax bill. KEY…

People in this episode

Host: Frederik Sandvall

Guest: Bobby Casey

Topics covered

• tax residency
• living abroad
• offshore structuring
• digital nomads
• tax strategies
• visa categories

Keywords

• tax residency
• offshore structuring
• digital nomads
• Costa Rica
• Portugal
• US LLC
• Estonian e-residency
• tax strategies

Mentioned in this episode

Organizations: US LLC, Estonian e-residency, Dubai companies

Places: Portugal, Costa Rica

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