Jet Setting Wealth Advisory

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 Engage with David T. Yu: Connect on LinkedIn, Instagram, & Facebook Sign up for our newsletter or book a call! Visit: DTY Wealth Planning Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

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 Engage with David T. Yu: Connect on LinkedIn, Instagram, & Facebook Sign up for our newsletter or book a call! Visit: DTY Wealth Planning Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

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.comLinkedIn: linkedin.com/in/kaye-gitibin-60318354Facebook: facebook.com/gorentalsusaInstagram: instagram.com/gorentals/?hl=en Engage with David T. Yu: Connect on LinkedIn, Instagram, & Facebook Sign up for our newsletter or book a call! Visit: DTY Wealth Planning Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Engage with David T. Yu: Connect on LinkedIn, Instagram, & Facebook Sign up for our newsletter or book a call! Visit: DTY Wealth Planning Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

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 Engage with David T. Yu: Connect on LinkedIn, Instagram, & Facebook Sign up for our newsletter or book a call! Visit: DTY Wealth Planning Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

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.comWebsite: goldsteintaxadvisors.comLinkedIn: linkedin.com/in/ariel-haughton Engage with David T. Yu:Connect on LinkedIn, Instagram, & Facebook Sign up for our newsletter or book a call Visit: DTY Wealth Planning Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

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.comWebsite: https://www.kellypartners.com/LinkedIn: https://www.linkedin.com/in/forensicacctFacebook: facebook.com/neumeistercpaInstagram: instagram.com/neumeistercpa/ Engage with David T. Yu: Connect on LinkedIn, Instagram, & Facebook Sign up for our newsletter or book a call! Visit: DTY Wealth Planning Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

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: Connect on LinkedIn, Instagram, & Facebook Sign up for our newsletter or book a call! Visit: DTY Wealth Planning Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

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.comWebsite: taxedright.comLinkedIn: linkedin.com/in/romeo-raziFacebook: facebook.com/taxedrightTwitter (X): x.com/RomeoRazi Engage with David T. Yu: Connect on LinkedIn, Instagram, & Facebook Sign up for our newsletter or book a call! Visit: DTY Wealth Planning Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

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 Engage with David T. Yu: Connect on LinkedIn, Instagram, & Facebook Sign up for our newsletter or book a call! Visit: DTY Wealth Planning Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

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/ Engage with David T. Yu: Connect on LinkedIn, Instagram, & Facebook Sign up for our newsletter or book a call! Visit: DTY Wealth Planning Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices

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.comWebsite: 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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.comemail: bette@bettehochberger.com Linkedin: linkedin.com/in/bettehochbergerFacebook: facebook.com/BetteHochbergerTwitter (X): x.com/bettehochberger Engage with David T. Yu: Connect on LinkedIn, Instagram, & FacebookSign up for our newsletter or book a call! Visit: DTY Wealth Planning Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices