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Jet Setting Wealth Advisory

Jet Setting Wealth Advisory

著者： David T. Yu
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 Welcome to Jet Setting Wealth Advisory, where your financial journey takes flight with David T. Yu. With over 20 years in financial services and as an active airline pilot, David, founder of DTY Wealth Planning Solutions, will be your financial co-pilot, navigating wealth and tax management in today's fast-paced complex and dynamic financial world. Jet Setting Wealth Advisory features gripping tales and expert insights for aviation aficionados and business enthusiasts alike. Each episode covers the challenges of wealth building, tax planning, and retirement preparation in this new global environment. Buckle up as David brings in aviation all-stars, including Aviation Medical Examiners, specialized CPAs, and Aviation & Tax Attorneys, sharing their personal and professional experiences. Jet Setting Wealth Advisory is more than a podcast; it’s an enlightening flight through the fiscal skies, blending personal stories with expert financial advice. Ready for takeoff? Join us on this enlightening voyage where financial empowerment soars beyond the clouds. Jet Setting Wealth AdvisoryCopyright 2024 Jet Setting Wealth Advisory, David Yu. All Rights Reserved. 個人ファイナンス 旅行記・解説 社会科学 経済学
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  • Episode 32: IRS Audit Strategies: What Every Business Owner Should Know

    Episode 32: IRS Audit Strategies: What Every Business Owner Should Know
    2025/10/14
    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
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    52 分
  • Episode 31: Unlocking Value in Private Jet Negotiations

    Episode 31: Unlocking Value in Private Jet Negotiations
    2025/09/30
    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.comWebsite: shaircraft.comLinkedIn: www.linkedin.com/in/jamesdbutlerFacebook: www.facebook.com/ShaircraftSolutionsTwitter (X): x.com/shaircraft 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
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    39 分
  • Episode 30: Year-Round Planning for High-Income Earners

    Episode 30: Year-Round Planning for High-Income Earners
    2025/09/23
    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
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    58 分
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