Wealth Uncensored https://wealthuncensored.podbean.com I'm Jimmy Sexton, LL.M., Founder and CEO of Esquire Group. I work one-on-one with ultra-high-net-worth individuals, family offices, and private companies to solve complex international tax and wealth planning challenges.

On this podcast, I share what I've learned from two decades in the trenches: tax strategy, wealth structuring, trusts and foundations, expatriation, family governance, international banking, and the geopolitical forces that shape your wealth. I built and sold my own multinational business, expatriated from the United States, and personally use the same strategies I advise my clients to use. This isn't theory. It's experience.

I'm a regular contributor to Bloomberg Tax and have been published and quoted by Forbes, The Wall Street Journal, CNN, and The Washington Post. I've spoken before the United Nations, the American Chamber of Commerce, and eBay, and serve as Chairman of the International Business Structuring Association's Middle East Chapter.

New episodes monthly. Subscribe and follow.

For the professionals who serve this world, lawyers, bankers, advisors, and the rest, I wrote a blunt field guide on how the ultra-wealthy actually decide who to hire. It's free: https://mailchi.mp/d75a42c24f68/the-other-side-of-the-table

]]> Wed, 09 Sep 2026 22:47:02 +0400 https://podbean.com/?v=5.5 en Copyright 2026. All rights reserved. Business 1440 episodic I’m Jimmy Sexton, LL.M., Founder and CEO of Esquire Group. I work one-on-one with ultra-high-net-worth individuals, family offices, and private companies to solve complex international tax and wealth planning challenges. On this podcast, I share what I’ve learned from two decades in the trenches: tax strategy, wealth structuring, trusts and foundations, expatriation, family governance, international banking, and the geopolitical forces that shape your wealth. I built and sold my own multinational business, expatriated from the United States, and personally use the same strategies I advise my clients to use. This isn’t theory. It’s experience. I’m a regular contributor to Bloomberg Tax and have been published and quoted by Forbes, The Wall Street Journal, CNN, and The Washington Post. I’ve spoken before the United Nations, the American Chamber of Commerce, and eBay, and I serve as Chairman of the International Business Structuring Association’s Middle East Chapter. New episodes monthly. Subscribe and follow. Esquire Group LLC Esquire Group LLC No true https://feed.podbean.com/wealthuncensored/feed.xml https://pbcdn1.podbean.com/imglogo/image-logo/6703219/Podbean-Cover-Art-3000x3000.jpg Wealth Uncensored https://wealthuncensored.podbean.com 144 144 Waqf vs. Foundation for GCC Families: Choosing the Right Tool (Often Both) Waqf vs. Foundation for GCC Families: Choosing the Right Tool (Often Both) https://wealthuncensored.podbean.com/e/waqf-vs-foundation-for-gcc-families-choosing-the-right-tool-often-both/ https://wealthuncensored.podbean.com/e/waqf-vs-foundation-for-gcc-families-choosing-the-right-tool-often-both/#comments Wed, 09 Sep 2026 22:47:02 +0400 wealthuncensored.podbean.com/c41aaa03-8f85-335a-8c3b-eba9d523fb0a For GCC families thinking about how to pass wealth to the next generation, the question often comes down to waqf or foundation. Let me be clear up front: waqf is a real institution with centuries of history and deep religious and cultural meaning. It does a specific job, and it does it well.

A foundation does a different job. It is a flexible, modern structure for governing family wealth, managing multiple branches of a family, and setting clear rules for succession. For a lot of the families I work with, especially larger families with multiple wives and multiple branches, the answer is both: waqf for the charitable and religious legacy, a foundation for the family wealth and its governance.

In this episode I walk through what each one does, where they overlap, where they do not, and how a family can use both without the two working against each other.

In this episode:

  • What a waqf is and what it does well
  • What a foundation adds that a waqf does not
  • How multi-branch families manage succession without disputes
  • When the right answer is both, and how they fit together
  • The mistakes families make choosing one without understanding the other

If your family is weighing how to structure its legacy, this is a careful look at two tools that are often treated as competitors.

Wealth Uncensored is hosted by Jimmy Sexton, LL.M., Founder and CEO of Esquire Group. For more, visit esquiregroup.com.

]]> For GCC families thinking about how to pass wealth to the next generation, the question often comes down to waqf or foundation. Let me be clear up front: waqf is a real institution with centuries of history and deep religious and cultural meaning. It does a specific job, and it does it well.

A foundation does a different job. It is a flexible, modern structure for governing family wealth, managing multiple branches of a family, and setting clear rules for succession. For a lot of the families I work with, especially larger families with multiple wives and multiple branches, the answer is both: waqf for the charitable and religious legacy, a foundation for the family wealth and its governance.

In this episode I walk through what each one does, where they overlap, where they do not, and how a family can use both without the two working against each other.

In this episode:

  • What a waqf is and what it does well
  • What a foundation adds that a waqf does not
  • How multi-branch families manage succession without disputes
  • When the right answer is both, and how they fit together
  • The mistakes families make choosing one without understanding the other

If your family is weighing how to structure its legacy, this is a careful look at two tools that are often treated as competitors.

Wealth Uncensored is hosted by Jimmy Sexton, LL.M., Founder and CEO of Esquire Group. For more, visit esquiregroup.com.

]]> Esquire Group LLC true No 1351 86 full Why Flee Clauses Don't Work Anymore, and What Actually Protects Your Trust Why Flee Clauses Don't Work Anymore, and What Actually Protects Your Trust https://wealthuncensored.podbean.com/e/why-flee-clauses-dont-work-anymore-and-what-actually-protects-your-trust/ https://wealthuncensored.podbean.com/e/why-flee-clauses-dont-work-anymore-and-what-actually-protects-your-trust/#comments Mon, 10 Aug 2026 10:06:00 +0400 wealthuncensored.podbean.com/6019cfe7-2cd6-3c1f-b7d1-8743bd224bb0 A flee clause is supposed to be your escape hatch. If your trust's jurisdiction turns hostile, the trust packs up and moves somewhere safer, automatically. It is one of the most common things people ask me to put in a structure. In most cases today, it does not work.

Flee clauses worked fine before KYC and AML rules took over. A trustee in a new jurisdiction could step in quickly. That world is gone. Onboarding a new trustee now means months of due diligence, source-of-funds review, and compliance checks. By the time the new trustee can actually act, the threat you were fleeing has already arrived, and the clause sits in the document doing nothing.

In this episode I explain why flee clauses give people a false sense of security, and what works instead: backup trustees who are already onboarded and ready, co-trustees already sitting in a second jurisdiction, and multinational trust companies that can move the trust internally without starting over. I also cover why foundation redomiciliation runs into the same wall.

In this episode:

  • What a flee clause is and why people love the idea
  • Why KYC and AML killed the automatic escape
  • How long onboarding a new trustee actually takes, and why that matters
  • The three things that actually let a structure move under pressure
  • Why foundation redomiciliation is slower than people expect

If you have a flee clause in your structure and you think you are covered, this episode is worth fifteen minutes.

Wealth Uncensored is hosted by Jimmy Sexton, LL.M., Founder and CEO of Esquire Group. For more, visit esquiregroup.com.

]]> A flee clause is supposed to be your escape hatch. If your trust's jurisdiction turns hostile, the trust packs up and moves somewhere safer, automatically. It is one of the most common things people ask me to put in a structure. In most cases today, it does not work.

Flee clauses worked fine before KYC and AML rules took over. A trustee in a new jurisdiction could step in quickly. That world is gone. Onboarding a new trustee now means months of due diligence, source-of-funds review, and compliance checks. By the time the new trustee can actually act, the threat you were fleeing has already arrived, and the clause sits in the document doing nothing.

In this episode I explain why flee clauses give people a false sense of security, and what works instead: backup trustees who are already onboarded and ready, co-trustees already sitting in a second jurisdiction, and multinational trust companies that can move the trust internally without starting over. I also cover why foundation redomiciliation runs into the same wall.

In this episode:

  • What a flee clause is and why people love the idea
  • Why KYC and AML killed the automatic escape
  • How long onboarding a new trustee actually takes, and why that matters
  • The three things that actually let a structure move under pressure
  • Why foundation redomiciliation is slower than people expect

If you have a flee clause in your structure and you think you are covered, this episode is worth fifteen minutes.

Wealth Uncensored is hosted by Jimmy Sexton, LL.M., Founder and CEO of Esquire Group. For more, visit esquiregroup.com.

]]> Esquire Group LLC true No 1213 85 full What the Past Six Months Should Have Taught You About Jurisdictional Risk What the Past Six Months Should Have Taught You About Jurisdictional Risk https://wealthuncensored.podbean.com/e/what-the-past-six-months-should-have-taught-you-about-jurisdictional-risk/ https://wealthuncensored.podbean.com/e/what-the-past-six-months-should-have-taught-you-about-jurisdictional-risk/#comments Wed, 15 Jul 2026 13:23:16 +0400 wealthuncensored.podbean.com/19c3bdca-eb0e-30d3-9daa-3770301f81c6 When a region is in the headlines, you would expect wealthy families to freeze. Defer the foundation. Put the move on hold. Wait and see.

That is not what I saw on the ground.

Over the past six months, not one of my clients considered leaving Dubai. In-process projects kept moving. One client who was mid-setup paused, then continued during the crisis once I walked them through how to actually evaluate the risk, the same reasoning I lay out in this episode. One prospective client paused and has since restarted. And I was engaged for new setups while all of it was going on.

The situation is still unfolding. But the gap between what the headlines implied and what actually happened is the whole point. This episode is about why the people who understand jurisdictional risk did not flinch, what Dubai's infrastructure actually proved, and how to evaluate a jurisdiction in a way that holds up no matter what the next headline says.

In this episode:

  • What actually happened on the ground in Dubai, in my own practice
  • Why the courts, banks, and registries never stopped
  • What sustained regional stress revealed about the DIFC and ADGM
  • The difference between risk that matters and risk that only feels like it matters
  • How to evaluate a jurisdiction before you commit to it

If you paused a foundation, a structure, or a move over the past six months, this is the framework for deciding what to do next.

]]> When a region is in the headlines, you would expect wealthy families to freeze. Defer the foundation. Put the move on hold. Wait and see.

That is not what I saw on the ground.

Over the past six months, not one of my clients considered leaving Dubai. In-process projects kept moving. One client who was mid-setup paused, then continued during the crisis once I walked them through how to actually evaluate the risk, the same reasoning I lay out in this episode. One prospective client paused and has since restarted. And I was engaged for new setups while all of it was going on.

The situation is still unfolding. But the gap between what the headlines implied and what actually happened is the whole point. This episode is about why the people who understand jurisdictional risk did not flinch, what Dubai's infrastructure actually proved, and how to evaluate a jurisdiction in a way that holds up no matter what the next headline says.

In this episode:

  • What actually happened on the ground in Dubai, in my own practice
  • Why the courts, banks, and registries never stopped
  • What sustained regional stress revealed about the DIFC and ADGM
  • The difference between risk that matters and risk that only feels like it matters
  • How to evaluate a jurisdiction before you commit to it

If you paused a foundation, a structure, or a move over the past six months, this is the framework for deciding what to do next.

]]> Esquire Group LLC true No 1172 84 full AI in Legal & Advisory: Where It Helps, Where It Hurts — with James G. Burns, Esq. AI in Legal & Advisory: Where It Helps, Where It Hurts — with James G. Burns, Esq. https://wealthuncensored.podbean.com/e/ai-in-legal-advisory-where-it-helps-where-it-hurts-%e2%80%94-with-james-g-burns-esq/ https://wealthuncensored.podbean.com/e/ai-in-legal-advisory-where-it-helps-where-it-hurts-%e2%80%94-with-james-g-burns-esq/#comments Fri, 12 Jun 2026 22:30:44 +0400 wealthuncensored.podbean.com/30f41135-1140-3cc1-844b-39dee154eadd AI has changed how lawyers, accountants, and advisors work. It has also changed how clients show up to meetings — often with a printout from ChatGPT and questions about why the advice you just gave them doesn’t match what the chatbot said.

In this episode I sit back down with James G. Burns, Esq. — California estate planning and asset protection attorney with over 25 years of experience — to talk honestly about what AI is doing to our profession. Not the marketing version. The real version.

We get into the professionals over-relying on AI without the expertise to verify its output. The ones who do have the expertise but skip verification anyway because the answer looked clean. The advisors using AI confidence to wander into practice areas they have no business being in. The attorney-client privilege questions nobody wants to think about. And the new client dynamic where every engagement now includes 30 minutes of unwinding whatever the client’s AI told them last night.

If you advise wealthy clients, or you are one trying to figure out where AI fits and where it doesn’t, this conversation is for you.

Topics covered:

  • Over-reliance on AI without the expertise to verify it
  • Verified expertise without verification — why even good lawyers stop checking
  • Advisors straying outside their lane on AI-generated confidence
  • Attorney-client privilege and confidentiality risks in AI use
  • The client-side AI problem and what it’s doing to advisory engagements
  • Where AI legitimately helps in a sophisticated planning practice

Guest: James G. Burns, Esq. — Law Office of James Burns, Aliso Viejo, CA. Estate planning, asset protection, tax, and business law.

]]> AI has changed how lawyers, accountants, and advisors work. It has also changed how clients show up to meetings — often with a printout from ChatGPT and questions about why the advice you just gave them doesn’t match what the chatbot said.

In this episode I sit back down with James G. Burns, Esq. — California estate planning and asset protection attorney with over 25 years of experience — to talk honestly about what AI is doing to our profession. Not the marketing version. The real version.

We get into the professionals over-relying on AI without the expertise to verify its output. The ones who do have the expertise but skip verification anyway because the answer looked clean. The advisors using AI confidence to wander into practice areas they have no business being in. The attorney-client privilege questions nobody wants to think about. And the new client dynamic where every engagement now includes 30 minutes of unwinding whatever the client’s AI told them last night.

If you advise wealthy clients, or you are one trying to figure out where AI fits and where it doesn’t, this conversation is for you.

Topics covered:

  • Over-reliance on AI without the expertise to verify it
  • Verified expertise without verification — why even good lawyers stop checking
  • Advisors straying outside their lane on AI-generated confidence
  • Attorney-client privilege and confidentiality risks in AI use
  • The client-side AI problem and what it’s doing to advisory engagements
  • Where AI legitimately helps in a sophisticated planning practice

Guest: James G. Burns, Esq. — Law Office of James Burns, Aliso Viejo, CA. Estate planning, asset protection, tax, and business law.

]]> Esquire Group LLC true No 1481 83 full PPLI: The Quiet Architecture of Global Wealth Preservation PPLI: The Quiet Architecture of Global Wealth Preservation https://wealthuncensored.podbean.com/e/ppli-the-quiet-architecture-of-global-wealth-preservation/ https://wealthuncensored.podbean.com/e/ppli-the-quiet-architecture-of-global-wealth-preservation/#comments Thu, 28 May 2026 13:32:51 +0400 wealthuncensored.podbean.com/fd644d45-1d4e-3d2a-8000-d32f27a301a8 Most people hear “life insurance” and think death benefit. For ultra-high-net-worth and international families, Private Placement Life Insurance is something very different: a legal, tax, insurance, and succession-planning chassis that can change how a family’s capital is owned, compounded, protected, and transferred across generations.

In this episode, I sit down with James G. Burns — estate planning and international wealth structuring attorney at the Law Office of James Burns — to unpack PPLI as architecture, not a product. We cover why after-tax compounding matters more than gross return at the UHNW level, how PPLI may improve the U.S. dividend withholding profile for foreign investors, and where it fits inside forced-heirship and Sharia-sensitive succession planning.

We also get into pre-immigration planning — why timing before U.S. tax residency is everything — and the advanced terrain of in-kind funding and asset protection design.

This is an honest conversation about what PPLI can and cannot do. No magic, no loopholes. Just the architecture.

Topics covered:

  • Tax drag and after-tax compounding for UHNW families
  • S. dividend withholding and foreign investors
  • Forced-heirship and Sharia-sensitive succession planning
  • Pre-immigration planning before U.S. tax residency
  • In-kind PPLI funding and asset protection considerations
  • Building the right advisory team around a PPLI case

Guest: James G. Burns, Esq. — Law Office of James Burns

]]> Most people hear “life insurance” and think death benefit. For ultra-high-net-worth and international families, Private Placement Life Insurance is something very different: a legal, tax, insurance, and succession-planning chassis that can change how a family’s capital is owned, compounded, protected, and transferred across generations.

In this episode, I sit down with James G. Burns — estate planning and international wealth structuring attorney at the Law Office of James Burns — to unpack PPLI as architecture, not a product. We cover why after-tax compounding matters more than gross return at the UHNW level, how PPLI may improve the U.S. dividend withholding profile for foreign investors, and where it fits inside forced-heirship and Sharia-sensitive succession planning.

We also get into pre-immigration planning — why timing before U.S. tax residency is everything — and the advanced terrain of in-kind funding and asset protection design.

This is an honest conversation about what PPLI can and cannot do. No magic, no loopholes. Just the architecture.

Topics covered:

  • Tax drag and after-tax compounding for UHNW families
  • S. dividend withholding and foreign investors
  • Forced-heirship and Sharia-sensitive succession planning
  • Pre-immigration planning before U.S. tax residency
  • In-kind PPLI funding and asset protection considerations
  • Building the right advisory team around a PPLI case

Guest: James G. Burns, Esq. — Law Office of James Burns

]]> Esquire Group LLC true No 2041 82 full Why Most Professionals Network the Wrong Way Why Most Professionals Network the Wrong Way https://wealthuncensored.podbean.com/e/why-most-professionals-network-the-wrong-way/ https://wealthuncensored.podbean.com/e/why-most-professionals-network-the-wrong-way/#comments Mon, 13 Apr 2026 13:02:00 +0400 wealthuncensored.podbean.com/ad83e42d-5636-3912-b834-e8fe5723f3fe Most professionals think networking is about making a sale. That mindset is exactly why it fails.

In this episode of Wealth Uncensored, Jimmy Sexton, LL.M. sits down with Dorie Clark, one of the world’s leading voices on professional relationships, to break down why traditional networking advice leads people astray.

They discuss why conferences often encourage the worst possible behavior, how aggressive selling repels high-quality relationships, and why the most successful people in business focus on curiosity, shared interests, and long-term connection instead of immediate ROI.

Jimmy and Dorie explore the difference between transactional networking and relationship-building, why elite circles operate on trust rather than pitch decks, and how being genuinely interesting beats being relentlessly persistent. From VIP environments to organic friendships that turn into clients, referral sources, or lifelong connections, this conversation reframes what networking should actually look like for serious professionals.

If you work with or around high-net-worth individuals and want to build relationships that compound over decades, this episode will change how you think about networking.

]]> Most professionals think networking is about making a sale. That mindset is exactly why it fails.

In this episode of Wealth Uncensored, Jimmy Sexton, LL.M. sits down with Dorie Clark, one of the world’s leading voices on professional relationships, to break down why traditional networking advice leads people astray.

They discuss why conferences often encourage the worst possible behavior, how aggressive selling repels high-quality relationships, and why the most successful people in business focus on curiosity, shared interests, and long-term connection instead of immediate ROI.

Jimmy and Dorie explore the difference between transactional networking and relationship-building, why elite circles operate on trust rather than pitch decks, and how being genuinely interesting beats being relentlessly persistent. From VIP environments to organic friendships that turn into clients, referral sources, or lifelong connections, this conversation reframes what networking should actually look like for serious professionals.

If you work with or around high-net-worth individuals and want to build relationships that compound over decades, this episode will change how you think about networking.

]]> Esquire Group LLC true No 1043 81 full Estate Planning Is Useless If No One Can Find It Estate Planning Is Useless If No One Can Find It https://wealthuncensored.podbean.com/e/estate-planning-is-useless-if-no-one-can-find-it/ https://wealthuncensored.podbean.com/e/estate-planning-is-useless-if-no-one-can-find-it/#comments Tue, 24 Mar 2026 10:00:00 +0400 wealthuncensored.podbean.com/32549071-5a97-3437-8edb-902d1baea9c8 On this episode of Wealth Uncensored, Jimmy Sexton, LL.M. sits down with Dorie Clark to explore an overlooked but critical flaw in estate and incapacity planning.

Dorie shares a personal story about being called to make urgent medical decisions for her mother while traveling. Although the legal documents existed, she did not have immediate access to them when it mattered most. The experience revealed a hard truth that many families learn the painful way. Planning alone is not enough. Access, communication, and clarity are what determine whether a plan actually works in a crisis.

Together, Jimmy and Dorie unpack why families must go beyond drafting documents and focus on where documents live, who can access them, and how responsibilities are communicated across generations. This conversation is essential listening for anyone who believes estate planning is complete once the paperwork is signed.

]]> On this episode of Wealth Uncensored, Jimmy Sexton, LL.M. sits down with Dorie Clark to explore an overlooked but critical flaw in estate and incapacity planning.

Dorie shares a personal story about being called to make urgent medical decisions for her mother while traveling. Although the legal documents existed, she did not have immediate access to them when it mattered most. The experience revealed a hard truth that many families learn the painful way. Planning alone is not enough. Access, communication, and clarity are what determine whether a plan actually works in a crisis.

Together, Jimmy and Dorie unpack why families must go beyond drafting documents and focus on where documents live, who can access them, and how responsibilities are communicated across generations. This conversation is essential listening for anyone who believes estate planning is complete once the paperwork is signed.

]]> Esquire Group LLC true No 821 80 full U.S. and UAE Real Estate Strategies for Global Capital U.S. and UAE Real Estate Strategies for Global Capital https://wealthuncensored.podbean.com/e/us-and-uae-real-estate-strategies-for-global-capital/ https://wealthuncensored.podbean.com/e/us-and-uae-real-estate-strategies-for-global-capital/#comments Wed, 04 Mar 2026 13:36:45 +0400 wealthuncensored.podbean.com/6ef40367-9a9c-3349-ab5c-7e7ec2f0212b In this episode of Wealth Uncensored, I sit down with my brother, Erik Sexton, SIOR, a trusted advisor to high net worth individuals and family offices on U.S. commercial real estate, to dissect the complexities of investing in property across jurisdictions.

We start by unpacking U.S. tax considerations for foreign investors, including entity selection, FIRPTA exposure, and strategies to improve after‑tax returns. We then transition to estate planning and asset protection for U.S. real estate holdings, focusing on structures that shield wealth and facilitate legacy transfer.

Next, Erik and I explore the UAE real estate landscape, taxation, ownership vehicles, and planning tools for investors. We highlight actionable structures that align tax efficiency with robust protection and discuss common pitfalls for foreign buyers in both markets.

Whether you’re a family office allocating global real estate capital, or an individual investor seeking cross‑border clarity, this episode delivers tactical insights you can apply now.

]]> In this episode of Wealth Uncensored, I sit down with my brother, Erik Sexton, SIOR, a trusted advisor to high net worth individuals and family offices on U.S. commercial real estate, to dissect the complexities of investing in property across jurisdictions.

We start by unpacking U.S. tax considerations for foreign investors, including entity selection, FIRPTA exposure, and strategies to improve after‑tax returns. We then transition to estate planning and asset protection for U.S. real estate holdings, focusing on structures that shield wealth and facilitate legacy transfer.

Next, Erik and I explore the UAE real estate landscape, taxation, ownership vehicles, and planning tools for investors. We highlight actionable structures that align tax efficiency with robust protection and discuss common pitfalls for foreign buyers in both markets.

Whether you’re a family office allocating global real estate capital, or an individual investor seeking cross‑border clarity, this episode delivers tactical insights you can apply now.

]]> Esquire Group LLC true No 1691 79 full Divesting or Doubling Down? The Truth About Foreign Capital in U.S. CRE Divesting or Doubling Down? The Truth About Foreign Capital in U.S. CRE https://wealthuncensored.podbean.com/e/divesting-or-doubling-down-the-truth-about-foreign-capital-in-us-cre/ https://wealthuncensored.podbean.com/e/divesting-or-doubling-down-the-truth-about-foreign-capital-in-us-cre/#comments Wed, 18 Feb 2026 23:07:00 +0400 wealthuncensored.podbean.com/7371a90b-730e-32b2-9065-ca5797a0ecb3 In this episode of Wealth Uncensored, Jimmy Sexton sits down with his brother, Erik Sexton, SIOR, a top industrial and commercial real estate broker based in Las Vegas with two decades of experience advising family offices, institutional players, and private investors. Erik brings elite credentials from the Society of Industrial and Office Realtors (SIOR) and deep transactional insight into what’s happening in industrial, office, and logistics property markets. 

You’ve seen the headlines: “Foreign investment in U.S. real estate is rising.” But on the ground, Jimmy sees something different. Erik shares what he’s seeing from his work with international capital, what’s driving selective selling, why some foreign holders are reallocating, and where real opportunity still exists for savvy capital. If you invest globally or advise UHNW families, this episode cuts through confusion with real data points and boots‑on‑the‑ground perspective.

This episode delivers clarity on the disconnect between the headlines and real investor behavior.

]]> In this episode of Wealth Uncensored, Jimmy Sexton sits down with his brother, Erik Sexton, SIOR, a top industrial and commercial real estate broker based in Las Vegas with two decades of experience advising family offices, institutional players, and private investors. Erik brings elite credentials from the Society of Industrial and Office Realtors (SIOR) and deep transactional insight into what’s happening in industrial, office, and logistics property markets. 

You’ve seen the headlines: “Foreign investment in U.S. real estate is rising.” But on the ground, Jimmy sees something different. Erik shares what he’s seeing from his work with international capital, what’s driving selective selling, why some foreign holders are reallocating, and where real opportunity still exists for savvy capital. If you invest globally or advise UHNW families, this episode cuts through confusion with real data points and boots‑on‑the‑ground perspective.

This episode delivers clarity on the disconnect between the headlines and real investor behavior.

]]> Esquire Group LLC true No 848 78 full The Danger of Fake-Smart AI Tax Advice The Danger of Fake-Smart AI Tax Advice https://wealthuncensored.podbean.com/e/the-danger-of-fake-smart-ai-tax-advice/ https://wealthuncensored.podbean.com/e/the-danger-of-fake-smart-ai-tax-advice/#comments Tue, 20 Jan 2026 11:45:22 +0400 wealthuncensored.podbean.com/94195d16-cc41-326b-ba9f-76d74720d5c8 AI is shaking up the tax advisory and legal world, but not always for the better. In this episode of Wealth Uncensored, we discuss the risks of using AI for international tax advice. Jimmy and international tax attorney Virginia La Torre Jeker share real cases and hard facts from decades experience. Learn where AI tools like ChatGPT and Grok often get it wrong—and why you can't afford to rely on quick answers or so-called experts with little real experience.

We lay out the risks of trusting tax advice to AI and point out why experience, credentials, and a record of accurate writing for trusted publications matter more now than ever. If you’re choosing an advisor or doing your own research, watch this first to avoid costly mistakes, penalties, and headaches that can haunt you for years. For more, check out Virginia’s Forbes article on the dangers of AI in tax planning, linked below.

https://www.forbes.com/sites/virginialatorrejeker/2025/05/11/the-danger-of-relying-on-ai-for-us-tax-advice/

 

Follow Virginia La Torre Jeker on LinkedIn, one of the world’s leading authorities on U.S. international tax and compliance. https://www.linkedin.com/in/virginia-la-torre-jeker-j-d-44927a/

Don’t let confidence from chatbots fool you, when it comes to cross-border tax, there’s a lot at stake. Get practical tips on how to choose advisors who actually know what they’re doing and protect your wealth for the long run.

]]> AI is shaking up the tax advisory and legal world, but not always for the better. In this episode of Wealth Uncensored, we discuss the risks of using AI for international tax advice. Jimmy and international tax attorney Virginia La Torre Jeker share real cases and hard facts from decades experience. Learn where AI tools like ChatGPT and Grok often get it wrong—and why you can't afford to rely on quick answers or so-called experts with little real experience.

We lay out the risks of trusting tax advice to AI and point out why experience, credentials, and a record of accurate writing for trusted publications matter more now than ever. If you’re choosing an advisor or doing your own research, watch this first to avoid costly mistakes, penalties, and headaches that can haunt you for years. For more, check out Virginia’s Forbes article on the dangers of AI in tax planning, linked below.

https://www.forbes.com/sites/virginialatorrejeker/2025/05/11/the-danger-of-relying-on-ai-for-us-tax-advice/

 

Follow Virginia La Torre Jeker on LinkedIn, one of the world’s leading authorities on U.S. international tax and compliance. https://www.linkedin.com/in/virginia-la-torre-jeker-j-d-44927a/

Don’t let confidence from chatbots fool you, when it comes to cross-border tax, there’s a lot at stake. Get practical tips on how to choose advisors who actually know what they’re doing and protect your wealth for the long run.

]]> Esquire Group LLC true No 1592 77 full How to Protect U.S. Heirs from Taxes, Reporting & Risk How to Protect U.S. Heirs from Taxes, Reporting & Risk https://wealthuncensored.podbean.com/e/how-to-protect-us-heirs-from-taxes-reporting-risk/ https://wealthuncensored.podbean.com/e/how-to-protect-us-heirs-from-taxes-reporting-risk/#comments Thu, 04 Dec 2025 16:58:49 +0400 wealthuncensored.podbean.com/ff62c1d6-81bc-3278-8561-fa37dac31988 If your family includes U.S. citizen heirs, failing to plan properly can leave them exposed to income tax, estate tax, and punishing reporting obligations. In this episode of Wealth Uncensored, international tax expert Jimmy Sexton explains how properly structured foreign trusts can shield American heirs from the compliance and tax burdens that come with direct inheritance. Learn the key differences between foreign grantor and non-grantor trusts, their pros and cons, and the structuring mistakes that can trigger IRS scrutiny. This is essential listening for global families with mixed citizenships and cross-border wealth.

]]> If your family includes U.S. citizen heirs, failing to plan properly can leave them exposed to income tax, estate tax, and punishing reporting obligations. In this episode of Wealth Uncensored, international tax expert Jimmy Sexton explains how properly structured foreign trusts can shield American heirs from the compliance and tax burdens that come with direct inheritance. Learn the key differences between foreign grantor and non-grantor trusts, their pros and cons, and the structuring mistakes that can trigger IRS scrutiny. This is essential listening for global families with mixed citizenships and cross-border wealth.

]]> Esquire Group LLC true No 1040 76 full Fixing the Family Office Puzzle Fixing the Family Office Puzzle https://wealthuncensored.podbean.com/e/fixing-the-family-office-puzzle/ https://wealthuncensored.podbean.com/e/fixing-the-family-office-puzzle/#comments Wed, 15 Oct 2025 11:17:11 +0400 wealthuncensored.podbean.com/7f375c20-cd09-36da-9c8e-dbf07f73c9d5 HNWIs and family offices often believe they’re protected because they are surrounded by lawyers, accountants, wealth managers, and investment advisors. But what if no one is speaking to each other? In this episode of Wealth Uncensored, Jimmy Sexton reveals the dangerous inefficiencies caused by siloed advice. From tax inefficiencies to legal missteps, uncoordinated actions can quietly undermine even the most sophisticated portfolios. Jimmy explains why integrated, cross-border advice is essential, how to structure your advisory team for communication and clarity, and how to finally turn expert opinions into a unified wealth strategy. If your family office feels busy, but not strategic, this episode is your blueprint for change.

]]> HNWIs and family offices often believe they’re protected because they are surrounded by lawyers, accountants, wealth managers, and investment advisors. But what if no one is speaking to each other? In this episode of Wealth Uncensored, Jimmy Sexton reveals the dangerous inefficiencies caused by siloed advice. From tax inefficiencies to legal missteps, uncoordinated actions can quietly undermine even the most sophisticated portfolios. Jimmy explains why integrated, cross-border advice is essential, how to structure your advisory team for communication and clarity, and how to finally turn expert opinions into a unified wealth strategy. If your family office feels busy, but not strategic, this episode is your blueprint for change.

]]> Esquire Group LLC true No 767 75 full How UAE Family Foundations Can Eliminate Corporate Tax How UAE Family Foundations Can Eliminate Corporate Tax https://wealthuncensored.podbean.com/e/how-uae-family-foundations-can-eliminate-corporate-tax/ https://wealthuncensored.podbean.com/e/how-uae-family-foundations-can-eliminate-corporate-tax/#comments Tue, 23 Sep 2025 08:54:10 +0400 wealthuncensored.podbean.com/2c5743bc-caa8-39bd-8413-1d995cb9d6bc The UAE’s foundation regime is one of the most powerful tools for wealth planning in the world, but thanks to the corporate tax law, many families are using it the wrong way and exposing themselves to unnecessary tax.

In this episode of Wealth Uncensored, Jimmy Sexton, founder of Esquire Group, explains how UAE foundations are by default treated as taxable companies, but how a little-known provision in the law allows family foundations to be treated as tax transparent instead.

We cover:

  • The difference between regular and family foundations under UAE law
  • How to make your foundation and its subsidiaries tax transparent
  • Why old offshore structures no longer work under the new tax regime
  • How families with legacy BVI, Cayman, or Nevis structures can restructure to eliminate UAE corporate tax

If you’re an advisor, family office, or HNWI with UAE assets or structures, this is an episode you can’t afford to miss.

]]> The UAE’s foundation regime is one of the most powerful tools for wealth planning in the world, but thanks to the corporate tax law, many families are using it the wrong way and exposing themselves to unnecessary tax.

In this episode of Wealth Uncensored, Jimmy Sexton, founder of Esquire Group, explains how UAE foundations are by default treated as taxable companies, but how a little-known provision in the law allows family foundations to be treated as tax transparent instead.

We cover:

  • The difference between regular and family foundations under UAE law
  • How to make your foundation and its subsidiaries tax transparent
  • Why old offshore structures no longer work under the new tax regime
  • How families with legacy BVI, Cayman, or Nevis structures can restructure to eliminate UAE corporate tax

If you’re an advisor, family office, or HNWI with UAE assets or structures, this is an episode you can’t afford to miss.

]]> Esquire Group LLC true No 916 74 full Freedom or Chains? The Responsibility of Inheriting Wealth Freedom or Chains? The Responsibility of Inheriting Wealth https://wealthuncensored.podbean.com/e/freedom-or-chains-the-responsibility-of-inheriting-wealth/ https://wealthuncensored.podbean.com/e/freedom-or-chains-the-responsibility-of-inheriting-wealth/#comments Thu, 11 Sep 2025 09:09:18 +0400 wealthuncensored.podbean.com/6dd22dbc-aa69-3e1b-b5ac-6027bcce58b4 In this episode of Wealth Uncensored, Jimmy Sexton dives into a topic too many wealthy families overlook: the burdenthat wealth can place on the next generation. While trusts, foundations, and tax planning often focus on preserving assets, few consider the unintended consequences of passing wealth outright to heirs. From crippling tax exposure and reporting obligations to threats from lawsuits and divorce, inherited wealth can restrict the freedom of the very people it’s meant to empower. Jimmy talks about how proper structuring using trusts, foundations, and sound governance can liberate future generations instead of chaining them to compliance, tax bills, and risk. If you want your legacy to be a gift, not a liability, this episode is a must-listen.

]]> In this episode of Wealth Uncensored, Jimmy Sexton dives into a topic too many wealthy families overlook: the burdenthat wealth can place on the next generation. While trusts, foundations, and tax planning often focus on preserving assets, few consider the unintended consequences of passing wealth outright to heirs. From crippling tax exposure and reporting obligations to threats from lawsuits and divorce, inherited wealth can restrict the freedom of the very people it’s meant to empower. Jimmy talks about how proper structuring using trusts, foundations, and sound governance can liberate future generations instead of chaining them to compliance, tax bills, and risk. If you want your legacy to be a gift, not a liability, this episode is a must-listen.

]]> Esquire Group LLC true No 874 73 full Dubai Real Estate Secrets: 5 Moves Every Investor Should Know Dubai Real Estate Secrets: 5 Moves Every Investor Should Know https://wealthuncensored.podbean.com/e/dubai-real-estate-secrets-5-moves-every-investor-should-know/ https://wealthuncensored.podbean.com/e/dubai-real-estate-secrets-5-moves-every-investor-should-know/#comments Mon, 25 Aug 2025 00:12:29 +0400 wealthuncensored.podbean.com/14f7356a-0b3b-38ae-9702-cea0f300e7ba Get Dubai real expert Stephen Pokoly’s top 5 tips for investing in Dubai real estate. In this episode of Wealth Uncensored, we break down the most common mistakes investors make and how you can avoid them. Stephen shares what it takes to succeed in Dubai’s market, from picking the right agent to understanding hidden costs and payment plans. Whether you’re new to Dubai or have years of experience, you’ll get real, honest advice to help you make smarter property choices. Find out how location, developer reputation, and realistic expectations about rental yields can protect your investment. If you want to buy, sell, or manage property in Dubai, this episode has you covered.

]]> Get Dubai real expert Stephen Pokoly’s top 5 tips for investing in Dubai real estate. In this episode of Wealth Uncensored, we break down the most common mistakes investors make and how you can avoid them. Stephen shares what it takes to succeed in Dubai’s market, from picking the right agent to understanding hidden costs and payment plans. Whether you’re new to Dubai or have years of experience, you’ll get real, honest advice to help you make smarter property choices. Find out how location, developer reputation, and realistic expectations about rental yields can protect your investment. If you want to buy, sell, or manage property in Dubai, this episode has you covered.

]]> Esquire Group LLC true No 849 72 full Dubai Property: Off-Plan vs Secondary Market—What’s The Difference? Dubai Property: Off-Plan vs Secondary Market—What’s The Difference? https://wealthuncensored.podbean.com/e/dubai-property-off-plan-vs-secondary-market%e2%80%94what-s-the-difference/ https://wealthuncensored.podbean.com/e/dubai-property-off-plan-vs-secondary-market%e2%80%94what-s-the-difference/#comments Tue, 29 Jul 2025 10:24:44 +0400 wealthuncensored.podbean.com/9c85e8df-aec3-3249-b43f-e222619c606a Everything you need to know about buying off-plan vs. secondary market real estate in Dubai. This episode breaks down the biggest pros and cons of each, what you need to look out for, and how Dubai’s rules protect buyers. Hear directly from real estate expert Stephen Pokoly who’s been working in Dubai for over a decade. Whether you want long-term growth or immediate income from your property, this episode has practical tips, real-world examples, and the latest updates on the Golden Visa for investors. Find out the top things to consider, from payment plans to financing, and how to avoid common mistakes.

]]> Everything you need to know about buying off-plan vs. secondary market real estate in Dubai. This episode breaks down the biggest pros and cons of each, what you need to look out for, and how Dubai’s rules protect buyers. Hear directly from real estate expert Stephen Pokoly who’s been working in Dubai for over a decade. Whether you want long-term growth or immediate income from your property, this episode has practical tips, real-world examples, and the latest updates on the Golden Visa for investors. Find out the top things to consider, from payment plans to financing, and how to avoid common mistakes.

]]> Esquire Group LLC true No 918 71 full Stop Letting Emotions Cost You Millions in Property Buys Stop Letting Emotions Cost You Millions in Property Buys https://wealthuncensored.podbean.com/e/stop-letting-emotions-cost-you-millions-in-property-buys/ https://wealthuncensored.podbean.com/e/stop-letting-emotions-cost-you-millions-in-property-buys/#comments Tue, 22 Jul 2025 07:15:19 +0400 wealthuncensored.podbean.com/996e41f3-0f30-37d3-b2e5-6c1b285ee502 Don't let emotion cost you when buying real estate. In this episode of Wealth Uncensored, learn why even experienced investors sometimes make property decisions based on feelings, not logic. See how planning ahead and using expert advice can help protect your assets, save on taxes, and avoid risk. This video breaks down real examples and shows why a business mindset is key—whether you’re buying for investment, family, or yourself. Protect your wealth and make smart choices every time you invest in property.

]]> Don't let emotion cost you when buying real estate. In this episode of Wealth Uncensored, learn why even experienced investors sometimes make property decisions based on feelings, not logic. See how planning ahead and using expert advice can help protect your assets, save on taxes, and avoid risk. This video breaks down real examples and shows why a business mindset is key—whether you’re buying for investment, family, or yourself. Protect your wealth and make smart choices every time you invest in property.

]]> Esquire Group LLC true No 504 70 full New US Real Estate Reporting Rule: Is FinCEN Eyeing Your Wealth? New US Real Estate Reporting Rule: Is FinCEN Eyeing Your Wealth? https://wealthuncensored.podbean.com/e/new-us-real-estate-reporting-rule-is-fincen-eyeing-your-wealth/ https://wealthuncensored.podbean.com/e/new-us-real-estate-reporting-rule-is-fincen-eyeing-your-wealth/#comments Thu, 03 Jul 2025 12:23:43 +0400 wealthuncensored.podbean.com/d17ea6c0-365b-3ea1-ba65-c58121c306e5 A new rule from FinCEN targets anyone buying US real estate in cash through a trust, LLC, or corporation in major cities like LA, Miami, and New York. The government now requires title companies to report details on these purchases—even if you're just looking for privacy, estate planning, or asset protection, not laundering money. The goal isn't to stop crime; it's about tracking ownership for possible wealth taxes down the line. Setting up the right structure can still help you protect your privacy and assets, but you need to know how these rules work before investing. If you want to safeguard your wealth and limit your exposure, you need to pay attention to this.

]]> A new rule from FinCEN targets anyone buying US real estate in cash through a trust, LLC, or corporation in major cities like LA, Miami, and New York. The government now requires title companies to report details on these purchases—even if you're just looking for privacy, estate planning, or asset protection, not laundering money. The goal isn't to stop crime; it's about tracking ownership for possible wealth taxes down the line. Setting up the right structure can still help you protect your privacy and assets, but you need to know how these rules work before investing. If you want to safeguard your wealth and limit your exposure, you need to pay attention to this.

]]> Esquire Group LLC true No 446 69 full Letters of Wishes Explained: Avoiding Chaos in Your Trust or Foundation Letters of Wishes Explained: Avoiding Chaos in Your Trust or Foundation https://wealthuncensored.podbean.com/e/letters-of-wishes-explained-avoiding-chaos-in-your-trust-or-foundation/ https://wealthuncensored.podbean.com/e/letters-of-wishes-explained-avoiding-chaos-in-your-trust-or-foundation/#comments Tue, 17 Jun 2025 16:10:25 +0400 wealthuncensored.podbean.com/e03bddc2-356c-344e-91ae-9adb9704f080 Learn how a "Letter of Wishes" can provide guidance for your trust or foundation, ensuring your goals are carried out efficiently and with flexibility. In this episode, we explore the benefits of discretionary trusts, common pitfalls in trust management, and how vague instructions can lead to disputes or mismanagement. Find clear, practical tips on how to balance tax efficiency, asset protection, and personal goals while avoiding unnecessary complexity. If you're setting up a trust or foundation, this video is packed with insights you can't afford to miss.

]]> Learn how a "Letter of Wishes" can provide guidance for your trust or foundation, ensuring your goals are carried out efficiently and with flexibility. In this episode, we explore the benefits of discretionary trusts, common pitfalls in trust management, and how vague instructions can lead to disputes or mismanagement. Find clear, practical tips on how to balance tax efficiency, asset protection, and personal goals while avoiding unnecessary complexity. If you're setting up a trust or foundation, this video is packed with insights you can't afford to miss.

]]> Esquire Group LLC true No 817 68 full Why the U.S. Just Became the Ultimate Privacy Haven for Wealth Why the U.S. Just Became the Ultimate Privacy Haven for Wealth https://wealthuncensored.podbean.com/e/why-the-us-just-became-the-ultimate-privacy-haven-for-wealth/ https://wealthuncensored.podbean.com/e/why-the-us-just-became-the-ultimate-privacy-haven-for-wealth/#comments Fri, 16 May 2025 17:33:22 +0400 wealthuncensored.podbean.com/3eda50a4-c31d-3099-96a3-ca30de576da9 Discover where financial privacy still exists in today’s transparency-driven world. In this episode of Wealth Uncensored, we break down the impact of beneficial ownership registers, their role in tracking financial data, and why they were initially introduced. Learn how these changes have affected privacy for high-net-worth individuals, and why many countries now require extensive disclosures for trusts, corporations, and foundations. Plus, find out why the US has unexpectedly become a global leader in financial privacy by removing federal beneficial ownership requirements for domestic entities. This video offers insight for those seeking privacy in their business and financial dealings.

]]> Discover where financial privacy still exists in today’s transparency-driven world. In this episode of Wealth Uncensored, we break down the impact of beneficial ownership registers, their role in tracking financial data, and why they were initially introduced. Learn how these changes have affected privacy for high-net-worth individuals, and why many countries now require extensive disclosures for trusts, corporations, and foundations. Plus, find out why the US has unexpectedly become a global leader in financial privacy by removing federal beneficial ownership requirements for domestic entities. This video offers insight for those seeking privacy in their business and financial dealings.

]]> Esquire Group LLC true No 541 67 full The Missing Piece in Estate Planning: Preparing Your Heirs The Missing Piece in Estate Planning: Preparing Your Heirs https://wealthuncensored.podbean.com/e/the-missing-piece-in-estate-planning-preparing-your-heirs/ https://wealthuncensored.podbean.com/e/the-missing-piece-in-estate-planning-preparing-your-heirs/#comments Tue, 29 Apr 2025 18:35:00 +0400 wealthuncensored.podbean.com/45795209-f962-35a7-be44-86d7c7db0b8e In this episode of Wealth Uncensored, we tackle the essential topic of preparing heirs for wealth transition with Amy Castoro from The Williams Group. With $128 trillion expected to transfer between generations in the next 20 years, the stakes are high. It's not just about having the best estate plan or trusts in place – the real challenge is preparing families to handle the emotional, behavioral, and relational aspects of wealth transition. Amy shares her expertise on how trust, communication, and alignment on family values are the keys to maintaining wealth and preserving relationships across generations. Whether you're an advisor or part of a family navigating these challenges, this video offers valuable insights and actionable strategies.

For direct inquiries Amy email amy@thewilliamsgroup.org

Bridging Generations: Transitioning Family Wealth and Values for a Sustainable Legacy https://www.amazon.com/Bridging-Generations-Transitioning-Family-Sustainable/dp/0998977314

 

]]> In this episode of Wealth Uncensored, we tackle the essential topic of preparing heirs for wealth transition with Amy Castoro from The Williams Group. With $128 trillion expected to transfer between generations in the next 20 years, the stakes are high. It's not just about having the best estate plan or trusts in place – the real challenge is preparing families to handle the emotional, behavioral, and relational aspects of wealth transition. Amy shares her expertise on how trust, communication, and alignment on family values are the keys to maintaining wealth and preserving relationships across generations. Whether you're an advisor or part of a family navigating these challenges, this video offers valuable insights and actionable strategies.

For direct inquiries Amy email amy@thewilliamsgroup.org

Bridging Generations: Transitioning Family Wealth and Values for a Sustainable Legacy https://www.amazon.com/Bridging-Generations-Transitioning-Family-Sustainable/dp/0998977314

 

]]> Esquire Group LLC true No 1568 66 full Business Owners: Cut Taxes Fast with This Simple Trust Hack! Business Owners: Cut Taxes Fast with This Simple Trust Hack! https://wealthuncensored.podbean.com/e/business-owners-cut-taxes-fast-with-this-simple-trust-hack/ https://wealthuncensored.podbean.com/e/business-owners-cut-taxes-fast-with-this-simple-trust-hack/#comments Thu, 17 Apr 2025 08:14:04 +0400 wealthuncensored.podbean.com/e21f9a2a-dcd3-3b76-b700-6247ac8ea67a Save thousands on income taxes with this overlooked strategy for business owners. This video breaks down income splitting using trusts and shows how distributing income to family members or other beneficiaries can reduce your overall tax burden. Learn the basics, avoid common pitfalls, and take control of your financial future with this simple, effective approach.

]]> Save thousands on income taxes with this overlooked strategy for business owners. This video breaks down income splitting using trusts and shows how distributing income to family members or other beneficiaries can reduce your overall tax burden. Learn the basics, avoid common pitfalls, and take control of your financial future with this simple, effective approach.

]]> Esquire Group LLC true No 327 65 full The Importance of Teaching Your Heirs About Wealth (Before It’s Too Late) The Importance of Teaching Your Heirs About Wealth (Before It’s Too Late) https://wealthuncensored.podbean.com/e/the-importance-of-teaching-your-heirs-about-wealth-before-it-s-too-late/ https://wealthuncensored.podbean.com/e/the-importance-of-teaching-your-heirs-about-wealth-before-it-s-too-late/#comments Thu, 27 Mar 2025 10:52:00 +0400 wealthuncensored.podbean.com/65536c34-fc36-31c4-8711-dafb2ec86aa5 Preparing the next generation for inherited wealth is about more than just financial literacy. It’s about passing on values, principles, and a vision for responsible stewardship. In this episode of Wealth Uncensored, we discuss why education is crucial to preserving family legacies across generations. Learn strategies to teach heirs about trust structures, investment knowledge, and family missions while ensuring they understand the story behind the wealth. Whether it's creating a family charter, involving heirs in board meetings, or hosting annual retreats, these steps can reinforce family unity and responsible wealth management. Let’s plan for the future, not just for the present.

]]> Preparing the next generation for inherited wealth is about more than just financial literacy. It’s about passing on values, principles, and a vision for responsible stewardship. In this episode of Wealth Uncensored, we discuss why education is crucial to preserving family legacies across generations. Learn strategies to teach heirs about trust structures, investment knowledge, and family missions while ensuring they understand the story behind the wealth. Whether it's creating a family charter, involving heirs in board meetings, or hosting annual retreats, these steps can reinforce family unity and responsible wealth management. Let’s plan for the future, not just for the present.

]]> Esquire Group LLC true No 556 64 full Why Philanthropy is the Ultimate Tax Hack for the Wealthy Why Philanthropy is the Ultimate Tax Hack for the Wealthy https://wealthuncensored.podbean.com/e/why-philanthropy-is-the-ultimate-tax-hack-for-the-wealthy/ https://wealthuncensored.podbean.com/e/why-philanthropy-is-the-ultimate-tax-hack-for-the-wealthy/#comments Wed, 12 Mar 2025 17:59:00 +0400 wealthuncensored.podbean.com/18d359e9-95a0-3527-9335-e28becfd1de3 Billionaires like Warren Buffett often make headlines for donating massive wealth to charity. While this generosity seems purely philanthropic, there’s a tax-saving strategy behind it. Estate taxes on fortunes over $13.61 million in 2024 can reach 40%, prompting wealthy individuals to use private foundations to minimize taxes. These foundations allow families to retain influence and benefits like salaries while ensuring funds avoid government taxes and go to charitable causes instead. This video breaks down how private foundations work and why they’re a go-to move for the ultra-wealthy.

]]> Billionaires like Warren Buffett often make headlines for donating massive wealth to charity. While this generosity seems purely philanthropic, there’s a tax-saving strategy behind it. Estate taxes on fortunes over $13.61 million in 2024 can reach 40%, prompting wealthy individuals to use private foundations to minimize taxes. These foundations allow families to retain influence and benefits like salaries while ensuring funds avoid government taxes and go to charitable causes instead. This video breaks down how private foundations work and why they’re a go-to move for the ultra-wealthy.

]]> Esquire Group LLC true No 602 63 full Why Offshore Doesn’t Work for U.S. Tax Savings and Domestic Strategies That Do Why Offshore Doesn’t Work for U.S. Tax Savings and Domestic Strategies That Do https://wealthuncensored.podbean.com/e/why-offshore-doesn-t-work-for-us-tax-savings-and-domestic-strategies-that-do/ https://wealthuncensored.podbean.com/e/why-offshore-doesn-t-work-for-us-tax-savings-and-domestic-strategies-that-do/#comments Sat, 01 Mar 2025 17:10:46 +0400 wealthuncensored.podbean.com/c9171eac-8961-3c2d-b8d2-d6b25a8361ee Are you a U.S. taxpayer considering offshore strategies to save on taxes? The reality might surprise you—offshore isn’t the tax haven it used to be for Americans. In this episode of Wealth Uncensored, I sit down with attorney Toby Mathis of Anderson Advisors to break down why offshore tax strategies don’t work for U.S. citizens and what you can do instead.

Toby shares actionable domestic tax-saving strategies, including:

     •           Setting up a family charitable foundation.

     •           Structuring a family office.

     •           Investing in real estate and oil and gas.

     •           And much more.

If you’re seeking practical, legal ways to reduce your tax burden in the U.S., this episode is packed with insights you won’t want to miss

]]> Are you a U.S. taxpayer considering offshore strategies to save on taxes? The reality might surprise you—offshore isn’t the tax haven it used to be for Americans. In this episode of Wealth Uncensored, I sit down with attorney Toby Mathis of Anderson Advisors to break down why offshore tax strategies don’t work for U.S. citizens and what you can do instead.

Toby shares actionable domestic tax-saving strategies, including:

     •           Setting up a family charitable foundation.

     •           Structuring a family office.

     •           Investing in real estate and oil and gas.

     •           And much more.

If you’re seeking practical, legal ways to reduce your tax burden in the U.S., this episode is packed with insights you won’t want to miss

]]> Esquire Group LLC true No 1254 62 full Exploring Switzerland’s Flat Tax: A Wealth Haven for Entrepreneurs Exploring Switzerland’s Flat Tax: A Wealth Haven for Entrepreneurs https://wealthuncensored.podbean.com/e/exploring-switzerland-s-flat-tax-a-wealth-haven-for-entrepreneurs/ https://wealthuncensored.podbean.com/e/exploring-switzerland-s-flat-tax-a-wealth-haven-for-entrepreneurs/#comments Mon, 10 Feb 2025 10:58:18 +0400 wealthuncensored.podbean.com/ee23ebd7-867f-321f-ac13-55ef41b61c0e In this episode of Wealth Uncensored, we sit down with Dr. Marcel Kieber of Expeerius to explore Switzerland’s flat tax regime—a compelling option for high-net-worth individuals (HNWIs) seeking tax-advantaged residency, especially after the UK’s recent abolition of the non-dom regime. Dr. Kieber provides an expert breakdown of how the flat tax works, who qualifies, the process and timeline for setup, and why Switzerland remains a haven of financial stability for global HNWIs. Whether you’re planning a business exit or a lifestyle shift, this episode is your roadmap to understanding the Swiss tax landscape.

]]> In this episode of Wealth Uncensored, we sit down with Dr. Marcel Kieber of Expeerius to explore Switzerland’s flat tax regime—a compelling option for high-net-worth individuals (HNWIs) seeking tax-advantaged residency, especially after the UK’s recent abolition of the non-dom regime. Dr. Kieber provides an expert breakdown of how the flat tax works, who qualifies, the process and timeline for setup, and why Switzerland remains a haven of financial stability for global HNWIs. Whether you’re planning a business exit or a lifestyle shift, this episode is your roadmap to understanding the Swiss tax landscape.

]]> Esquire Group LLC true No 913 61 full Which U.S. Assets Owned by Nonresident Aliens are Subject to US Estate Tax Which U.S. Assets Owned by Nonresident Aliens are Subject to US Estate Tax https://wealthuncensored.podbean.com/e/which-us-assets-owned-by-nonresident-aliens-are-subject-to-us-estate-tax/ https://wealthuncensored.podbean.com/e/which-us-assets-owned-by-nonresident-aliens-are-subject-to-us-estate-tax/#comments Tue, 28 Jan 2025 12:36:51 +0400 wealthuncensored.podbean.com/3a0a8681-f0f7-3beb-b32f-4dc574319433 Understanding US estate tax for non-resident aliens is essential if you own US assets and aren't a US citizen or resident. Don't let the surprise be a hefty tax bill up to 40% on your US assets.

 

This video breaks down what you need to know about what gets taxed—I give a detailed list of different types of US assets and explain which are subject to estate tax and which aren’t. Get the facts on how your US bank accounts and brokerage accounts are treated, plus insights into the probate process and filing requirements.

 

Make sure your investment strategy stands strong against one of the highest estate taxes around. Tune in for practical advice on protecting your wealth and learn why tax planning is crucial for non-residents with US assets.

]]> Understanding US estate tax for non-resident aliens is essential if you own US assets and aren't a US citizen or resident. Don't let the surprise be a hefty tax bill up to 40% on your US assets.

 

This video breaks down what you need to know about what gets taxed—I give a detailed list of different types of US assets and explain which are subject to estate tax and which aren’t. Get the facts on how your US bank accounts and brokerage accounts are treated, plus insights into the probate process and filing requirements.

 

Make sure your investment strategy stands strong against one of the highest estate taxes around. Tune in for practical advice on protecting your wealth and learn why tax planning is crucial for non-residents with US assets.

]]> Esquire Group LLC true No 656 60 full Changing Tax Residency for a Tax-Free Business Exit Changing Tax Residency for a Tax-Free Business Exit https://wealthuncensored.podbean.com/e/changing-tax-residency-for-a-tax-free-business-exit/ https://wealthuncensored.podbean.com/e/changing-tax-residency-for-a-tax-free-business-exit/#comments Thu, 09 Jan 2025 15:55:53 +0400 wealthuncensored.podbean.com/d9617f4e-76c9-340d-8442-4f2d7b165a58 In this episode of Wealth Uncensored, we dive into a crucial strategy for entrepreneurs considering an exit from their company: changing tax residency to reduce or eliminate capital gains taxes. While moving to a low or no capital gains tax country can be a powerful way to protect your wealth, it requires careful planning and timing. We discuss the importance of understanding potential exit taxes, ensuring that your new tax residency is firmly established, and how to avoid pitfalls that could jeopardize your tax strategy. Tune in to learn how to execute this move successfully and maximize your post-exit earnings.

 

]]> In this episode of Wealth Uncensored, we dive into a crucial strategy for entrepreneurs considering an exit from their company: changing tax residency to reduce or eliminate capital gains taxes. While moving to a low or no capital gains tax country can be a powerful way to protect your wealth, it requires careful planning and timing. We discuss the importance of understanding potential exit taxes, ensuring that your new tax residency is firmly established, and how to avoid pitfalls that could jeopardize your tax strategy. Tune in to learn how to execute this move successfully and maximize your post-exit earnings.

 

]]> Esquire Group LLC true No 580 59 full Never Entrust Your Wealth to a Single Person Never Entrust Your Wealth to a Single Person https://wealthuncensored.podbean.com/e/never-entrust-your-wealth-to-a-single-person/ https://wealthuncensored.podbean.com/e/never-entrust-your-wealth-to-a-single-person/#comments Thu, 05 Dec 2024 17:01:00 +0400 wealthuncensored.podbean.com/2ca0beba-08ae-304a-b89a-3afdf0a77c8a Dive into the gripping story of an heir whose $13 billion fortune seems to have vanished. Could you imagine your wealth disappearing overnight? Discover how shares in Hermes were issued in bare form, meaning whoever held them physically owned them—like carrying $13 billion in cash! Sounds like a secure investment, right? Wrong. Don’t find yourself in a similar predicament. Learn from cases where trusted financial advisors robbed individuals. Protecting your wealth is serious business; there's a better way to safeguard your assets. Find out why it's crucial to trust companies with multiple layers of oversight instead of one person. Uncover strategies to prevent financial loss, like the "four eyes principle." Equip yourself with the knowledge to secure your wealth for the future.

]]> Dive into the gripping story of an heir whose $13 billion fortune seems to have vanished. Could you imagine your wealth disappearing overnight? Discover how shares in Hermes were issued in bare form, meaning whoever held them physically owned them—like carrying $13 billion in cash! Sounds like a secure investment, right? Wrong. Don’t find yourself in a similar predicament. Learn from cases where trusted financial advisors robbed individuals. Protecting your wealth is serious business; there's a better way to safeguard your assets. Find out why it's crucial to trust companies with multiple layers of oversight instead of one person. Uncover strategies to prevent financial loss, like the "four eyes principle." Equip yourself with the knowledge to secure your wealth for the future.

]]> Esquire Group LLC true No 555 58 full Why Tax Compliance Is Crucial Before Expatriating Why Tax Compliance Is Crucial Before Expatriating https://wealthuncensored.podbean.com/e/why-tax-compliance-is-crucial-before-expatriating/ https://wealthuncensored.podbean.com/e/why-tax-compliance-is-crucial-before-expatriating/#comments Tue, 12 Nov 2024 17:19:00 +0400 wealthuncensored.podbean.com/908f6835-4a5e-30ac-b9c4-61dbc23a73cb In this episode of Wealth Uncensored, we dive into the critical topic of tax compliance for people looking to expatriate. I discuss why being tax compliant is essential before expatriating to avoid becoming a “covered expatriate” subject to the exit tax, and why it’s important even if you will be a covered expatriate for other reasons. Learn how non-compliance can impact your US heirs and recipients of gifts, making them liable for estate or gift taxes at the highest rates.

With over 15 years of experience helping client’s expatriate, I reveal why many tax returns aren’t 100% correct and how this often stems from tax preparers lacking true international tax expertise. I share my top advice on hiring a competent, albeit costly, international tax preparer to ensure your compliance and protect your wealth for the long run.

Tune in to learn how to correctly navigate expatriation, avoid costly mistakes, and secure a seamless expatriation process that safeguards your legacy and wealth.

 

0:00 Intro 0:26 Importance of Tax Preparation 0:43 Reviewing Tax Returns 1:01 Complexity of Foreign Income Reporting 1:28 Form 8854 and Tax Compliance 1:47 Covered Expatriate Criteria 2:23 Consequences for Covered Expatriates 3:02 Non-Covered Expatriates 3:30 Tax Compliance Box 4:01 Challenges with Tax Preparers 5:11 Cost of Competent Tax Preparation 6:01 Risks of Inaccurate Tax Returns 7:30 Recommendations for Expatriates 9:00 Conclusion

]]> In this episode of Wealth Uncensored, we dive into the critical topic of tax compliance for people looking to expatriate. I discuss why being tax compliant is essential before expatriating to avoid becoming a “covered expatriate” subject to the exit tax, and why it’s important even if you will be a covered expatriate for other reasons. Learn how non-compliance can impact your US heirs and recipients of gifts, making them liable for estate or gift taxes at the highest rates.

With over 15 years of experience helping client’s expatriate, I reveal why many tax returns aren’t 100% correct and how this often stems from tax preparers lacking true international tax expertise. I share my top advice on hiring a competent, albeit costly, international tax preparer to ensure your compliance and protect your wealth for the long run.

Tune in to learn how to correctly navigate expatriation, avoid costly mistakes, and secure a seamless expatriation process that safeguards your legacy and wealth.

 

0:00 Intro
0:26 Importance of Tax Preparation
0:43 Reviewing Tax Returns
1:01 Complexity of Foreign Income Reporting
1:28 Form 8854 and Tax Compliance
1:47 Covered Expatriate Criteria
2:23 Consequences for Covered Expatriates
3:02 Non-Covered Expatriates
3:30 Tax Compliance Box
4:01 Challenges with Tax Preparers
5:11 Cost of Competent Tax Preparation
6:01 Risks of Inaccurate Tax Returns
7:30 Recommendations for Expatriates
9:00 Conclusion

]]> Esquire Group LLC true No 692 57 full The Hidden Dangers of Family-Managed Trusts and Foundations The Hidden Dangers of Family-Managed Trusts and Foundations https://wealthuncensored.podbean.com/e/the-hidden-dangers-of-family-managed-trusts-and-foundations/ https://wealthuncensored.podbean.com/e/the-hidden-dangers-of-family-managed-trusts-and-foundations/#comments Wed, 23 Oct 2024 18:40:00 +0400 wealthuncensored.podbean.com/271b966b-85c2-358c-be7b-dccc6726a5b5 Discover essential insights into private trust company and foundation governance in this episode of "Wealth Uncensored" with host Jimmy and guest David Piesing. David, a personal fiduciary, dives into why having a professional on the board of PTCs or foundations isn't just a luxury, but a necessity. Learn the risks of family-run boards without expert guidance, and how they can affect trust integrity. David covers legal consequences of mismanagement and the critical role of independent directors amid changing regulations. Find out how to maintain fairness and compliance while navigating family dynamics.

 

0:00 Intro 0:02 Importance of Professional Board Members 1:11 Control with Family-Led Foundations 2:31 Fiduciary Duty and Governance 3:25 Professional Guidance on Boards 5:28 Consequences of Mismanagement 6:38 Importance of Independent Board Members 11:01 Changing Dynamics in Governance 15:41 Legal Challenges and Governance 22:33 Dispute Resolution Mechanisms 30:55 Conclusion

]]> Discover essential insights into private trust company and foundation governance in this episode of "Wealth Uncensored" with host Jimmy and guest David Piesing. David, a personal fiduciary, dives into why having a professional on the board of PTCs or foundations isn't just a luxury, but a necessity. Learn the risks of family-run boards without expert guidance, and how they can affect trust integrity. David covers legal consequences of mismanagement and the critical role of independent directors amid changing regulations. Find out how to maintain fairness and compliance while navigating family dynamics.

 

0:00 Intro
0:02 Importance of Professional Board Members
1:11 Control with Family-Led Foundations
2:31 Fiduciary Duty and Governance
3:25 Professional Guidance on Boards
5:28 Consequences of Mismanagement
6:38 Importance of Independent Board Members
11:01 Changing Dynamics in Governance
15:41 Legal Challenges and Governance
22:33 Dispute Resolution Mechanisms
30:55 Conclusion

]]> Esquire Group LLC true No 1907 56 full Avoiding Over-Complexity in Wealth Protection Avoiding Over-Complexity in Wealth Protection https://wealthuncensored.podbean.com/e/avoiding-over-complexity-in-wealth-protection/ https://wealthuncensored.podbean.com/e/avoiding-over-complexity-in-wealth-protection/#comments Tue, 15 Oct 2024 18:12:00 +0400 wealthuncensored.podbean.com/5106b44a-2c65-3869-b9bd-985ab5837cc2 In this episode of Wealth Uncensored, we tackle the often overlooked issue of overly complex asset protection structures. Many advisors and corporate service providers promote intricate setups involving multiple entities across various jurisdictions, promising superior protection. However, is this level of complexity necessary for your specific needs?

Join me as I break down why simplicity, efficiency, and relevance should be the guiding principles in your asset protection and estate planning. We’ll discuss the hidden costs and administrative burdens of complex structures, the potential for errors, and the reduced flexibility they often entail. Learn why simpler solutions can often provide effective protection without the unnecessary complications.

This episode aims to equip you with the knowledge to make informed decisions, ensuring that your wealth protection strategy is tailored to your unique circumstances and goals. Don’t miss this essential guide to understanding when less is truly more in asset protection.

]]> In this episode of Wealth Uncensored, we tackle the often overlooked issue of overly complex asset protection structures. Many advisors and corporate service providers promote intricate setups involving multiple entities across various jurisdictions, promising superior protection. However, is this level of complexity necessary for your specific needs?

Join me as I break down why simplicity, efficiency, and relevance should be the guiding principles in your asset protection and estate planning. We’ll discuss the hidden costs and administrative burdens of complex structures, the potential for errors, and the reduced flexibility they often entail. Learn why simpler solutions can often provide effective protection without the unnecessary complications.

This episode aims to equip you with the knowledge to make informed decisions, ensuring that your wealth protection strategy is tailored to your unique circumstances and goals. Don’t miss this essential guide to understanding when less is truly more in asset protection.

]]> Esquire Group LLC true No 457 54 full Avoiding the Biggest Expatriation Mistake: Ensuring Tax Compliance Avoiding the Biggest Expatriation Mistake: Ensuring Tax Compliance https://wealthuncensored.podbean.com/e/avoiding-the-biggest-expatriation-mistake-ensuring-tax-compliance/ https://wealthuncensored.podbean.com/e/avoiding-the-biggest-expatriation-mistake-ensuring-tax-compliance/#comments Tue, 01 Oct 2024 18:20:00 +0400 wealthuncensored.podbean.com/27a2cb20-554c-3c39-b3cf-173a71d51640 In this episode I discuss the biggest mistake I see people make when expatriating—failing to ensure they are fully tax compliant, which can lead to becoming a "covered expatriate." This status can trigger significant financial and legal consequences, including being subject to an exit tax regime, having U.S. person recipients of gifts and inheritances taxed at the highest rates, and even facing difficulties in obtaining a U.S. visa.

I break down the three factors that can classify someone as a covered expatriate: having a net worth of $2 million or more, an annual average income tax liability of more than $201k for the five years prior to expatriation, or not being tax compliant for the five years before expatriation.

Tune in to learn how to protect yourself and ensure a smooth expatriation process, free from costly mistakes. This episode is a must-listen for anyone considering expatriation and wanting to avoid the traps that could turn their dream into a financial nightmare.

]]> In this episode I discuss the biggest mistake I see people make when expatriating—failing to ensure they are fully tax compliant, which can lead to becoming a "covered expatriate." This status can trigger significant financial and legal consequences, including being subject to an exit tax regime, having U.S. person recipients of gifts and inheritances taxed at the highest rates, and even facing difficulties in obtaining a U.S. visa.

I break down the three factors that can classify someone as a covered expatriate: having a net worth of $2 million or more, an annual average income tax liability of more than $201k for the five years prior to expatriation, or not being tax compliant for the five years before expatriation.

Tune in to learn how to protect yourself and ensure a smooth expatriation process, free from costly mistakes. This episode is a must-listen for anyone considering expatriation and wanting to avoid the traps that could turn their dream into a financial nightmare.

]]> Esquire Group LLC true No 578 55 full Jurisdiction Matters: Expert Advice on Selecting the Right Location for Your Structure Jurisdiction Matters: Expert Advice on Selecting the Right Location for Your Structure https://wealthuncensored.podbean.com/e/jurisdiction-matters-expert-advice-on-selecting-the-right-location-for-your-structure/ https://wealthuncensored.podbean.com/e/jurisdiction-matters-expert-advice-on-selecting-the-right-location-for-your-structure/#comments Tue, 10 Sep 2024 18:43:00 +0400 wealthuncensored.podbean.com/121f5e7b-1e3f-36b1-a8d7-9ba40f38d076 In this informative episode of Wealth Uncensored, I sit down with David Piesing, a Guernsey Personal Fiduciary to explore the critical factors in choosing the best jurisdiction for your wealth structure. From grey lists and reputation to the availability of qualified professionals, we cover it all.

David and I delve into the intricacies of banking systems, language considerations, and KYC (Know Your Customer) requirements that can significantly impact your decision. We also discuss the importance of robust judicial systems and favorable tax treaties, providing you with a comprehensive understanding of what to look for in a jurisdiction.

Whether you're setting up a trust, foundation, or any other wealth protection structure, this episode offers invaluable insights to help you make the best choice for your unique needs. Tune in to learn how to navigate the complexities of international jurisdictions and ensure your assets are protected and managed efficiently. Don't miss this expert guide to optimizing your wealth management strategy.

]]> In this informative episode of Wealth Uncensored, I sit down with David Piesing, a Guernsey Personal Fiduciary to explore the critical factors in choosing the best jurisdiction for your wealth structure. From grey lists and reputation to the availability of qualified professionals, we cover it all.

David and I delve into the intricacies of banking systems, language considerations, and KYC (Know Your Customer) requirements that can significantly impact your decision. We also discuss the importance of robust judicial systems and favorable tax treaties, providing you with a comprehensive understanding of what to look for in a jurisdiction.

Whether you're setting up a trust, foundation, or any other wealth protection structure, this episode offers invaluable insights to help you make the best choice for your unique needs. Tune in to learn how to navigate the complexities of international jurisdictions and ensure your assets are protected and managed efficiently. Don't miss this expert guide to optimizing your wealth management strategy.

]]> Esquire Group LLC true No 2237 53 full Understanding Trusts and Foundations: Key Differences and Benefits Understanding Trusts and Foundations: Key Differences and Benefits https://wealthuncensored.podbean.com/e/understanding-trusts-and-foundations-key-differences-and-benefits/ https://wealthuncensored.podbean.com/e/understanding-trusts-and-foundations-key-differences-and-benefits/#comments Tue, 27 Aug 2024 17:15:00 +0400 wealthuncensored.podbean.com/69f98565-3cec-3c05-b3c2-9d32c5d70e70 In this insightful episode of Wealth Uncensored, we delve into the crucial topic of wealth planning structures: Trusts vs. Foundations. Many clients approach me wanting to set up a trust to manage and protect their wealth, but few consider the benefits of foundations, often because they are less well-known.

Join me as I explore the key differences between these two powerful tools, providing you with the knowledge to make an informed decision. We'll discuss the major distinctions, such as the role of third-party trustees in trusts versus the board-managed structure of foundations, and how these impact the management and protection of your assets.

]]> In this insightful episode of Wealth Uncensored, we delve into the crucial topic of wealth planning structures: Trusts vs. Foundations. Many clients approach me wanting to set up a trust to manage and protect their wealth, but few consider the benefits of foundations, often because they are less well-known.

Join me as I explore the key differences between these two powerful tools, providing you with the knowledge to make an informed decision. We'll discuss the major distinctions, such as the role of third-party trustees in trusts versus the board-managed structure of foundations, and how these impact the management and protection of your assets.

]]> Esquire Group LLC true No 742 52 full What You Need to Know About Investing in Dubai Real Estate What You Need to Know About Investing in Dubai Real Estate https://wealthuncensored.podbean.com/e/what-you-need-to-know-about-investing-in-dubai-real-estate/ https://wealthuncensored.podbean.com/e/what-you-need-to-know-about-investing-in-dubai-real-estate/#comments Thu, 15 Aug 2024 17:14:00 +0400 wealthuncensored.podbean.com/d15f67c7-8b9f-3581-90f2-a9c5e6a27d90 The Dubai real estate market has been booming ever since the pandemic. People from all over the world want a piece of Dubai. Some are moving to Dubai and want to purchase a residence, while others are investing for cash flow and appreciation.

To get an insider’s look at Dubai’s real estate market and learn the ins and outs of investing there, I sat down with Stephen Pokoly, a founding partner of Shosty, a Dubai real estate advisory, brokerage, and management company.

Learn about the current market trends, tax advantages, residency, and investment strategies in Dubai. Stephen shares insights on the upcoming property supply in line with Dubai's 2040 plan and discusses the benefits of short-term vs. long-term rentals and more.

]]> The Dubai real estate market has been booming ever since the pandemic. People from all over the world want a piece of Dubai. Some are moving to Dubai and want to purchase a residence, while others are investing for cash flow and appreciation.

To get an insider’s look at Dubai’s real estate market and learn the ins and outs of investing there, I sat down with Stephen Pokoly, a founding partner of Shosty, a Dubai real estate advisory, brokerage, and management company.

Learn about the current market trends, tax advantages, residency, and investment strategies in Dubai. Stephen shares insights on the upcoming property supply in line with Dubai's 2040 plan and discusses the benefits of short-term vs. long-term rentals and more.

]]> Esquire Group LLC true No 2134 51 full Avoiding Common Pitfalls in Multinational Estate Planning Avoiding Common Pitfalls in Multinational Estate Planning https://wealthuncensored.podbean.com/e/avoiding-common-pitfalls-in-multinational-estate-planning/ https://wealthuncensored.podbean.com/e/avoiding-common-pitfalls-in-multinational-estate-planning/#comments Wed, 07 Aug 2024 18:00:00 +0400 wealthuncensored.podbean.com/981baba0-240c-3ef1-a2b1-503ba6a6c38e Unlock the secrets to successful multinational estate planning in this comprehensive guide. Get valuable insights on how to navigate the complex tax and legal implications when your assets, family members, citizenships, and residencies span various countries.

Avoid common pitfalls and learn why a tailored approach is crucial over one-size-fits-all solutions from "entity salesmen" and "single jurisdiction advisors." Discover the key factors in creating an effective plan, from asset location to tax treaties, and understand the importance of engaging a team of experts in each relevant jurisdiction.

]]> Unlock the secrets to successful multinational estate planning in this comprehensive guide. Get valuable insights on how to navigate the complex tax and legal implications when your assets, family members, citizenships, and residencies span various countries.

Avoid common pitfalls and learn why a tailored approach is crucial over one-size-fits-all solutions from "entity salesmen" and "single jurisdiction advisors." Discover the key factors in creating an effective plan, from asset location to tax treaties, and understand the importance of engaging a team of experts in each relevant jurisdiction.

]]> Esquire Group LLC true No 1012 50 full How U.S. Persons Can Benefit from Dubai Foundations How U.S. Persons Can Benefit from Dubai Foundations https://wealthuncensored.podbean.com/e/how-us-persons-can-benefit-from-dubai-foundations/ https://wealthuncensored.podbean.com/e/how-us-persons-can-benefit-from-dubai-foundations/#comments Thu, 01 Aug 2024 13:39:28 +0400 wealthuncensored.podbean.com/0cda4ab0-fa8b-3889-8292-2f0ee889f3c7 Discover how US persons—citizens, green card holders, and residents—can benefit from setting up trusts and foundations in the UAE. This video debunks common myths and highlights key advantages like asset protection and flexible estate planning. Learn why the Dubai International Financial Centre offers strong privacy and how creating structures outside the US can safeguard assets from creditors and courts. Understand the tax implications and management benefits to make an informed decision.

]]> Discover how US persons—citizens, green card holders, and residents—can benefit from setting up trusts and foundations in the UAE. This video debunks common myths and highlights key advantages like asset protection and flexible estate planning. Learn why the Dubai International Financial Centre offers strong privacy and how creating structures outside the US can safeguard assets from creditors and courts. Understand the tax implications and management benefits to make an informed decision.

]]> Esquire Group LLC true No 797 49 full Beware of Bargains: Finding Quality in U.S. International Tax Preparation Beware of Bargains: Finding Quality in U.S. International Tax Preparation https://wealthuncensored.podbean.com/e/beware-of-bargains-finding-quality-in-us-international-tax-preparation/ https://wealthuncensored.podbean.com/e/beware-of-bargains-finding-quality-in-us-international-tax-preparation/#comments Tue, 23 Jul 2024 19:09:00 +0400 wealthuncensored.podbean.com/b2c17523-571a-36a1-ad5b-1edce2fccbd8 In this episode I sit down with Ali Khan, a renowned U.S. international tax CPA from Abitos, to uncover the truth about the international tax preparation industry. Ali shares his expert insights on what sets truly skilled U.S. international tax preparers apart from those who merely claim to be experts.

 

Join us as we navigate the complexities of U.S. international tax preparation, empowering you with the knowledge to choose the best professionals for your financial needs. Don't miss this episode packed with valuable tips and expert advice from one of the leading figures in the industry.

 

Contact Ali ak@taxintl.com

]]> In this episode I sit down with Ali Khan, a renowned U.S. international tax CPA from Abitos, to uncover the truth about the international tax preparation industry. Ali shares his expert insights on what sets truly skilled U.S. international tax preparers apart from those who merely claim to be experts.

 

Join us as we navigate the complexities of U.S. international tax preparation, empowering you with the knowledge to choose the best professionals for your financial needs. Don't miss this episode packed with valuable tips and expert advice from one of the leading figures in the industry.

 

Contact Ali ak@taxintl.com

]]> Esquire Group LLC true No 1436 48 full Real Advice vs. Online Noise: The State of International Tax Advisory Real Advice vs. Online Noise: The State of International Tax Advisory https://wealthuncensored.podbean.com/e/real-advice-vs-online-noise-the-state-of-international-tax-advisory/ https://wealthuncensored.podbean.com/e/real-advice-vs-online-noise-the-state-of-international-tax-advisory/#comments Tue, 16 Jul 2024 17:15:00 +0400 wealthuncensored.podbean.com/04adc4a0-cd2e-3a81-ad04-e6b0fde14ff5 Today my guests: U.S. international tax attorneys Virginia La Torre Jeker and John Richardson and I discuss the importance of seeking advice from true experts in the international tax advisory industry.

We highlight the differences between professionals trained to report versus those trained to analyze and interpret complex tax laws, emphasizing the value of legal backgrounds for strategic tax advice.

Together we address the challenges qualified advisors face in being undervalued due to abundant free online information and consultations. It offers tips on distinguishing knowledgeable advisors from less qualified ones, stressing the importance of valuing true expertise for the best financial advice.

 

You can connect with our guests via LinkedIn :

Virginia La Torre Jeker 

John Richardson

]]> Today my guests: U.S. international tax attorneys Virginia La Torre Jeker and John Richardson and I discuss the importance of seeking advice from true experts in the international tax advisory industry.

We highlight the differences between professionals trained to report versus those trained to analyze and interpret complex tax laws, emphasizing the value of legal backgrounds for strategic tax advice.

Together we address the challenges qualified advisors face in being undervalued due to abundant free online information and consultations. It offers tips on distinguishing knowledgeable advisors from less qualified ones, stressing the importance of valuing true expertise for the best financial advice.

 

You can connect with our guests via LinkedIn :

Virginia La Torre Jeker 

John Richardson

]]> Esquire Group LLC true No 2575 47 full Best Estate Planning Practices for Foreign Investors in the US Best Estate Planning Practices for Foreign Investors in the US https://wealthuncensored.podbean.com/e/best-estate-planning-practices-for-foreign-investors-in-the-us/ https://wealthuncensored.podbean.com/e/best-estate-planning-practices-for-foreign-investors-in-the-us/#comments Fri, 05 Jul 2024 18:00:00 +0400 wealthuncensored.podbean.com/89079f1d-36fd-31fa-a4cc-ac41a65fa990 In this episode, we're joined by attorney Mike Abel, LL.M. from Abel Law Group, an expert in estate planning and asset protection. Together, we dive deep into the critical topic of estate planning for foreign investors in the US.

Mike and I explore what happens to your assets when you pass away without a will, with a foreign will, with a US will, and with a US living trust. We break down the pros and cons of each option, providing clear and practical advice to ensure your investments are protected and your legacy is secured. Whether you're investing in US real estate or other assets, understanding the intricacies of estate planning is crucial to safeguard your wealth and ensure a smooth transition for your heirs.

Tune in to learn about the best strategies for estate planning, the potential pitfalls to avoid, and how to choose the right tools to suit your unique situation as a foreign investor.

]]> In this episode, we're joined by attorney Mike Abel, LL.M. from Abel Law Group, an expert in estate planning and asset protection. Together, we dive deep into the critical topic of estate planning for foreign investors in the US.

Mike and I explore what happens to your assets when you pass away without a will, with a foreign will, with a US will, and with a US living trust. We break down the pros and cons of each option, providing clear and practical advice to ensure your investments are protected and your legacy is secured. Whether you're investing in US real estate or other assets, understanding the intricacies of estate planning is crucial to safeguard your wealth and ensure a smooth transition for your heirs.

Tune in to learn about the best strategies for estate planning, the potential pitfalls to avoid, and how to choose the right tools to suit your unique situation as a foreign investor.

]]> Esquire Group LLC true No 1286 46 full Navigating Italy’s Flat Tax Regime Navigating Italy’s Flat Tax Regime https://wealthuncensored.podbean.com/e/navigating-italy-s-flat-tax-regime/ https://wealthuncensored.podbean.com/e/navigating-italy-s-flat-tax-regime/#comments Thu, 27 Jun 2024 18:30:00 +0400 wealthuncensored.podbean.com/2095d0c8-ebae-3ad9-9d20-0c27bfa94f25 In this episode, I talk to Italian tax attorney, Walter Andreoni, who gives us the ins and out of the Italy’s flat tax regime, how to qualify for it, and how to get set up on it.

HNWIs throughout the world are looking for tax advantaged places to live. To fill the demand, several countries, even traditionally high-tax countries, like Italy, are offering special tax regimes to attract wealthy residents.

How the regimes work vary from country to country. Some countries require you to invest in the country, for example, while others require you to pay a flat tax.

Italy’s flat tax regime basically works like this. You pay a flat annual income tax of EUR 100,000 and most non-Italian income is exempt from Italian income tax. You are also exempted from Italian inheritance tax on non-Italian assets.

 

]]> In this episode, I talk to Italian tax attorney, Walter Andreoni, who gives us the ins and out of the Italy’s flat tax regime, how to qualify for it, and how to get set up on it.

HNWIs throughout the world are looking for tax advantaged places to live. To fill the demand, several countries, even traditionally high-tax countries, like Italy, are offering special tax regimes to attract wealthy residents.

How the regimes work vary from country to country. Some countries require you to invest in the country, for example, while others require you to pay a flat tax.

Italy’s flat tax regime basically works like this. You pay a flat annual income tax of EUR 100,000 and most non-Italian income is exempt from Italian income tax. You are also exempted from Italian inheritance tax on non-Italian assets.

 

]]> Esquire Group LLC true No 1770 45 full The U.S. Beneficial Owner Register Explained The U.S. Beneficial Owner Register Explained https://wealthuncensored.podbean.com/e/the-us-beneficial-owner-register-explained/ https://wealthuncensored.podbean.com/e/the-us-beneficial-owner-register-explained/#comments Tue, 18 Jun 2024 18:00:00 +0400 wealthuncensored.podbean.com/d5394e6c-646f-336b-8bd6-b4472e8e3071 Jimmy and attorney Mike Abel dissect the newly established U.S. Beneficial Owner Information Register, a critical component of the Corporate Transparency Act.

In this episode, they explore the requirements of the register, detailing what information must be reported, the deadlines for submission, and who falls under the requirement to report.

Mike Abel provides expert insights into identifying individuals with substantial control, navigating complex ownership structures, and understanding the penalties for noncompliance.

Whether you're a business owner, legal advisor, or just keen on the nuances of U.S. corporate law, this episode offers a thorough breakdown of how the act impacts corporate transparency and compliance obligations.

]]> Jimmy and attorney Mike Abel dissect the newly established U.S. Beneficial Owner Information Register, a critical component of the Corporate Transparency Act.

In this episode, they explore the requirements of the register, detailing what information must be reported, the deadlines for submission, and who falls under the requirement to report.

Mike Abel provides expert insights into identifying individuals with substantial control, navigating complex ownership structures, and understanding the penalties for noncompliance.

Whether you're a business owner, legal advisor, or just keen on the nuances of U.S. corporate law, this episode offers a thorough breakdown of how the act impacts corporate transparency and compliance obligations.

]]> Esquire Group LLC true No 1749 44 full Adapting to the UK Non-Dom Regime Updates Adapting to the UK Non-Dom Regime Updates https://wealthuncensored.podbean.com/e/adapting-to-the-uk-non-dom-regime-updates/ https://wealthuncensored.podbean.com/e/adapting-to-the-uk-non-dom-regime-updates/#comments Tue, 04 Jun 2024 18:00:00 +0400 wealthuncensored.podbean.com/176fd7b3-2d8a-33ff-904c-3139f11fee97 In this episode, Jimmy Sexton, together with Dmitry Zapol, a UK tax advisor, delves into the complexities and impending changes of the UK non-dom regime. With Dmitry’s 15 years of expertise in international tax planning, they discuss the nuances between current proposals and established laws, shedding light on common misconceptions. They explore the implications for high-net-worth and ultra-high-net-worth individuals, including tax residency, domicile, and the potential abolition of the non-dom regime.

 

The episode also covers strategies like protected settlements and the benefits of the current tax regime for entrepreneurs. Additionally, they analyze the contrasting political proposals that could reshape the future of the non-dom regime and discuss strategic relocation options for non-doms considering tax advantaged living in other countries. This episode is a must-listen for anyone interested in understanding the intricate dynamics of UK taxation and how they might evolve.

]]> In this episode, Jimmy Sexton, together with Dmitry Zapol, a UK tax advisor, delves into the complexities and impending changes of the UK non-dom regime. With Dmitry’s 15 years of expertise in international tax planning, they discuss the nuances between current proposals and established laws, shedding light on common misconceptions. They explore the implications for high-net-worth and ultra-high-net-worth individuals, including tax residency, domicile, and the potential abolition of the non-dom regime.

 

The episode also covers strategies like protected settlements and the benefits of the current tax regime for entrepreneurs. Additionally, they analyze the contrasting political proposals that could reshape the future of the non-dom regime and discuss strategic relocation options for non-doms considering tax advantaged living in other countries. This episode is a must-listen for anyone interested in understanding the intricate dynamics of UK taxation and how they might evolve.

]]> Esquire Group LLC true No 1574 43 full Breaking Down Relocation Abroad for Americans with David Lesperance Part 2 Breaking Down Relocation Abroad for Americans with David Lesperance Part 2 https://wealthuncensored.podbean.com/e/breaking-down-relocation-abroad-for-americans-with-david-lesperance-part-2/ https://wealthuncensored.podbean.com/e/breaking-down-relocation-abroad-for-americans-with-david-lesperance-part-2/#comments Wed, 01 May 2024 18:00:00 +0400 wealthuncensored.podbean.com/77e72ace-fa85-3b0a-a6e4-59e520134257 In 2nd episode in our series with David Lesperance we discuss the ultimate step in global mobility (and tax savings): renouncing U.S. citizenship. Uncover the motivations behind this significant decision, from taxation to personal freedom, and learn the legal requirements for making the transition.

Remember, you can’t expatriate without a second citizenship. In this episode explore the ways of securing one and tax implications of expatriation as well how to protect your assets and save taxes using foreign trusts and foundations post-expatriation

 

]]> In 2nd episode in our series with David Lesperance we discuss the ultimate step in global mobility (and tax savings): renouncing U.S. citizenship. Uncover the motivations behind this significant decision, from taxation to personal freedom, and learn the legal requirements for making the transition.

Remember, you can’t expatriate without a second citizenship. In this episode explore the ways of securing one and tax implications of expatriation as well how to protect your assets and save taxes using foreign trusts and foundations post-expatriation

 

]]> Esquire Group LLC true No 1319 42 full Breaking Down Relocation Abroad for Americans with David Lesperance Part 1 Breaking Down Relocation Abroad for Americans with David Lesperance Part 1 https://wealthuncensored.podbean.com/e/breaking-down-relocation-abroad-for-americans-with-david-lesperance-part-1/ https://wealthuncensored.podbean.com/e/breaking-down-relocation-abroad-for-americans-with-david-lesperance-part-1/#comments Thu, 25 Apr 2024 16:28:21 +0400 wealthuncensored.podbean.com/b28e747d-0eb6-3d53-9d84-d13525eed127 Discover the essentials of securing a second residency and / or citizenship, the legal pathways available, and hear real-world examples that illuminate the importance of preparedness in uncertain times.

There are various reasons Americans may want to get out of America, ranging from escaping natural disasters or civil unrest to taking a job overseas to wanting to leave America permanently. To discuss these different groups of Americans, we're joined by renowned immigration and citizenship expert David Lesperance.

In this first episode of a two-part series, we take a deep dive the first two group of Americans who may want to relocate abroad.

The first group being those who might seek temporary refuge outside the U.S. due to natural disasters or civil unrest. And the second group being those may want to spend a prolonged period abroad due to economic or political reasons, or the desire for a global upbringing for their families, find out how to legally establish a new life overseas.

Join us next week when we explore the reasons Americans may want expatriate by renouncing their U.S. citizenship, the tax consequences of doing, the process, and proposed new expatriation tax regime. We also delve in to tax saving options using trusts and foundations that are not available to Americans.

]]> Discover the essentials of securing a second residency and / or citizenship, the legal pathways available, and hear real-world examples that illuminate the importance of preparedness in uncertain times.

There are various reasons Americans may want to get out of America, ranging from escaping natural disasters or civil unrest to taking a job overseas to wanting to leave America permanently. To discuss these different groups of Americans, we're joined by renowned immigration and citizenship expert David Lesperance.

In this first episode of a two-part series, we take a deep dive the first two group of Americans who may want to relocate abroad.

The first group being those who might seek temporary refuge outside the U.S. due to natural disasters or civil unrest. And the second group being those may want to spend a prolonged period abroad due to economic or political reasons, or the desire for a global upbringing for their families, find out how to legally establish a new life overseas.

Join us next week when we explore the reasons Americans may want expatriate by renouncing their U.S. citizenship, the tax consequences of doing, the process, and proposed new expatriation tax regime. We also delve in to tax saving options using trusts and foundations that are not available to Americans.

]]> Esquire Group LLC true No 1373 41 full Just Because You Don't Have a Passport Doesn't Mean You Aren't a US Citizen Just Because You Don't Have a Passport Doesn't Mean You Aren't a US Citizen https://wealthuncensored.podbean.com/e/just-because-you-dont-have-a-passport-doesnt-mean-you-arent-a-us-citizen/ https://wealthuncensored.podbean.com/e/just-because-you-dont-have-a-passport-doesnt-mean-you-arent-a-us-citizen/#comments Tue, 02 Apr 2024 18:22:00 +0400 wealthuncensored.podbean.com/727bfa3f-109f-3dbc-b231-dc43b39f613c Today we delve into the US citizenship topic, exposing the common myth that a US passport is the be-all and end-all of American identity. Discover the basis of US citizenship, learn about the legal pathways to acquiring it, and understand the significant tax implications it holds for individuals around the globe. Whether you're a US citizen by birth, through your parents, or considering expatriation, this episode is packed with critical insights for protecting your wealth and navigating the complexities of international taxation. Don't miss this essential guide to US citizenship and its impact on your financial landscape.

Remember, your passport and citizenship are separate. You can be a US citizen even if you never had a US passport. In fact, there are more US citizens without passports than with!

Download the Expatriation Exit Tax Calculator here: https://esquiregroup.com/expatriation-exit-tax-calculator/

Tune in to Wealth Uncensored for the expert insights you need to safeguard your assets and stay informed on the latest in international tax and wealth protection.

]]> Today we delve into the US citizenship topic, exposing the common myth that a US passport is the be-all and end-all of American identity. Discover the basis of US citizenship, learn about the legal pathways to acquiring it, and understand the significant tax implications it holds for individuals around the globe. Whether you're a US citizen by birth, through your parents, or considering expatriation, this episode is packed with critical insights for protecting your wealth and navigating the complexities of international taxation. Don't miss this essential guide to US citizenship and its impact on your financial landscape.

Remember, your passport and citizenship are separate. You can be a US citizen even if you never had a US passport. In fact, there are more US citizens without passports than with!

Download the Expatriation Exit Tax Calculator here: https://esquiregroup.com/expatriation-exit-tax-calculator/

Tune in to Wealth Uncensored for the expert insights you need to safeguard your assets and stay informed on the latest in international tax and wealth protection.

]]> Esquire Group LLC true No 519 40 full Corporate Ownership of U.S. Vacation Home Risks Withholding Tax for Foreign Investors Corporate Ownership of U.S. Vacation Home Risks Withholding Tax for Foreign Investors https://wealthuncensored.podbean.com/e/corporate-ownership-of-us-vacation-home-risks-withholding-tax-for-foreign-investors/ https://wealthuncensored.podbean.com/e/corporate-ownership-of-us-vacation-home-risks-withholding-tax-for-foreign-investors/#comments Wed, 20 Mar 2024 21:12:51 +0400 wealthuncensored.podbean.com/e1d3ca12-68a9-32e1-a1e6-340e2f63d12e In this episode we discuss the tax risks and provide insight into how foreign investors can manage them, discuss alternative structures such as trusts, and emphasize the importance of meticulous planning and consultation with tax professionals.

The US is a popular place for HNWIs to own vacation homes. But doing so individually comes with some often-overlooked tax consequences.

  • Income tax on rental income and capital gains
  • Estate tax on the value of the US real estate if the foreigner dies owning it
  • FIRPTA withholding tax of 10% - 15% on the sale price when the property is sold

To mitigate the estate tax and FIRPTA withholding many HNW foreign investors purchase their US vacation homes through dual-corporate structure. Under the dual-corporate structure, the foreign investor sets up a foreign corporation that, in turn, sets up a US corporation that acquires the property.

This structure completely eliminates the estate tax and FIRPTA withholding tax when the property is sold. It does, however, come with hidden tax risks if the property is used personally, as a vacation home would be.

If the foreign investor doesn’t pay fair market rent for their use of the corporate owned vacation home, there will be a deemed dividend to the foreign parent equal to the value of the personal use. The deemed dividend is subject to withholding tax up to 30% without any allowance of deductions or possibly of refund.

Whether you already own a vacation home in the U.S., are considering investing in one, or are a professional advising clients on international real estate investments, this episode offers valuable guidance on minimizing tax liabilities while enjoying your investment to the fullest.

Download the Guide to Structuring U.S. Real Estate Investments for Foreigners here.

Want to know more about Trusts&Foundations? Find link to the guide here.

]]> In this episode we discuss the tax risks and provide insight into how foreign investors can manage them, discuss alternative structures such as trusts, and emphasize the importance of meticulous planning and consultation with tax professionals.

The US is a popular place for HNWIs to own vacation homes. But doing so individually comes with some often-overlooked tax consequences.

  • Income tax on rental income and capital gains
  • Estate tax on the value of the US real estate if the foreigner dies owning it
  • FIRPTA withholding tax of 10% - 15% on the sale price when the property is sold

To mitigate the estate tax and FIRPTA withholding many HNW foreign investors purchase their US vacation homes through dual-corporate structure. Under the dual-corporate structure, the foreign investor sets up a foreign corporation that, in turn, sets up a US corporation that acquires the property.


This structure completely eliminates the estate tax and FIRPTA withholding tax when the property is sold. It does, however, come with hidden tax risks if the property is used personally, as a vacation home would be.

If the foreign investor doesn’t pay fair market rent for their use of the corporate owned vacation home, there will be a deemed dividend to the foreign parent equal to the value of the personal use. The deemed dividend is subject to withholding tax up to 30% without any allowance of deductions or possibly of refund.

Whether you already own a vacation home in the U.S., are considering investing in one, or are a professional advising clients on international real estate investments, this episode offers valuable guidance on minimizing tax liabilities while enjoying your investment to the fullest.

Download the Guide to Structuring U.S. Real Estate Investments for Foreigners here.

Want to know more about Trusts&Foundations? Find link to the guide here.

]]> Esquire Group LLC true No 562 39 full Tax Challenges for American Entrepreneurs in the UAE Tax Challenges for American Entrepreneurs in the UAE https://wealthuncensored.podbean.com/e/tax-challenges-for-american-entrepreneurs-in-the-uae/ https://wealthuncensored.podbean.com/e/tax-challenges-for-american-entrepreneurs-in-the-uae/#comments Tue, 12 Mar 2024 17:09:00 +0400 wealthuncensored.podbean.com/7de51ad0-acab-3dea-9e6a-20359a9a450b Dive into the complex world of tax compliance for American entrepreneurs in the UAE in the latest episode of Wealth Uncensored. Discover the pitfalls of inadequate tax planning and learn how U.S. tax laws apply to you as an American business owner in the UAE. Whether you're self-employed or the owner of a UAE company, this episode is packed with critical insights and strategies for navigating your U.S. and UAE tax obligations effectively.

Learn about the nuances of UAE's 9% corporate tax, the implications of owning a company, and the strategic moves you can make to minimize your tax liability while staying compliant. From leveraging tax credits to considering expatriation, we cover the gamut of options available to optimize your tax situation in the UAE.

Don't let tax complexity hinder your international business ambitions. Tune in to gain the knowledge you need to make informed decisions and position your business for success in the global marketplace.

]]> Dive into the complex world of tax compliance for American entrepreneurs in the UAE in the latest episode of Wealth Uncensored. Discover the pitfalls of inadequate tax planning and learn how U.S. tax laws apply to you as an American business owner in the UAE. Whether you're self-employed or the owner of a UAE company, this episode is packed with critical insights and strategies for navigating your U.S. and UAE tax obligations effectively.

Learn about the nuances of UAE's 9% corporate tax, the implications of owning a company, and the strategic moves you can make to minimize your tax liability while staying compliant. From leveraging tax credits to considering expatriation, we cover the gamut of options available to optimize your tax situation in the UAE.

Don't let tax complexity hinder your international business ambitions. Tune in to gain the knowledge you need to make informed decisions and position your business for success in the global marketplace.

]]> Esquire Group LLC true No 1110 38 full Americans Can't Save Taxes by Going Offshore Americans Can't Save Taxes by Going Offshore https://wealthuncensored.podbean.com/e/americans-cant-save-taxes-by-going-offshore/ https://wealthuncensored.podbean.com/e/americans-cant-save-taxes-by-going-offshore/#comments Mon, 04 Mar 2024 18:57:00 +0400 wealthuncensored.podbean.com/c60bba94-0995-3a92-a0e7-20a5d395a963 Today we tackle the misconception that Americans can reduce their tax burdens by moving assets offshore. We dispel the myth and explain why offshore strategies, like using foreign corporations and trusts, often fail to deliver significant tax savings, if any. Discover the complexities of the US tax system and the risks associated with offshore planning, including a discussion of Subpart F, GILTI, and other anti-avoidance measures.

Download the guide "International Tax Form Filling" https://esquiregroup.com/international-tax-filing-guide/

]]> Today we tackle the misconception that Americans can reduce their tax burdens by moving assets offshore. We dispel the myth and explain why offshore strategies, like using foreign corporations and trusts, often fail to deliver significant tax savings, if any. Discover the complexities of the US tax system and the risks associated with offshore planning, including a discussion of Subpart F, GILTI, and other anti-avoidance measures.

Download the guide "International Tax Form Filling" https://esquiregroup.com/international-tax-filing-guide/

]]> Esquire Group LLC true No 808 37 full Why Expatriating from the U.S. Without a Strong 2nd Passport Is a Gamble Why Expatriating from the U.S. Without a Strong 2nd Passport Is a Gamble https://wealthuncensored.podbean.com/e/why-expatriating-from-the-us-without-a-strong-2nd-passport-is-a-gamble/ https://wealthuncensored.podbean.com/e/why-expatriating-from-the-us-without-a-strong-2nd-passport-is-a-gamble/#comments Mon, 26 Feb 2024 17:11:00 +0400 wealthuncensored.podbean.com/fd6863db-53be-3b59-8fe0-030221570f03 In this episode find what is the risks associated with expatriating from the U.S. without a strong second passport. Delve into the complexities of renouncing US citizenship and discover the importance of thorough planning and consideration.

 

More information on expatriating:

- Unique Expatriation Issues: https://www.podbean.com/ew/pb-tv3hh-e6e975

- The Ultimate Guide to Expatriation from U.S. https://youtu.be/r_S_15ljUwo?si=axR7nKl-0EMSoZa0

- Expatriation Taxes: Basics and Strategies: https://esquiregroup.com/expatriation-taxes-esquire-group-blog/

 

To find out if you are covered expatriate and what is your estimate exit tax Download Expatriation Tax Calculator https://esquiregroup.com/expatriation-exit-tax-calculator/2

]]> In this episode find what is the risks associated with expatriating from the U.S. without a strong second passport. Delve into the complexities of renouncing US citizenship and discover the importance of thorough planning and consideration.

 

More information on expatriating:

- Unique Expatriation Issues: https://www.podbean.com/ew/pb-tv3hh-e6e975

- The Ultimate Guide to Expatriation from U.S. https://youtu.be/r_S_15ljUwo?si=axR7nKl-0EMSoZa0

- Expatriation Taxes: Basics and Strategies: https://esquiregroup.com/expatriation-taxes-esquire-group-blog/

 

To find out if you are covered expatriate and what is your estimate exit tax Download Expatriation Tax Calculator https://esquiregroup.com/expatriation-exit-tax-calculator/2

]]> Esquire Group LLC true No 543 36 full Navigating the Perils of Flee Clauses Navigating the Perils of Flee Clauses https://wealthuncensored.podbean.com/e/navigating-the-perils-of-flee-clauses/ https://wealthuncensored.podbean.com/e/navigating-the-perils-of-flee-clauses/#comments Sun, 18 Feb 2024 19:00:00 +0400 wealthuncensored.podbean.com/a1a2ad09-34a5-3b96-81eb-8d2aec116699 Explore the complexities of "Navigating the Perils of Flee Clauses" with me. Gain insights into the benefits and potential pitfalls of flee clauses, an essential topic for those with or considering asset protection trusts. I delve into the nuances of defining events of jeopardy and duress, urging caution against generic flee clauses. Discover the importance of meticulous planning, choosing a backup jurisdiction, and onboarding a trustee in advance for effective implementation. Don't miss out on this deep dive into safeguarding your assets intelligently.

]]> Explore the complexities of "Navigating the Perils of Flee Clauses" with me. Gain insights into the benefits and potential pitfalls of flee clauses, an essential topic for those with or considering asset protection trusts. I delve into the nuances of defining events of jeopardy and duress, urging caution against generic flee clauses. Discover the importance of meticulous planning, choosing a backup jurisdiction, and onboarding a trustee in advance for effective implementation. Don't miss out on this deep dive into safeguarding your assets intelligently.

]]> Explore the complexities of navigating flee clause,, gaining insights into the benefits and potential pitfalls of these clauses for asset protection trusts, emphasizing the importance of meticulous planning, caution against generic flee clauses, and the significance of defining events of jeopardy and duress, while highlighting crucial steps like choosing a backup jurisdiction and onboarding a trustee in advance for effective asset safeguarding. Esquire Group LLC true No 435 34 full Foundations: The Smart Way to Invest in UAE Real Estate Foundations: The Smart Way to Invest in UAE Real Estate https://wealthuncensored.podbean.com/e/foundations-the-smart-way-to-invest-in-uae-real-estate/ https://wealthuncensored.podbean.com/e/foundations-the-smart-way-to-invest-in-uae-real-estate/#comments Sun, 11 Feb 2024 18:20:00 +0400 wealthuncensored.podbean.com/0cc66e2b-988b-38d9-8778-9a5713705132 Discover the smart way to invest in UAE real estate with me in the latest episode, "Foundations: The Smart Way to Invest in UAE Real Estate." Dubai's real estate market is booming, and I will unveil how leveraging foundations provides not just asset protection and privacy but also ensures your estate is distributed according to your wishes. Investing individually comes with risks, but foundations offer solutions – asset protection, privacy, and streamlined estate planning. Learn how foundations empower control and streamline management, especially for overseas investors. Don't miss out on securing your real estate investments intelligently.

]]> Discover the smart way to invest in UAE real estate with me in the latest episode, "Foundations: The Smart Way to Invest in UAE Real Estate." Dubai's real estate market is booming, and I will unveil how leveraging foundations provides not just asset protection and privacy but also ensures your estate is distributed according to your wishes. Investing individually comes with risks, but foundations offer solutions – asset protection, privacy, and streamlined estate planning. Learn how foundations empower control and streamline management, especially for overseas investors. Don't miss out on securing your real estate investments intelligently.

]]> Explore the strategic benefits of leveraging foundations for intelligent real estate investment in the UAE, as I unveil how these structures provide asset protection, privacy, and streamlined estate planning, empowering overseas investors with control and efficient management in Dubai’s flourishing real estate market. Esquire Group LLC true No 463 35 full The Billionaire Tax Today, Everyone Tomorrow The Billionaire Tax Today, Everyone Tomorrow https://wealthuncensored.podbean.com/e/the-billionaire-tax-today-everyone-tomorrow/ https://wealthuncensored.podbean.com/e/the-billionaire-tax-today-everyone-tomorrow/#comments Sun, 04 Feb 2024 18:20:00 +0400 wealthuncensored.podbean.com/6bf7b2d9-fadb-3685-889e-bdcebcd2bb71 This episode isn't just about billionaires; it's a window into the future of taxation that could impact a wider audience. Gain valuable insights into navigating the complexities of financial planning, taxation, and ensuring resilience in an ever-changing landscape.

I unravel the layers of the proposed Billionaire Tax Act and its potential repercussions for the broader taxpayer base. Join me as we navigate through the intricacies of this tax reform, exploring effective strategies for billionaires, the limitations of expatriation and trusts, and the historical parallels to the evolution of income tax.

  • Understanding the Billionaire Tax Act: A mark-to-market tax on unrealized gains.
  • Strategies for billionaires: Expatriation, trusts, and their potential pitfalls.
  • Broader implications: Exploring the act's potential extension beyond billionaires.
  • Historical context: Drawing parallels to the evolution of income tax laws.

To delve deeper into tax planning and financial strategies, check out my Trusts & Foundations Guide. Download link here.

]]> This episode isn't just about billionaires; it's a window into the future of taxation that could impact a wider audience. Gain valuable insights into navigating the complexities of financial planning, taxation, and ensuring resilience in an ever-changing landscape.

I unravel the layers of the proposed Billionaire Tax Act and its potential repercussions for the broader taxpayer base. Join me as we navigate through the intricacies of this tax reform, exploring effective strategies for billionaires, the limitations of expatriation and trusts, and the historical parallels to the evolution of income tax.

  • Understanding the Billionaire Tax Act: A mark-to-market tax on unrealized gains.
  • Strategies for billionaires: Expatriation, trusts, and their potential pitfalls.
  • Broader implications: Exploring the act's potential extension beyond billionaires.
  • Historical context: Drawing parallels to the evolution of income tax laws.

To delve deeper into tax planning and financial strategies, check out my Trusts & Foundations Guide. Download link here.

]]> Explore the future landscape of taxation transcending the billionaire perspective, as I dissect the layers of the proposed Billionaire Tax Act, analyzing its mark-to-market tax on unrealized gains, strategies for billionaires involving expatriation and trusts, examining potential implications for a broader audience, and drawing historical parallels to the evolution of income tax laws, offering crucial insights into navigating the complexities of financial planning and taxation. Esquire Group LLC true No 417 33 full How HNWIs Are Redefining Safety as a Luxury How HNWIs Are Redefining Safety as a Luxury https://wealthuncensored.podbean.com/e/how-hnwis-are-redefining-safety-as-a-luxury/ https://wealthuncensored.podbean.com/e/how-hnwis-are-redefining-safety-as-a-luxury/#comments Sun, 28 Jan 2024 18:15:00 +0400 wealthuncensored.podbean.com/80a4168c-bdb3-3c66-8999-3a64af5d2009 Ever wondered how safety became a luxury for HNWIs? Join me as we delve into the shifting dynamics of security. From personal experiences in Dubai to the global rise in crimes against the wealthy, we explore the changing behaviors and choices of the affluent. Discover why safety is now a sought-after luxury, influencing where HNWIs choose to reside and how they live. In a world where personal safety is a growing concern, countries prioritizing security are set to attract and thrive with HNWIs. Tune in for insights into this evolving paradigm and subscribe for more episodes on crucial topics impacting the world of wealth.

]]> Ever wondered how safety became a luxury for HNWIs? Join me as we delve into the shifting dynamics of security. From personal experiences in Dubai to the global rise in crimes against the wealthy, we explore the changing behaviors and choices of the affluent. Discover why safety is now a sought-after luxury, influencing where HNWIs choose to reside and how they live. In a world where personal safety is a growing concern, countries prioritizing security are set to attract and thrive with HNWIs. Tune in for insights into this evolving paradigm and subscribe for more episodes on crucial topics impacting the world of wealth.

]]> Explore the evolution of safety as a luxury for High Net Worth Individuals (HNWIs), examining global trends and personal experiences, unveiling how heightened concerns for personal security influence their residential choices and lifestyles, shaping a paradigm where countries prioritizing security stand to attract and thrive with affluent individuals. Esquire Group LLC true No 357 32 full Shifting Income with Trusts for Tax Efficien Shifting Income with Trusts for Tax Efficien https://wealthuncensored.podbean.com/e/shifting-income-with-trusts-for-tax-efficien/ https://wealthuncensored.podbean.com/e/shifting-income-with-trusts-for-tax-efficien/#comments Sun, 21 Jan 2024 18:10:00 +0400 wealthuncensored.podbean.com/155ff825-7df6-3af1-967e-2168a0104034 Explore how trusts can provide tax efficiency by shifting income to beneficiaries in lower tax brackets! It’s a hidden gem with many benefits. Picture this: owning assets that push you into higher tax brackets. The remedy? Establish a trust, strategically designate family beneficiaries, and watch your tax burden decrease by shifting income to beneficiaries in lower tax brackets. And of course, you get additional benefits like estate planning and asset protection. Discover the full spectrum of trust benefits in my Trusts & Foundations Guide, available for download. Subscribe for more insights and let's navigate tax efficiency together!

]]> Explore how trusts can provide tax efficiency by shifting income to beneficiaries in lower tax brackets! It’s a hidden gem with many benefits. Picture this: owning assets that push you into higher tax brackets. The remedy? Establish a trust, strategically designate family beneficiaries, and watch your tax burden decrease by shifting income to beneficiaries in lower tax brackets. And of course, you get additional benefits like estate planning and asset protection. Discover the full spectrum of trust benefits in my Trusts & Foundations Guide, available for download. Subscribe for more insights and let's navigate tax efficiency together!

]]> Enhance tax efficiency through strategic trust planning, leveraging the benefits of income shifting to beneficiaries in lower tax brackets, thereby addressing the challenge of owning assets in higher tax brackets and gaining additional advantages in estate planning and asset protection. Esquire Group LLC true No 369 31 full The Need for Continuous Estate Planning The Need for Continuous Estate Planning https://wealthuncensored.podbean.com/e/the-need-for-continuous-estate-planning/ https://wealthuncensored.podbean.com/e/the-need-for-continuous-estate-planning/#comments Sun, 14 Jan 2024 18:20:00 +0400 wealthuncensored.podbean.com/d1777574-7f71-372a-87ca-75f9c5c8be81 Dive into an episode where I uncover "The Need for Continuous Estate Planning." Rather than adopting a 'set it and forget it' mentality, I will highlight the dynamic nature of life and the necessity for your estate plan to evolve accordingly. From navigating changing jurisdictions and tax implications to addressing shifts in family dynamics, the failure to update your estate plan can lead to unintended consequences. I am emphasizing the proactive approach, encouraging you to review and update your plan annually to align with your evolving life circumstances. Tune in for valuable insights into preserving your estate, avoiding unnecessary taxes and legal fees.

]]> Dive into an episode where I uncover "The Need for Continuous Estate Planning." Rather than adopting a 'set it and forget it' mentality, I will highlight the dynamic nature of life and the necessity for your estate plan to evolve accordingly. From navigating changing jurisdictions and tax implications to addressing shifts in family dynamics, the failure to update your estate plan can lead to unintended consequences. I am emphasizing the proactive approach, encouraging you to review and update your plan annually to align with your evolving life circumstances. Tune in for valuable insights into preserving your estate, avoiding unnecessary taxes and legal fees.

]]> Explore the imperative of continuous estate planning, emphasizing its dynamic nature and the proactive need to regularly update plans to navigate changing jurisdictions, tax implications, and evolving family dynamics, ensuring the preservation of your estate and avoidance of unintended consequences. Esquire Group LLC true No 328 30 full Democracy or Regulation: The Illusion of Freedom Democracy or Regulation: The Illusion of Freedom https://wealthuncensored.podbean.com/e/democracy-or-regulation-the-illusion-of-freedom/ https://wealthuncensored.podbean.com/e/democracy-or-regulation-the-illusion-of-freedom/#comments Sun, 07 Jan 2024 17:00:00 +0400 wealthuncensored.podbean.com/93dee7b3-7c61-3842-9038-306846a95c1e In this episode, I delve into the deceptive nature of freedom within democracies, emphasizing the impact of overregulation on personal and financial liberties. Uncover the consequences of an expanding web of laws and regulations, posing risks to wealth preservation. Explore the strategic considerations of seeking greater freedom outside traditional democratic frameworks. Join me for a thought-provoking discussion on adapting to the evolving dynamics of democracy and regulation.

Link to the article: Jimmy Sexton “America Has Too Many Rules” The Wal Street Journal, July 2023.

 

]]> In this episode, I delve into the deceptive nature of freedom within democracies, emphasizing the impact of overregulation on personal and financial liberties. Uncover the consequences of an expanding web of laws and regulations, posing risks to wealth preservation. Explore the strategic considerations of seeking greater freedom outside traditional democratic frameworks. Join me for a thought-provoking discussion on adapting to the evolving dynamics of democracy and regulation.

Link to the article: Jimmy Sexton “America Has Too Many Rules” The Wal Street Journal, July 2023.

 

]]> Esquire Group LLC true No 410 29 full Unveiling the Tax Agenda Behind Beneficial Ownership Registers Unveiling the Tax Agenda Behind Beneficial Ownership Registers https://wealthuncensored.podbean.com/e/unveiling-the-tax-agenda-behind-beneficial-ownership-registers/ https://wealthuncensored.podbean.com/e/unveiling-the-tax-agenda-behind-beneficial-ownership-registers/#comments Mon, 18 Dec 2023 18:15:00 +0400 wealthuncensored.podbean.com/f231bd57-eea8-32f8-be70-4f2f51589629 Delve into the web of the global transparency efforts, together with Jimmy Sexton, exposing their ulterior motive—tax collection rather than crime prevention. With a critical eye on FATCA, CRS, and beneficial owner registers, Sexton guides you through strategies to safeguard wealth amidst mounting fiscal surveillance. From relocating to tax-friendly countries to structuring assets in trusts and foundations, this episode provides actionable insights for navigating the tightening regulatory landscape.

 

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]]> Delve into the web of the global transparency efforts, together with Jimmy Sexton, exposing their ulterior motive—tax collection rather than crime prevention. With a critical eye on FATCA, CRS, and beneficial owner registers, Sexton guides you through strategies to safeguard wealth amidst mounting fiscal surveillance. From relocating to tax-friendly countries to structuring assets in trusts and foundations, this episode provides actionable insights for navigating the tightening regulatory landscape.

 

Love the show? Subscribe, Rate, Review, Like, and Share!

 

Let’s Connect!

]]> Esquire Group LLC true No 445 28 full The Power of Backup Structures in Global Asset Protection The Power of Backup Structures in Global Asset Protection https://wealthuncensored.podbean.com/e/the-power-of-backup-structures-in-global-asset-protection/ https://wealthuncensored.podbean.com/e/the-power-of-backup-structures-in-global-asset-protection/#comments Mon, 11 Dec 2023 00:00:00 +0400 wealthuncensored.podbean.com/bae8f0e5-f88a-37ae-94ed-a7482365956d Join host Jimmy Sexton as he unveils the significance of backup structures in safeguarding assets globally. Discover why having a backup to your primary asset protection setup is crucial, the key considerations in setting up these structures, and the dynamic landscape necessitating ongoing adaptability. Learn how to protect your wealth in an ever-changing world!

Chapter Summaries;

 

(0:00:35) - Introduction to Backup Structures

 

(0:01:12) - Understanding the Need for Backup Structures

 

(0:02:34) - Setting Up Your Backup Structure

 

(0:03:00) - The Challenges of a Rapidly Evolving Regulatory World

 

(0:03:39) - Choosing the Right Jurisdiction for Your Backup Structure

 

(0:03:54) - Considerations for Your Backup Structure

 

(0:06:20) - The Role of Personal Preference in Choosing a Backup Structure

 

(0:07:27) - Recap and Conclusion

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]]> Join host Jimmy Sexton as he unveils the significance of backup structures in safeguarding assets globally. Discover why having a backup to your primary asset protection setup is crucial, the key considerations in setting up these structures, and the dynamic landscape necessitating ongoing adaptability. Learn how to protect your wealth in an ever-changing world!



Chapter Summaries;

 

(0:00:35) - Introduction to Backup Structures

 

(0:01:12) - Understanding the Need for Backup Structures

 

(0:02:34) - Setting Up Your Backup Structure

 

(0:03:00) - The Challenges of a Rapidly Evolving Regulatory World

 

(0:03:39) - Choosing the Right Jurisdiction for Your Backup Structure

 

(0:03:54) - Considerations for Your Backup Structure

 

(0:06:20) - The Role of Personal Preference in Choosing a Backup Structure

 

(0:07:27) - Recap and Conclusion




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]]> Esquire Group LLC true No 511 27 full Beyond Set up the Real Costs of Trusts and Foundations Beyond Set up the Real Costs of Trusts and Foundations https://wealthuncensored.podbean.com/e/beyond-set-up-the-real-costs-of-trusts-and-foundations/ https://wealthuncensored.podbean.com/e/beyond-set-up-the-real-costs-of-trusts-and-foundations/#comments Mon, 27 Nov 2023 09:47:04 +0400 wealthuncensored.podbean.com/692a87b5-91d3-39fa-a522-a692de203f16 Welcome to another episode of Wealth Uncensored. Host Jimmy Sexton explores the complexities of trust and foundation structures, highlighting their benefits and ongoing costs. He emphasizes the need for careful financial consideration before committing to these structures, stressing the importance of assessing individual financial viability. Sexton urges listeners to discuss these implications with advisors before deciding.

Chapter Summaries;

 

(0:00:35) - Introduction to Trusts and Foundations

 

(0:01:00) - Understanding the Complexity and Costs of Trusts and Foundations

 

(0:01:33) - The Realities of Running a Trust or Foundation

 

(0:01:58) - The Benefits of Trusts and Foundations

 

(0:02:25) - The Financial Implications of Trusts and Foundations

 

(0:04:19) - Determining the Financial Viability of a Trust or Foundation

 

(0:05:07) - Exceptions and Special Cases for Trusts and Foundations

 

(0:05:56) - The Importance of Careful Consideration Before Setting Up a Trust or Foundation

 

(0:06:19) - Recap and Conclusion

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]]> Welcome to another episode of Wealth Uncensored. Host Jimmy Sexton explores the complexities of trust and foundation structures, highlighting their benefits and ongoing costs. He emphasizes the need for careful financial consideration before committing to these structures, stressing the importance of assessing individual financial viability. Sexton urges listeners to discuss these implications with advisors before deciding.



Chapter Summaries;

 

(0:00:35) - Introduction to Trusts and Foundations

 

(0:01:00) - Understanding the Complexity and Costs of Trusts and Foundations

 

(0:01:33) - The Realities of Running a Trust or Foundation

 

(0:01:58) - The Benefits of Trusts and Foundations

 

(0:02:25) - The Financial Implications of Trusts and Foundations

 

(0:04:19) - Determining the Financial Viability of a Trust or Foundation

 

(0:05:07) - Exceptions and Special Cases for Trusts and Foundations

 

(0:05:56) - The Importance of Careful Consideration Before Setting Up a Trust or Foundation

 

(0:06:19) - Recap and Conclusion





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]]> Esquire Group LLC true No 432 26 full Structuring U. S. Property Investments for Foreign High Net Worth Individuals Structuring U. S. Property Investments for Foreign High Net Worth Individuals https://wealthuncensored.podbean.com/e/structuring-u-s-property-investments-for-foreign-high-net-worth-individuals/ https://wealthuncensored.podbean.com/e/structuring-u-s-property-investments-for-foreign-high-net-worth-individuals/#comments Mon, 20 Nov 2023 00:00:00 +0400 wealthuncensored.podbean.com/c054f697-64ed-317f-a237-b31151f59365 Host Jimmy Sexton provides insights for high-net-worth foreign investors eyeing the U.S. real estate market. Unveiling the tax pitfalls and complexities, Sexton offers strategic solutions to safeguard investments. Discover key structures and expert advice essential for navigating the intricate landscape of international real estate investments.

Chapter Summaries;

 

(0:00:35) - Introduction to U.S. Property Investments for Foreign High Net Worth Individuals

 

(0:01:05) - The Rising Trend of Foreign Investment in U.S. Real Estate

 

(0:01:55) -Strategies to Minimize Tax Impact

 

(0:04:45) - Misconceptions about Investing through U.S. LLC or Corporation

 

(0:05:48) - Effective Structures for Foreign Investment in U.S. Real Estate

 

(0:06:08) - Ownership through a Foreign Corporation

 

(0:08:49) - Ownership through a Foreign Corporation that Owns a U.S. Corporation

 

(0:11:45) - Ownership through a Foreign Trust

 

(0:12:20) - Recap and Conclusion

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Let’s Connect!

]]> Host Jimmy Sexton provides insights for high-net-worth foreign investors eyeing the U.S. real estate market. Unveiling the tax pitfalls and complexities, Sexton offers strategic solutions to safeguard investments. Discover key structures and expert advice essential for navigating the intricate landscape of international real estate investments.



Chapter Summaries;

 

(0:00:35) - Introduction to U.S. Property Investments for Foreign High Net Worth Individuals

 

(0:01:05) - The Rising Trend of Foreign Investment in U.S. Real Estate

 

(0:01:55) -Strategies to Minimize Tax Impact

 

(0:04:45) - Misconceptions about Investing through U.S. LLC or Corporation

 

(0:05:48) - Effective Structures for Foreign Investment in U.S. Real Estate

 

(0:06:08) - Ownership through a Foreign Corporation

 

(0:08:49) - Ownership through a Foreign Corporation that Owns a U.S. Corporation

 

(0:11:45) - Ownership through a Foreign Trust

 

(0:12:20) - Recap and Conclusion





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Let’s Connect!

]]> Esquire Group LLC true No 900 25 full The Power and Importance of Integrated Advice in Multinational Transactions The Power and Importance of Integrated Advice in Multinational Transactions https://wealthuncensored.podbean.com/e/the-power-and-importance-of-integrated-advice-in-multinational-transactions/ https://wealthuncensored.podbean.com/e/the-power-and-importance-of-integrated-advice-in-multinational-transactions/#comments Mon, 13 Nov 2023 02:41:50 +0400 wealthuncensored.podbean.com/c449fbb8-ce60-3601-a587-65587d7f378d In this episode of Wealth Uncensored, host Jimmy Sexton explores the critical role of integrated advice in the world of multinational transactions. Navigating complex international dealings requires a comprehensive strategy, and Jimmy sheds light on why the right lead advisor is essential for achieving optimal outcomes.

Chapter Summaries;

 

(0:00:35) - Introduction to Integrated Advice in Multinational Transactions

 

(0:01:14) - The Consequences of Failing to Get Integrated Advice

 

(0:02:21) - Common Mistakes in Seeking Advice

 

(0:03:48) - The Importance of a Lead Advisor

 

(0:05:47) - Choosing the Right Lead Advisor

 

(0:09:14) - Understanding the Compensation Structure of a Lead Advisor

 

(0:10:13) - Recap and Conclusion

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]]> In this episode of Wealth Uncensored, host Jimmy Sexton explores the critical role of integrated advice in the world of multinational transactions. Navigating complex international dealings requires a comprehensive strategy, and Jimmy sheds light on why the right lead advisor is essential for achieving optimal outcomes.



Chapter Summaries;

 

(0:00:35) - Introduction to Integrated Advice in Multinational Transactions

 

(0:01:14) - The Consequences of Failing to Get Integrated Advice

 

(0:02:21) - Common Mistakes in Seeking Advice

 

(0:03:48) - The Importance of a Lead Advisor

 

(0:05:47) - Choosing the Right Lead Advisor

 

(0:09:14) - Understanding the Compensation Structure of a Lead Advisor

 

(0:10:13) - Recap and Conclusion



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]]> Esquire Group LLC true No 670 24 full Weighing the Pros and Cons of Managing Your Own Trust or Foundation Weighing the Pros and Cons of Managing Your Own Trust or Foundation https://wealthuncensored.podbean.com/e/weighing-the-pros-and-cons-of-managing-your-own-trust-or-foundation/ https://wealthuncensored.podbean.com/e/weighing-the-pros-and-cons-of-managing-your-own-trust-or-foundation/#comments Mon, 30 Oct 2023 06:00:00 +0400 wealthuncensored.podbean.com/ae1e1c18-c81e-3c8b-9bcb-1dee89ae986b Welcome to the latest episode of Wealth Uncensored. Today, we're diving into a crucial topic: the risks and disadvantages of managing your own trust or foundation. While the allure of control can be enticing, there's much more to consider. We'll explore these drawbacks and discuss how you can maintain influence while mitigating the risks.

Chapter Summaries;

 

(0:00:39) - Introduction to the episode: Pros and Cons of Managing your Own Trust or Foundation

 

(0:01:12) - Task Risks

 

(0:03:00) - Asset Protection Risks 

 

(0:03:36) - Privacy Concerns 

 

(0:04:12) - Proper Administration and Corporate Governance 

 

(0:04:48) - Outside Pressure 

 

(0:05:24) - Mitigating the Risks 

 

(0:07:48) - Closing Remarks

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Let’s Connect!

]]> Welcome to the latest episode of Wealth Uncensored. Today, we're diving into a crucial topic: the risks and disadvantages of managing your own trust or foundation. While the allure of control can be enticing, there's much more to consider. We'll explore these drawbacks and discuss how you can maintain influence while mitigating the risks.



Chapter Summaries;

 

(0:00:39) - Introduction to the episode: Pros and Cons of Managing your Own Trust or Foundation

 

(0:01:12) - Task Risks

 

(0:03:00) - Asset Protection Risks 

 

(0:03:36) - Privacy Concerns 

 

(0:04:12) - Proper Administration and Corporate Governance 

 

(0:04:48) - Outside Pressure 

 

(0:05:24) - Mitigating the Risks 

 

(0:07:48) - Closing Remarks



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Let’s Connect!

]]> Esquire Group LLC true No 518 23 full The Art of Structuring Distribution Provisions in Trust and Foundations The Art of Structuring Distribution Provisions in Trust and Foundations https://wealthuncensored.podbean.com/e/the-art-of-structuring-distribution-provisions-in-trust-and-foundations/ https://wealthuncensored.podbean.com/e/the-art-of-structuring-distribution-provisions-in-trust-and-foundations/#comments Mon, 11 Sep 2023 00:00:00 +0400 wealthuncensored.podbean.com/5420a015-bac4-334f-a0e6-364fb1301cd5 In this episode of Wealth Uncensored, we discuss the importance of structuring distribution provisions in trusts and foundations for long-term wealth preservation. We explore strategies to mitigate risks, such as tax liabilities and asset protection, and highlight key provisions for responsible wealth management. Join us as we provide valuable insights for securing financial stability and achieving effective estate planning.

Chapter Summaries;

 

0:00:36 Understanding the Importance of Structuring Distribution Provisions

0:01:12 Basic vs. Comprehensive Approach to Beneficiary Distributions

0:02:48 Multi-generational Structures for Long-Term Wealth Preservation

0:04:02 Benefits of Multi-generational Trusts and Foundations

0:06:09 Common Distribution Provisions: Age, Education, Substance Abuse

0:09:13 Importance of Life Skills Training for Beneficiaries

0:10:32 Structuring Distribution Provisions: Taking Care of Beneficiaries' Needs

0:11:43 Benefits of a Multi-Generational Structure with Robust Distribution Provisions

​​Love the show? Subscribe, Rate, Review, Like, and Share!

 

Let’s Connect!

]]> In this episode of Wealth Uncensored, we discuss the importance of structuring distribution provisions in trusts and foundations for long-term wealth preservation. We explore strategies to mitigate risks, such as tax liabilities and asset protection, and highlight key provisions for responsible wealth management. Join us as we provide valuable insights for securing financial stability and achieving effective estate planning.



Chapter Summaries;

 

0:00:36 Understanding the Importance of Structuring Distribution Provisions

0:01:12 Basic vs. Comprehensive Approach to Beneficiary Distributions

0:02:48 Multi-generational Structures for Long-Term Wealth Preservation

0:04:02 Benefits of Multi-generational Trusts and Foundations

0:06:09 Common Distribution Provisions: Age, Education, Substance Abuse

0:09:13 Importance of Life Skills Training for Beneficiaries

0:10:32 Structuring Distribution Provisions: Taking Care of Beneficiaries' Needs

0:11:43 Benefits of a Multi-Generational Structure with Robust Distribution Provisions




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Let’s Connect!

]]> Esquire Group LLC true No 733 22 full Crafting the Ideal Board for Your Private Trust Company or Family Foundation Crafting the Ideal Board for Your Private Trust Company or Family Foundation https://wealthuncensored.podbean.com/e/crafting-the-ideal-board-for-your-private-trust-company-or-family-foundation/ https://wealthuncensored.podbean.com/e/crafting-the-ideal-board-for-your-private-trust-company-or-family-foundation/#comments Mon, 04 Sep 2023 02:00:00 +0400 wealthuncensored.podbean.com/b6b4fb6b-fba3-3171-b9c1-12d8a42d8915 In this episode, we equip you with essential knowledge and strategies to construct an ideal board for your private trust or foundation. We cover important considerations such as diversity, professional skills, and background checks. We also touch upon wealth protection strategies and tax planning. Join us for insights and practical advice to secure your wealth and create a resilient board for your organization.

Chapter Summaries;

 

(0:00:39) - Introduction: Discussion on the board's composition begins, considering factors like age, education, and professional experience.

 

(0:02:50) - Continuation of board composition discussion with emphasis on diversity and the importance of director training and technology proficiency.

 

(0:05:15) - Discussion on the importance of conducting background checks on potential board members and conflict of interest disclosure.

 

(0:07:59) - Switching gears to wealth protection strategies, the importance of tax planning, and choosing the right tax professional. The episode ends with resources for preserving wealth.

​​Love the show? Subscribe, Rate, Review, Like, and Share!

 

Let’s Connect!

]]> In this episode, we equip you with essential knowledge and strategies to construct an ideal board for your private trust or foundation. We cover important considerations such as diversity, professional skills, and background checks. We also touch upon wealth protection strategies and tax planning. Join us for insights and practical advice to secure your wealth and create a resilient board for your organization.



Chapter Summaries;

 

(0:00:39) - Introduction: Discussion on the board's composition begins, considering factors like age, education, and professional experience.

 

(0:02:50) - Continuation of board composition discussion with emphasis on diversity and the importance of director training and technology proficiency.

 

(0:05:15) - Discussion on the importance of conducting background checks on potential board members and conflict of interest disclosure.

 

(0:07:59) - Switching gears to wealth protection strategies, the importance of tax planning, and choosing the right tax professional. The episode ends with resources for preserving wealth.



​​Love the show? Subscribe, Rate, Review, Like, and Share!

 

Let’s Connect!

]]> Esquire Group LLC true No 516 21 full Decoding UAE’s New Business Tax Law Decoding UAE’s New Business Tax Law https://wealthuncensored.podbean.com/e/decoding-uae-s-new-business-tax-law/ https://wealthuncensored.podbean.com/e/decoding-uae-s-new-business-tax-law/#comments Mon, 28 Aug 2023 00:00:00 +0400 wealthuncensored.podbean.com/1f9c1032-991b-3462-8d73-80e5c7467563 Could the new UAE corporate income tax law affect your tax liability? Explore the ins and outs of this new legislation with me your host, Jimmy Sexton, as we delve into the implications and uncertainties it brings to the table. This episode promises to guide you through the complexities of tax transparency for trusts, the concepts of free zones, and the differentiation between qualifying and non-qualifying income. 

 

We'll also tackle the intricate details of the new law's application to foundations formed in RAC ICC and the treatment of trusts formed in DIFC and ADGM. In addition, we discuss potential tax planning strategies to navigate through these waters. Strap in for an enlightening journey as we dissect the new UAE corporate income tax law and its impact on UAE trusts and foundations.

Chapter Summaries;

 

0:35 - Introduction to the podcast episode

1:30 - Discussion on the new UAE corporate income tax law enacted in 2022 and its implications on taxation

3:15 - Examination of the law's application to foundations formed in RAC ICC

5:00 - Delving into the treatment of trusts formed in DIFC and ADGM 

6:30 - Discussion on tax transparency for trusts 

8:00 - Exploration of free zones, qualifying free zone persons, and their influence on the taxation process

10:00 - Differentiation between qualifying and non-qualifying income and its effect on tax liability 

11:30 - Strategies for dealing with the new corporate income tax law

13:30 - Conclusion and Call to Action

​​Love the show? Subscribe, Rate, Review, Like, and Share!

 

Let’s Connect!

]]> Could the new UAE corporate income tax law affect your tax liability? Explore the ins and outs of this new legislation with me your host, Jimmy Sexton, as we delve into the implications and uncertainties it brings to the table. This episode promises to guide you through the complexities of tax transparency for trusts, the concepts of free zones, and the differentiation between qualifying and non-qualifying income. 

 

We'll also tackle the intricate details of the new law's application to foundations formed in RAC ICC and the treatment of trusts formed in DIFC and ADGM. In addition, we discuss potential tax planning strategies to navigate through these waters. Strap in for an enlightening journey as we dissect the new UAE corporate income tax law and its impact on UAE trusts and foundations.



Chapter Summaries;

 

0:35 - Introduction to the podcast episode

1:30 - Discussion on the new UAE corporate income tax law enacted in 2022 and its implications on taxation

3:15 - Examination of the law's application to foundations formed in RAC ICC

5:00 - Delving into the treatment of trusts formed in DIFC and ADGM 

6:30 - Discussion on tax transparency for trusts 

8:00 - Exploration of free zones, qualifying free zone persons, and their influence on the taxation process

10:00 - Differentiation between qualifying and non-qualifying income and its effect on tax liability 

11:30 - Strategies for dealing with the new corporate income tax law

13:30 - Conclusion and Call to Action



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Let’s Connect!

]]> Esquire Group LLC true No 867 20 full UAE: The Ultimate Trust and Foundation Planning Jurisdiction UAE: The Ultimate Trust and Foundation Planning Jurisdiction https://wealthuncensored.podbean.com/e/uae-the-ultimate-trust-and-foundation-planning-jurisdiction/ https://wealthuncensored.podbean.com/e/uae-the-ultimate-trust-and-foundation-planning-jurisdiction/#comments Mon, 21 Aug 2023 02:00:00 +0400 wealthuncensored.podbean.com/b544fd06-5f5c-3052-b48a-98159d1bed63 UAE: The Ultimate Trust and Foundation Planning Jurisdiction

 

Welcome to another episode of Wealth Uncensored! Today, we delve into the compelling reasons why the UAE stands out as a top-notch jurisdiction for trust and foundation planning. Join us as we explore the attractive benefits it offers, including political and economic stability, flexibility in asset migrations, favorable tax treatment, and unique features for trusted foundations. We'll uncover how the UAE's trust and foundation laws are easy to set up and cost-effective, with less burdensome administration requirements. Not to mention, we'll highlight how setting up banking is relatively easier compared to other countries. If you're looking to set up structures while minimizing taxes and maintaining control, the UAE provides an excellent option. Tune in to gain valuable insights into optimizing your wealth!

 

Chapter Summaries;

 

0:00:39 UAE: The Ultimate Trust and Foundation Planning Jurisdiction

0:02:24 Benefits of Setting Up Trusts and Foundations in the UAE

0:11:25 Understanding the concept of owning a house through a foundation

0:12:05 The flexibility and privacy of trusts in ADGM and DIFC

0:13:49 Choosing the jurisdiction and court system for trusts and foundations

 

​​Love the show? Subscribe, Rate, Review, Like, and Share!

 

Let’s Connect!

]]> UAE: The Ultimate Trust and Foundation Planning Jurisdiction

 

Welcome to another episode of Wealth Uncensored! Today, we delve into the compelling reasons why the UAE stands out as a top-notch jurisdiction for trust and foundation planning. Join us as we explore the attractive benefits it offers, including political and economic stability, flexibility in asset migrations, favorable tax treatment, and unique features for trusted foundations. We'll uncover how the UAE's trust and foundation laws are easy to set up and cost-effective, with less burdensome administration requirements. Not to mention, we'll highlight how setting up banking is relatively easier compared to other countries. If you're looking to set up structures while minimizing taxes and maintaining control, the UAE provides an excellent option. Tune in to gain valuable insights into optimizing your wealth!

 

Chapter Summaries;

 

0:00:39 UAE: The Ultimate Trust and Foundation Planning Jurisdiction

0:02:24 Benefits of Setting Up Trusts and Foundations in the UAE

0:11:25 Understanding the concept of owning a house through a foundation

0:12:05 The flexibility and privacy of trusts in ADGM and DIFC

0:13:49 Choosing the jurisdiction and court system for trusts and foundations

 

​​Love the show? Subscribe, Rate, Review, Like, and Share!

 

Let’s Connect!

]]> Esquire Group LLC true No 1059 19 full Introducing Wealth Uncensored: Discussing Everything That Impacts Your Wealth Introducing Wealth Uncensored: Discussing Everything That Impacts Your Wealth https://wealthuncensored.podbean.com/e/introducing-wealth-uncensored-discussing-everything-that-impacts-your-wealth/ https://wealthuncensored.podbean.com/e/introducing-wealth-uncensored-discussing-everything-that-impacts-your-wealth/#comments Mon, 21 Aug 2023 01:00:00 +0400 wealthuncensored.podbean.com/0eb422bf-9c4b-3d1d-b6f5-2855628c8ffe Welcome to Wealth Uncensored! I'm your host, Jimmy Sexton. We discuss everything that impacts your wealth, from tax strategies to international banking. I'm here to share my expertise and insights gained from years of experience in managing wealth for high-net-worth individuals. Welcome to a lifestyle of financial freedom!

 

Chapter Summaries;

 

0:00:35: Introducing Wealth Uncensored: Discussing everything that impacts your wealth

0:00:44: The failure of The Sexton Show: No plan or consistency

0:01:12: Rebooting with Wealth Uncensored: Proper planning and format

0:01:27: Introducing Wealth Uncensored: Target audience and topics discussed

0:02:19: Introducing Your Host, Jimmy Sexton, and His Wealth Management Expertise

0:02:54: Global Perspective and Success in International Tax and Wealth Planning

0:04:03: Welcome to Wealth Uncensored: A Journey to Financial Freedom

 

​​Love the show? Subscribe, Rate, Review, Like, and Share!

 

Let’s Connect!

]]> Welcome to Wealth Uncensored! I'm your host, Jimmy Sexton. We discuss everything that impacts your wealth, from tax strategies to international banking. I'm here to share my expertise and insights gained from years of experience in managing wealth for high-net-worth individuals. Welcome to a lifestyle of financial freedom!

 

Chapter Summaries;

 

0:00:35: Introducing Wealth Uncensored: Discussing everything that impacts your wealth

0:00:44: The failure of The Sexton Show: No plan or consistency

0:01:12: Rebooting with Wealth Uncensored: Proper planning and format

0:01:27: Introducing Wealth Uncensored: Target audience and topics discussed

0:02:19: Introducing Your Host, Jimmy Sexton, and His Wealth Management Expertise

0:02:54: Global Perspective and Success in International Tax and Wealth Planning

0:04:03: Welcome to Wealth Uncensored: A Journey to Financial Freedom

 

​​Love the show? Subscribe, Rate, Review, Like, and Share!

 

Let’s Connect!

]]> Esquire Group LLC true No 279 18 full Wealth Uncensored: Innovative Strategies for Tax Reduction and Wealth Protection Wealth Uncensored: Innovative Strategies for Tax Reduction and Wealth Protection https://wealthuncensored.podbean.com/e/welcome-to-wealth-uncensored/ https://wealthuncensored.podbean.com/e/welcome-to-wealth-uncensored/#comments Mon, 21 Aug 2023 00:00:00 +0400 wealthuncensored.podbean.com/4463aa05-683c-3f33-96f6-19dd82605c4b Welcome to Wealth Uncensored, the premier podcast for high-net-worth individuals seeking cutting-edge techniques to slash their taxes and safeguard their wealth for future generations. If you're a high net worth individual with a global family, diverse assets, and business interests spanning multiple nations, this podcast is your compass.

 

​​Love the show? Subscribe, Rate, Review, Like, and Share!

 

Let’s Connect!

]]> Welcome to Wealth Uncensored, the premier podcast for high-net-worth individuals seeking cutting-edge techniques to slash their taxes and safeguard their wealth for future generations. If you're a high net worth individual with a global family, diverse assets, and business interests spanning multiple nations, this podcast is your compass.

 

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]]> Esquire Group LLC false No 74 trailer Unique Expatriation Issues featuring John Richardson Unique Expatriation Issues featuring John Richardson https://wealthuncensored.podbean.com/e/unique-expatriation-issues-featuring-john-richardson/ https://wealthuncensored.podbean.com/e/unique-expatriation-issues-featuring-john-richardson/#comments Thu, 13 Aug 2020 19:10:00 +0400 thesextonshow.podbean.com/9e95c1b5-c67b-3da4-82d7-725c62f08de7 Jimmy and guest John Richardson of citizenshipsolutions.ca speak about unique expatriation issues.

John is a leading expert in expatriation and handles many cases involving green-card holders. 

Jimmy and John discuss why it can be very difficult for US citizens living abroad to set up businesses and acquire bank accounts.

For many US citizens living abroad it’s extremely difficult just to understand what is required of them. 

Learn about “accidental Americans.”

Don’t miss the discussion about the laws and procedures for “tax motivated” expatriation and the rules about visiting America after expatriating - watch out for the Reed Amendment!

Jimmy and John go into estate planning troubles for Americans living abroad.

Finally, learn who should NOT expatriate and why.

]]> Jimmy and guest John Richardson of citizenshipsolutions.ca speak about unique expatriation issues.

John is a leading expert in expatriation and handles many cases involving green-card holders. 

Jimmy and John discuss why it can be very difficult for US citizens living abroad to set up businesses and acquire bank accounts.

For many US citizens living abroad it’s extremely difficult just to understand what is required of them. 

Learn about “accidental Americans.”

Don’t miss the discussion about the laws and procedures for “tax motivated” expatriation and the rules about visiting America after expatriating - watch out for the Reed Amendment!

Jimmy and John go into estate planning troubles for Americans living abroad.

Finally, learn who should NOT expatriate and why.



]]> JS Private Advisory Ltd true No 1505 16 full Guns - The Ultimate Asset Protection with guest Mike Abel Guns - The Ultimate Asset Protection with guest Mike Abel https://wealthuncensored.podbean.com/e/guns-the-ultimate-asset-protection-with-guest-mike-abel/ https://wealthuncensored.podbean.com/e/guns-the-ultimate-asset-protection-with-guest-mike-abel/#comments Wed, 05 Aug 2020 17:18:00 +0400 thesextonshow.podbean.com/ed9cdc46-d6a8-3c92-86cf-46a8faa61b5c Jimmy and Mike Abel of Abel Law Group discuss firearms.

There’s only so many ways you can protect yourself with careful planning. But you need to be ready to protect yourself at a moment's notice. 

Own precious metals, art, and other collectables? 

How do you plan on protecting them?

How to do estate planning for class 3 and other weapons that require special permits?

Learn about a gun trust!

]]> Jimmy and Mike Abel of Abel Law Group discuss firearms.

There’s only so many ways you can protect yourself with careful planning. But you need to be ready to protect yourself at a moment's notice. 

Own precious metals, art, and other collectables? 

How do you plan on protecting them?

How to do estate planning for class 3 and other weapons that require special permits?

Learn about a gun trust!



]]> JS Private Advisory Ltd true No 1136 15 full American Exodus featuring guest Mark Nestmann American Exodus featuring guest Mark Nestmann https://wealthuncensored.podbean.com/e/american-exodus-featuring-guest-mark-nestmann/ https://wealthuncensored.podbean.com/e/american-exodus-featuring-guest-mark-nestmann/#comments Tue, 14 Jul 2020 19:32:00 +0400 thesextonshow.podbean.com/c944c1d4-3837-5969-9cb4-4f58f1b9fa73 Jimmy and guest Mark Nestmann of The Nestmann Group & Fortress Trust Company discuss shadow expatriation statistics.

More people have expatriated than have been reported… and expatriations are on the rise.

Jimmy and Mark discuss the reasons behind this new trend. 

They also cover a once in a lifetime tax planning opportunity. Depressed asset prices during this economic decline has created interesting tax planning opportunities that won’t last forever. 

Watch out for the election this November! 

Even if Trump wins, taxes might go up!

US debt and unfunded liabilities are out of control. Politicians are calling for a new wealth tax. Corporate taxes, capital gains taxes, and income taxes are likely to rise. 

Host Information

  • Jimmy Sexton - Host
  • Mark Nestmann - Guest
]]> Jimmy and guest Mark Nestmann of The Nestmann Group & Fortress Trust Company discuss shadow expatriation statistics.

More people have expatriated than have been reported… and expatriations are on the rise.

Jimmy and Mark discuss the reasons behind this new trend. 

They also cover a once in a lifetime tax planning opportunity. Depressed asset prices during this economic decline has created interesting tax planning opportunities that won’t last forever. 

Watch out for the election this November! 

Even if Trump wins, taxes might go up!

US debt and unfunded liabilities are out of control. Politicians are calling for a new wealth tax. Corporate taxes, capital gains taxes, and income taxes are likely to rise. 

Host Information

  • Jimmy Sexton - Host
  • Mark Nestmann - Guest
]]> Once in a lifetime tax planning opportunity. Depressed asset prices during this economic decline has created interesting tax planning opportunities that won’t last forever. Expatriations are on the rise. JS Private Advisory Ltd true No 1313 14 full US Expatriation: Basics + Strategy US Expatriation: Basics + Strategy https://wealthuncensored.podbean.com/e/expatriation-basics/ https://wealthuncensored.podbean.com/e/expatriation-basics/#comments Wed, 24 Jun 2020 17:04:26 +0400 thesextonshow.podbean.com/e4d08406-6875-5c73-8848-aacc97c256ac Jimmy and Kyle discuss the basics of US expatriation.

Learn why many give up their US citizenship. Here’s a hint - it’s not just about taxes. 

Learn about the difference between covered and non-covered expatriates, expatriation planning, and some advanced strategies to avoid the so-called exit tax.

Don’t forget about the practical side of leaving the US - Jimmy shares how expatriation can go horribly wrong.

Host Information

  • Jimmy Sexton - Host
  • Kyle Johnson - Co-host
]]> Jimmy and Kyle discuss the basics of US expatriation.

Learn why many give up their US citizenship. Here’s a hint - it’s not just about taxes. 

Learn about the difference between covered and non-covered expatriates, expatriation planning, and some advanced strategies to avoid the so-called exit tax.

Don’t forget about the practical side of leaving the US - Jimmy shares how expatriation can go horribly wrong.

Host Information

  • Jimmy Sexton - Host
  • Kyle Johnson - Co-host
]]> JS Private Advisory Ltd true No 1967 13 full Foundation Overview With Guest Virginia La Torre Jeker Foundation Overview With Guest Virginia La Torre Jeker https://wealthuncensored.podbean.com/e/foundation-overview/ https://wealthuncensored.podbean.com/e/foundation-overview/#comments Tue, 02 Jun 2020 20:04:00 +0400 thesextonshow.podbean.com/8ede9b15-af8e-596a-a5e4-1131be2c38c6 Jimmy and guest Virginia La Torre Jeker discuss all things related to foundations.

They explain the difference between civil law and common law jurisdictions and how US foundations different from others.

Trusts get a lot of publicity and hype. But foundations are sometimes the better option.

Host Information

  • Jimmy Sexton - Host
  • Virginia La Torre Jeker - Guest
]]> Jimmy and guest Virginia La Torre Jeker discuss all things related to foundations.

They explain the difference between civil law and common law jurisdictions and how US foundations different from others.

Trusts get a lot of publicity and hype. But foundations are sometimes the better option.

Host Information

  • Jimmy Sexton - Host
  • Virginia La Torre Jeker - Guest
]]> JS Private Advisory Ltd true No 1624 12 full Drugs, Alcohol & Trusts With Guest Mike Abel Drugs, Alcohol & Trusts With Guest Mike Abel https://wealthuncensored.podbean.com/e/drugs-alcohol-trusts-with-guest-mike-abel/ https://wealthuncensored.podbean.com/e/drugs-alcohol-trusts-with-guest-mike-abel/#comments Thu, 28 May 2020 19:51:00 +0400 thesextonshow.podbean.com/147488d2-df0d-517c-86bc-2e2ab74d668b Jimmy and guest Mike Abel of Abel Law Group discuss all things related to substance abuse clauses found in trust documents.

Substance abuse clauses can even include alcohol. Learn how few drinks can allow a doctor to legally claim that someone has a drinking problem.

The motivation behind substance abuse clauses is usually well-intentioned but they can easily be used to compromise beneficiary rights. 

Don’t let your good intentions be used against you and your loved ones.

Host Information

  • Jimmy Sexton - Host
  • Mike Abel - Guest

]]> Jimmy and guest Mike Abel of Abel Law Group discuss all things related to substance abuse clauses found in trust documents.

Substance abuse clauses can even include alcohol. Learn how few drinks can allow a doctor to legally claim that someone has a drinking problem.

The motivation behind substance abuse clauses is usually well-intentioned but they can easily be used to compromise beneficiary rights. 

Don’t let your good intentions be used against you and your loved ones.

Host Information

  • Jimmy Sexton - Host
  • Mike Abel - Guest



]]> JS Private Advisory Ltd true No 1291 11 full Nevis - A Jurisdiction Overview With Guests Mark Nestmann & Trey Wyatt Nevis - A Jurisdiction Overview With Guests Mark Nestmann & Trey Wyatt https://wealthuncensored.podbean.com/e/nevis-a-jurisdiction-overview-with-guests-mark-nestmann-trey-wyatt/ https://wealthuncensored.podbean.com/e/nevis-a-jurisdiction-overview-with-guests-mark-nestmann-trey-wyatt/#comments Tue, 19 May 2020 19:10:00 +0400 thesextonshow.podbean.com/d530874b-f886-5349-bb4a-8d20f02482c0 Jimmy talks about all things related to the jurisdiction of Nevis with special guests Mark Nestmann and Trey Wyatt.

Mark and Trey directors of Fortress Trust Ltd. - a licensed registered agent in Nevis and a “licensed person” for the St. Kitts & Nevis citizenship by investment program. 

Learn about the unique privacy and asset protection advantages offered by Nevis.

Host

  • Jimmy Sexton - Host
  • Mark Nestmann - Guest
  • Trey Wyatt - Guest
]]> Jimmy talks about all things related to the jurisdiction of Nevis with special guests Mark Nestmann and Trey Wyatt.

Mark and Trey directors of Fortress Trust Ltd. - a licensed registered agent in Nevis and a “licensed person” for the St. Kitts & Nevis citizenship by investment program. 

Learn about the unique privacy and asset protection advantages offered by Nevis.

Host

  • Jimmy Sexton - Host
  • Mark Nestmann - Guest
  • Trey Wyatt - Guest
]]> JS Private Advisory Ltd true No 2590 10 full The importance of Fitness and Diet for Kids The importance of Fitness and Diet for Kids https://wealthuncensored.podbean.com/e/the-importance-of-fitness-and-diet-for-kids/ https://wealthuncensored.podbean.com/e/the-importance-of-fitness-and-diet-for-kids/#comments Tue, 12 May 2020 22:28:31 +0400 thesextonshow.podbean.com/f1b8d2a0-0eae-5491-9a37-762a23de4e88 Jimmy discusses health and fitness for kids with guest and personal trainer Oliver Thompson of D5 executive gymnasium located in Dubai.

Oliver shares his take on genetics, habits, and dispels myths about children and exercise. 

Host Information:

  • Jimmy Sexton - Host
  • Oliver Thompson - Guest
]]> Jimmy discusses health and fitness for kids with guest and personal trainer Oliver Thompson of D5 executive gymnasium located in Dubai.

Oliver shares his take on genetics, habits, and dispels myths about children and exercise. 

Host Information:

  • Jimmy Sexton - Host
  • Oliver Thompson - Guest
]]> JS Private Advisory Ltd true No 1610 9 full The Impact of Corona Virus on Valuations The Impact of Corona Virus on Valuations https://wealthuncensored.podbean.com/e/the-impact-of-corona-virus-on-valuations/ https://wealthuncensored.podbean.com/e/the-impact-of-corona-virus-on-valuations/#comments Tue, 05 May 2020 19:28:00 +0400 thesextonshow.podbean.com/caa62a22-0148-5dca-8ef9-9361c1853e06 Jimmy talks with Peter Agrapides from Western Valuations Advisors about how the Coronavirus has created a unique opportunity to transfer wealth due to depressed valuations for privately held assets.

Learn about estate tax, expatriation “exit tax,” and other transfer limitations.

  • Jimmy Sexton - Host
  • Peter Agrapides - Guest

]]> Jimmy talks with Peter Agrapides from Western Valuations Advisors about how the Coronavirus has created a unique opportunity to transfer wealth due to depressed valuations for privately held assets.

Learn about estate tax, expatriation “exit tax,” and other transfer limitations.

  • Jimmy Sexton - Host
  • Peter Agrapides - Guest



]]> JS Private Advisory Ltd true No 1918 8 full Tax Haven Blacklists Tax Haven Blacklists https://wealthuncensored.podbean.com/e/tax-haven-blacklists/ https://wealthuncensored.podbean.com/e/tax-haven-blacklists/#comments Tue, 28 Apr 2020 13:15:23 +0400 thesextonshow.podbean.com/7f51d5a2-07b8-500f-b373-0d597c7c6ca7 Jimmy and Kyle discuss the EU’s tax haven blacklist including qualifications, noticeable absences, and how the list impacts international business and cross-border transactions.

]]> Jimmy and Kyle discuss the EU’s tax haven blacklist including qualifications, noticeable absences, and how the list impacts international business and cross-border transactions.

]]> Jimmy Sexton true No 2245 1 7 full Post-Corona OECD Global Tax Empire Post-Corona OECD Global Tax Empire https://wealthuncensored.podbean.com/e/post-corona-oecd-global-tax-empire/ https://wealthuncensored.podbean.com/e/post-corona-oecd-global-tax-empire/#comments Tue, 21 Apr 2020 19:26:00 +0400 thesextonshow.podbean.com/b3645fea-42ce-52a1-b2e5-cc7eaf1be3c1 Jimmy and Kyle discuss how the Coronavirus will impact the OECD’s plans to dictate global tax policy. Tax zealots think it helps their cause. Jimmy and Kyle think otherwise.

]]> Jimmy and Kyle discuss how the Coronavirus will impact the OECD’s plans to dictate global tax policy. Tax zealots think it helps their cause. Jimmy and Kyle think otherwise.

]]> Jimmy Sexton true No 1431 1 6 full Mistakes & War Stories Mistakes & War Stories https://wealthuncensored.podbean.com/e/mistakes-war-stories/ https://wealthuncensored.podbean.com/e/mistakes-war-stories/#comments Tue, 14 Apr 2020 19:35:00 +0400 thesextonshow.podbean.com/11edca99-9cdd-54b1-be0c-4086f6b101c4 Jimmy and Kyle cover some of the mistakes Jimmy has seen clients make and some of his war stories including huge expatriation mistakes, hair brained ideas, people ignoring sound advice, and possible government agents up to no good!

]]> Jimmy and Kyle cover some of the mistakes Jimmy has seen clients make and some of his war stories including huge expatriation mistakes, hair brained ideas, people ignoring sound advice, and possible government agents up to no good!

]]> Jimmy Sexton true No 1671 1 5 full The Difficulties In Planning For US Heirs The Difficulties In Planning For US Heirs https://wealthuncensored.podbean.com/e/the-difficulties-in-planning-for-us-heirs/ https://wealthuncensored.podbean.com/e/the-difficulties-in-planning-for-us-heirs/#comments Tue, 07 Apr 2020 17:47:00 +0400 thesextonshow.podbean.com/74098b91-78c3-561a-b02a-10c331c88e28 Jimmy and Kyle cover the difficulties in planning for US heirs - in particular, traditionally non-US families that only have one or two children that become US citizens or are otherwise subject to the US tax system.

]]> Jimmy and Kyle cover the difficulties in planning for US heirs - in particular, traditionally non-US families that only have one or two children that become US citizens or are otherwise subject to the US tax system.

]]> Jimmy Sexton true No 1334 1 4 full Acronym Madness - BEPS, MLI, ESR, CRS - What They Are & Why They Matter Acronym Madness - BEPS, MLI, ESR, CRS - What They Are & Why They Matter https://wealthuncensored.podbean.com/e/acronym-madness-beps-mli-esr-crs-what-they-are-why-they-matter/ https://wealthuncensored.podbean.com/e/acronym-madness-beps-mli-esr-crs-what-they-are-why-they-matter/#comments Sun, 01 Mar 2020 19:48:44 +0400 thesextonshow.podbean.com/18c836a9-68e3-5845-9fe9-0f8f38b3338b Jimmy and Kyle discuss the many initiatives launched by the OECD and adopted by major countries around the world. Learn their objectives and how they impact your wealth.

]]> Jimmy and Kyle discuss the many initiatives launched by the OECD and adopted by major countries around the world. Learn their objectives and how they impact your wealth.

]]> Jimmy Sexton true No 1851 1 3 full What is the “Best” Wealth Structuring Jurisdiction? What is the “Best” Wealth Structuring Jurisdiction? https://wealthuncensored.podbean.com/e/what-is-the-best-wealth-structuring-jurisdiction/ https://wealthuncensored.podbean.com/e/what-is-the-best-wealth-structuring-jurisdiction/#comments Sun, 01 Mar 2020 19:47:24 +0400 thesextonshow.podbean.com/ca0e2498-e8e9-589e-a410-2fe7abb1c8b3 Jimmy and Kyle discuss the “best” jurisdictions for Wealth Structuring. Learn what features to look for in a jurisdiction and what to avoid. Jimmy shares his favorite jurisdictions for specific objectives like storing collectibles.

]]> Jimmy and Kyle discuss the “best” jurisdictions for Wealth Structuring. Learn what features to look for in a jurisdiction and what to avoid. Jimmy shares his favorite jurisdictions for specific objectives like storing collectibles.

]]> Esquire Group LLC true No 1712 1 2 full Trusts v. Foundations - Which is better for Wealth Structuring? Trusts v. Foundations - Which is better for Wealth Structuring? https://wealthuncensored.podbean.com/e/trusts-v-foundations-which-is-better-for-wealth-structuring/ https://wealthuncensored.podbean.com/e/trusts-v-foundations-which-is-better-for-wealth-structuring/#comments Sun, 01 Mar 2020 19:44:21 +0400 thesextonshow.podbean.com/3cf49980-924e-541e-b0fb-84bd1ffcf161 Jimmy and Kyle cover the basics of trusts and foundations and discuss the many variables that make one preferable over the other such as family size, citizenship, location of assets, age, and goals.

]]> Jimmy and Kyle cover the basics of trusts and foundations and discuss the many variables that make one preferable over the other such as family size, citizenship, location of assets, age, and goals.

]]> Esquire Group LLC true No 1852 1 1 full