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Wealth Uncensored

Esquire Group LLC

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Join me every week on Wealth Uncensored, where I share what I’ve learned through my own experience and two decades of helping high-net-worth clients structure their affairs to minimize taxes and protect their assets for the next generation.
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show series
 
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…
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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 …
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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 outs…
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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…
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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 th…
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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, a…
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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 off…
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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 …
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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 th…
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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 ci…
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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 oversea…
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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 birt…
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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 ofte…
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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 cr…
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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 plan…
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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 - …
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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 i…
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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. Investi…
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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 repercuss…
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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…
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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 benef…
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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 fa…
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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…
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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-friendl…
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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-c…
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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…
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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. Cha…
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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)…
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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 S…
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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 insi…
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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…
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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, an…
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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, flexibili…
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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; 0:00:3…
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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 th…
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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…
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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 requir…
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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 …
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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 th…
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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 Je…
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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…
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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 …
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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…
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