G360 Wealth Podcast

Moving to the United States with foreign bank accounts, investments, property, or a pension? Do you have to report everything on your U.S. tax return, even when the money remains in another country?

In this episode of the G360 Wealth Podcast, Rex Berger speaks with Ron Abraham, CPA, CAA, MST, Tax Partner at KSDT, about what happens when someone becomes a U.S. tax resident. Ron explains dual-status tax returns, worldwide income reporting, FBAR and FATCA requirements, PFIC rules, foreign pensions, tax treaties, and the difference between tax residency and domicile. They also explain why internationally mobile professionals, families, and business owners should coordinate with their financial advisor, CPA, and attorney before relocating, selling foreign property, transferring investments, or completing another major transaction.

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About Our Guest:

Ron Abraham, CPA, CAA, MST, is a Tax Partner at KSDT who focuses on U.S. taxation for expatriates, non-U.S. domiciliaries, and clients with cross-border financial interests. He has worked in international tax since joining KSDT in 2014. Ron earned bachelor’s and master’s degrees in accounting from Florida Atlantic University. He is a Certified Public Accountant in Florida and Georgia and a Certified Acceptance Agent.

Thinking about moving to Florida to reduce state income taxes or enjoy retirement in a warmer climate? Becoming a Florida resident involves much more than changing your address. The planning decisions you make before your move could have a lasting impact on your taxes, estate plan, and long-term financial strategy.

In this episode, Samuel Diarbakerly speaks with Juan Bendeck, Partner at FBT Gibbons, about what high-net-worth families, retirees, snowbirds, and business owners should know before establishing Florida residency and changing their legal domicile. Juan explains the difference between residence and domicile, why the commonly misunderstood 183-day rule is only one piece of the picture, and what states may review during a Florida residency audit. They also discuss Florida’s tax advantages, estate-planning considerations, homestead benefits, and why coordinating with your wealth advisor, CPA, and estate-planning attorney before a major move or liquidity event can help you avoid costly mistakes.

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About our Guest:

Juan Bendeck is a Partner at FBT Gibbons who focuses on trusts and estates, fiduciary matters, probate, tax planning, estate planning, and family office legal services for high-net-worth individuals and families. In this conversation, he shares practical guidance on establishing Florida domicile, understanding Florida residency requirements, preparing for potential state residency audits, and coordinating legal and tax planning before relocating or completing a major financial transaction.

Should you use a donor-advised fund or a private foundation? How can you give appreciated stock more tax efficiently while creating a lasting family legacy? As charitable planning becomes more sophisticated, choosing the right strategy starts with understanding your goals, not just the available tools.

Samuel Diarbakerly is joined by Frank D. Paolini, Partner in the Private Wealth Group at Neil Gerber & Eisenberg, for a practical conversation about advanced charitable giving strategies for wealthy families. Together, they explain the differences between donor-advised funds, private foundations, and charitable trusts, how highly appreciated stock and estate tax planning influence giving decisions, and why financial advisors, attorneys, and CPAs should work together to build a charitable plan that reflects your family’s long-term goals and values.

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About our Guest:

Frank D. Paolini is a Partner in the Private Wealth Group at Neil Gerber & Eisenberg. He works with ultra-high-net-worth families, family offices, business owners, and advisors on complex estate, charitable, and tax planning, as well as multi-generational wealth strategies.

Most investors think their only option for cash is to sell something. What if that’s not actually true?

In this episode, Rex Berger sits down with Joseph Wang of SyntheticFi to discuss a strategy that has quietly been used by institutions and ultra-high-net-worth investors for years and is now becoming more accessible. They talk about box spreads in a way that actually makes sense, showing how investors can access liquidity without selling assets, triggering taxes, or sacrificing long-term growth.

The conversation walks through real-world scenarios, from buying a home to funding renovations, and highlights both the opportunities and the risks. More importantly, it reframes how to think about liquidity as part of a broader wealth strategy rather than a one-time decision.

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About our Guest:

Joseph Wang is a co-founder of SyntheticFi, a firm focused on bringing institutional-level borrowing strategies to a broader audience. With a background in capital markets and financial engineering, Joseph helps advisors and investors access liquidity solutions traditionally reserved for hedge funds and family offices, with an emphasis on transparency, efficiency, and flexibility. 

What if chasing tax savings is actually costing you more than you think?

In this episode, Rex Berger and Sam Diarbakerly sit down with Brent Sullivan, founder of Tax Alpha Insider, to unpack what tax alpha really means and where investors often get it wrong. From direct indexing and long-short strategies to ETF innovation and concentrated stock solutions, the conversation goes beyond surface-level benefits and into the real trade-offs. Brent shares why tax strategies should never lead the conversation, how complexity can quietly introduce new risks, and what thoughtful, planning-first investing actually looks like for high-net-worth families. This episode is a grounded look at how to balance opportunity, risk, and long-term wealth stewardship.

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About our Guest:

Brent Sullivan is the founder and editor of Tax Alpha Insider, where he focuses on tax-aware investing, portfolio construction, and the evolving strategies shaping high-net-worth wealth management. With experience spanning PIMCO’s trading floor, software development, and venture capital, Brent brings a unique perspective to integrating tax awareness into investment decisions while keeping planning at the center.

You built the position. You watched it grow. Now the question is not how high it can go, but how much risk you are willing to take. 

In this episode of the G360 Wealth Podcast, Sam Diarbakerly sits down with Jake Marriott, Options Portfolio Manager at Aptus Capital Advisors, to break down how options can be used in real-world wealth management. From covered calls to protective puts to structured collars, they walk through how these tools can help manage concentrated stock positions without rushing into a large tax event.

Jake explains the mechanics in plain language, including how upside caps work, why early exercise risk is often misunderstood, and how shorter duration strategies can offer more flexibility. The conversation also highlights the importance of aligning any options strategy with a clear investment policy and realistic expectations.

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The opinions expressed in this podcast are those of Aptus Capital Advisors, LLC (“Aptus”) as of the date of publication and are subject to change without notice. Information in the podcast is provided for information purposes only and should not be considered investment advice or a recommendation to purchase or sell any particular security, product or service. Aptus reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. The information is based on data obtained from sources believed to be reliable but are not guaranteed as being accurate and do not purport to be a complete summary of the available data.

About our Guest: Jake Marriott is an Options Portfolio Manager at Aptus Capital Advisors, where he focuses on options overlay strategies for advisors and high-net-worth families. He works extensively with concentrated stock positions, helping clients structure covered calls, protective puts, and collar strategies aligned with their investment policy statements and long-term planning goals. His approach emphasizes education, disciplined execution, and ongoing communication to ensure strategies are implemented thoughtfully and monitored closely.

What happens when your balance sheet grows faster than your family conversations? For many successful entrepreneurs and executives, the biggest question is not how to grow wealth, but how to pass it on without losing what matters most.

In this episode of the G360 Wealth Podcast, Sam Diarbakerly sits down with Brie Williams, Managing Director and Head of Advisor Solutions and Wealth Intelligence at State Street Global Advisors, to explore the human side of wealth. Together, they unpack the “roots and wings” tension that families face, how money can magnify existing communication patterns, and why legacy is about more than trusts and tax strategies. Brie shares research-backed insights on multigenerational dynamics, emotional literacy, and how families can shift from one big inheritance conversation to an ongoing dialogue that builds confidence and capability over time.

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About our Guest:

Brie Williams is a Managing Director at State Street Global Advisors and leads Advisor Solutions and Wealth Intelligence. Her work focuses on researching investor behavior, family wealth dynamics, and the intersection of financial decision-making and human behavior. She partners with advisors and leadership teams across the country to translate research insights into meaningful conversations and real-world outcomes for families navigating complexity.

If you have equity comp at work and you are not sure what you actually “have”, or what it could cost you at tax time, this episode will help you get oriented fast.

Sam Diarbakerly sits down with Jeffrey Krueger, CPA, CFP®, Partner at Seaport Financial Partners, to break down the real tax story behind concentrated stock and equity compensation, the kind that can quietly create six or seven-figure surprises if you are not planning ahead.

Using real-world executive scenarios, Sam and Jeff walk through the building blocks of equity comp, RSUs, non-qualified stock options, and ISOs, and explain why timing, withholding, and coordination matter. They also dig into QSBS (Section 1202) planning, including what it is, when it applies, and why early action can unlock meaningful long-term tax advantages for founders and employees at qualifying startups. Along the way, they keep it practical, focusing on how to avoid “bad surprises”, build a plan before a liquidity event, and keep your advisor team rowing in the same direction.

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About our Guest:

Jeff Krueger is a Partner at Seaport Financial Partners. He is a CPA and a Certified Financial Planner practitioner, known for proactive tax planning and for helping business owners and corporate executives navigate complex equity compensation, concentrated stock, and liquidity-event planning strategies.

What do you do when your biggest investment win becomes your biggest portfolio risk?

In this episode of the G360 Wealth Podcast, Sam Diarbakerly sits down with Jack Vogel, Co-CIO of Alpha Architect, to unpack one of the most powerful yet underutilized tools in the tax code: the Section 351 exchange. For investors holding highly appreciated, concentrated stock positions, diversification can feel costly and complicated. Jack walks through how a 351 exchange works, who it may be appropriate for, and how it may help simplify portfolios without immediately triggering capital gains taxes, subject to meeting IRS requirements.

They also explore how this strategy compares to exchange funds and direct indexing, where it fits within a broader wealth plan, and why simplification often leads to better long-term outcomes.

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About our Guest:

Jack Vogel is Co-Chief Investment Officer at Alpha Architect, where he oversees investment strategy and ETF development. Since co-founding the firm in 2010, Jack has helped build multiple business lines, including ETF operations, 1042 solutions for ESOP transactions, and Section 351 exchange strategies. His work focuses on delivering disciplined, research-driven investment solutions while helping advisors and investors navigate complex portfolio challenges with greater tax awareness and structural efficiency.

What happens when your balance sheet grows faster than your family conversations? For many successful entrepreneurs and executives, the biggest question is not how to grow wealth, but how to pass it on without losing what matters most.

In this episode of the G360 Wealth Podcast, Sam Diarbakerly sits down with Brie Williams, Managing Director and Head of Advisor Solutions and Wealth Intelligence at State Street Global Advisors, to explore the human side of wealth. Together, they unpack the “roots and wings” tension that families face, how money can magnify existing communication patterns, and why legacy is about more than trusts and tax strategies. Brie shares research-backed insights on multigenerational dynamics, emotional literacy, and how families can shift from one big inheritance conversation to an ongoing dialogue that builds confidence and capability over time.

What to expect:

Resources:

Connect with Sam Diarbakerly: 

Connect with Brie Williams:

About our Guest:

Brie Williams is a Managing Director at State Street Global Advisors and leads Advisor Solutions and Wealth Intelligence. Her work focuses on researching investor behavior, family wealth dynamics, and the intersection of financial decision-making and human behavior. She partners with advisors and leadership teams across the country to translate research insights into meaningful conversations and real-world outcomes for families navigating complexity.

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