Brent chats with Naomita Yadav about the tax and planning challenges of high-net-worth individuals migrating to the United States. They talk about global mobility, how tax can cause unexpected issues, and how one might plan for that transition effectively.

Naomita Yadav is a partner in the private client and tax team of Withersworldwide. She has a diverse and well-rounded tax background, including experience in both income tax and estate and gift tax matters, which makes her particularly suited for families with existing complex trust structures. She also has experience with cross-border families as well as nuances of visa designations and the interplay with tax laws. Interestingly, her own family is situated in three continents.

Naomita advises families with generational wealth in the context of changing circumstances and passage of time such as multi-generation wealth planning for family members who are beneficiaries of trusts settled by prior generations. This particular mix of experiences and knowledge enables Naomita to act as a proficient adviser for the globally mobile high net worth family. She also advises clients on tax, estate and succession planning related to cryptocurrencies and digital assets.

Naomita received her bachelor’s degree from Yale, her MBA from the University of Michigan, and her juris doctorate from the University of Michigan Law School.

Naomita can be found here Naomita Yadav | Private client and tax attorney | San Francisco | Withersworldwide

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

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Brent chats with Michael Preis, Chief Investment Officer at TCI Wealth Advisors, about how federal policy in the United States can affect investment strategies. They talk about the importance of planning and how a client focused approach is different from just pure asset allocation. Finally, they talk about crypto and where it fits into the current investment landscape.

Michael Preis is the Chief Investment Officer at TCI Wealth Advisors, where his role is to help deliver an investment experience that gives their clients the greatest odds of success, anchored in long-term planning and rooted in time-tested principles. Michael is passionate about demystifying investment markets, but even more so about helping clients build the confidence that comes from a sound, disciplined approach.

Prior to finding a professional home at TCI, Michael spent 15 years with Dimensional Fund Advisors serving the independent advice industry. He earned my MBA from the University of Texas at Austin and his undergraduate degree from the University of Southern California. He is also a CFA® Charterholder.

Michael can be found here: Michael Preis, CFA® – TCI Wealth

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

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Brent chats with Tony Yu about the important differences between China, Singapore, Taiwan and Vietnam from a cultural, monetary, and planning perspective. They discuss how to adjust to those differences, understand where they may be coming from, and enjoy the rich tapestry of those nations.

Tony is the owner of DSG Wealth and Trust Law. He graduated cum laude from UCLA with degrees in Business–Economic, Communications, and Accounting. Tony is fluent in English, Mandarin, Spanish and Taiwanese. Tony was a Trust Attorney at Holland & Knight LLP,  the largest trust law firm in the US and a former clerk at the Los Angeles Probate Court. ​In 2008 and 2012, the Southern California Super Lawyers Magazine recognized Tony Yu as a “Rising Star” in law (top 2.5% of attorneys).

Tony is also the 2nd Generation Owner of DSG Insurance, which was founded in 1986 by his father, Castor Yu. Utilizing Tony’s diverse legal, accounting, and financial planning background, DSG specializes in Business Protection, Tax & Business Planning, and Wealth Transfer.

Tony can be found here: http://www.dsgtrustlaw.com/

And here: https://www.dsgpcins.com/president/

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.
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Brent chats about the One Big Beautiful Bill Act (OBBBA) and its impact on estate planning for ultra-high net worth families.

He gets into the increased estate tax exemption, tactics for using and managing high exemptions, opportunity zones, and the increases to qualified small business stock exemption, and the SALT cap, among other things.

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

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Brent chats with Wallis Tsai about how to avoid the many bad life insurance policies with objective analysis.

They discuss how to avoid those bad life insurance policies, war stories of nightmare scenarios, and good use cases for the right insurance.

Wallis Tsai is the founder and CEO of AboveBoard Financial. Wallis developed a passion for quantitative analysis (and let’s be honest, Excel spreadsheets) during her 10 year career at Goldman Sachs, first as an investment banker and then as an investor for an elite hedge fund group. At Goldman Sachs, Wallis was a member of a four-person team managing the multi-billion dollar Americas and European financials portfolio. She developed the fund’s perspective on financial regulation, US housing market, banking and capital markets.

As an expert in the insurance industry’s inner workings, Wallis often found herself advising friends and colleagues on personal finance matters. She was repeatedly appalled by how often they got terrible advice from the industries that she knew so well and decided to follow her dream to offer financial services the right way.

Wallis delights in making wonky financial topics engaging and accessible (like our “truth vs. BS” scale to rate insurance sales lines) and has taught classes on how to avoid insurance rip-offs at Harvard Business School.

Wallis enjoys taking in the wonders of New York City with her husband, two kids, and rescue dog.

Wallis can be found here: About Us | AboveBoard Financial

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.

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Brent chats with Evan Unzelman about the many creative uses of charitable remainder trusts. They talk about modifying the trust, selling the income interests, contributing the income interests to new trusts, and using CRTs as IRA beneficiaries.

With 20 years of specialized experience with charitable remainder trusts (CRTs), Evan Unzelman is largely regarded as one of the nation’s foremost experts on CRTs. Over the last two decades, he has reviewed thousands of CRTs and worked with tens of thousands of CRT beneficiaries, their families and their advisors on all facets of CRT planning. From up-front design and CRT structure (Standard CRUT, NIMCRUT, CRAT) to complex CRT administration to CRT secondary planning, Evan provides unmatched insight at every stage of the CRT lifecycle.

Evan’s experience with CRT secondary planning – sales, gifts, and rollovers of CRT income interests – is particularly deep. Prior to forming CRT Experts, he was President of a charitable planning firm where he helped develop the secondary market for CRT income interests and personally oversaw the successful completion of sale transactions for thousands of CRT beneficiaries across the U.S.

Evan is a trusted resource for trust and estate attorneys, CPAs, and financial advisors on all aspects of CRT planning (sales and exchanges of CRT income interests in particular) and structured CRT Experts’ service offering to be complementary to those of most tax, legal and financial advisors. CRT Experts does not manage or custody assets and does not provide tax, legal, financial or insurance advice.

Evan is a sought-after speaker (partial list of speaking engagements below) and writes frequently on CRTs for a variety of audiences. His articles have appeared in publications such as Estate Planning, the National Association of Estate Planners & Council’s Journal of Tax & Estate Planning, Taxation of Exempts, Atlanta Bar Association’s The Mortmain, Wealth Strategies Journal and Atlantic Trust’s Trusted Advisor.

Born and raised in the Pacific Northwest, Evan graduated from Pacific Lutheran University (summa cum laude) in Tacoma, WA, where he earned degrees in Finance and Economics.

Evan can be found here: About | CRT Experts

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

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Brent chats with Sasha Young da Silva about estate and tax planning for Americans who have relocated to beautiful Portugal. They talk about the tax challenges of cross an international border, surprises Americans find in the Portuguese system, and how to make the transition.

Sasha Young da Silva is a U.S. attorney with a practice focused exclusively on tax and estate planning for American private clients living in Portugal. Born in New Orleans and raised between Aruba and Atlanta, Sasha’s global perspective is shaped by a lifetime of international living, including time in Miami, Chicago, Los Angeles, San Francisco, Seattle, Mexico City, Bogota, Cartagena, Puerto la Cruz, Alexandria, and now Lisbon.

She began her legal career at White & Case and McGuireWoods, where she advised on complex project and asset finance transactions, including aircraft leasing, energy sector financing, and major infrastructure projects. She later transitioned to an in-house role at Amazon Prime Video, supporting production and licensing transactions across Latin America and advising on international tax, currency, and regulatory matters.

Sasha’s diverse background gives her a unique understanding of the challenges facing globally mobile families. She offers bespoke U.S. tax and estate planning solutions that account for the cross-border realities of American expats, with an emphasis on clarity, compliance, and long-term family security.

She holds a Juris Doctor (J.D.) from Northwestern University Pritzker School of Law and a Bachelor of Arts (B.A.) in Political Science from California State University, Northridge. She is licensed to practice law in Florida and Washington. She speaks English, Papiamento, Spanish, and Portuguese and takes her coffee cheio com açúcar.

Sasha and her firm can be found here Tax & Estate Planning for Americans in Portugal | Areia Global

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

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Brent chats with Nicole Davis, CPA, MBA — founder of Butler-Davis Tax & Accounting and a Forbes Top 200 CPA — about why today’s accountants can (and should) treat traditional compliance work as a choice, not a requirement. Nicole explains how technology, distributed workforces, great processes, and training clients can help accountants (and any other professional) find more time for high-value advisory work.

Nicole Davis, CPA, MBA, is the founder/CEO of Butler-Davis Tax & Accounting, BD Payroll, and Groundworx Contractors. A sought-after speaker and creator of “Tax Return Pizza Tracker,” she coaches accountants through The Modern Bookkeeper accelerator and keynotes national conferences on client experience, pricing, and firm culture.

Nicole can be found here Nicole Davis, Cpa, Mba

And here Nicole Davis, CPA

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

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Brent chats with Joel Revill about Private Trust Companies (PTCs). They explain the basics of PTCs and their structures. They explain what families would want to use a PTC and how the structure can solve issues of governance and management of family wealth. Finally, they discuss the unique position of PTCs with crypto assets.

Joel serves as CEO of Two Ocean Trust. Prior to co-founding the firm, he was a Portfolio Manager at Citadel, a $63 billion alternative investment manager. Joel began his career in the investment banking group at J.P. Morgan.
 

Joel chairs the Selection Panel for Wyoming’s Investment Funds Committee, overseeing the state’s $30 billion sovereign funds. Appointed by Governor Mark Gordon, he also serves on the Wyoming Blockchain Select Committee, which has pioneered over 30 laws on blockchain and emerging technologies. Additionally, he is on the Wyoming Stable Token Commission, managing the first state-issued stable token.

Joel’s leadership extends to numerous boards for private trust companies and non-profits organizations, including his current role as Investment Committee Chair for the Community Foundation of Jackson Hole.

​He holds bachelor’s degrees in Finance and Japanese Language and Literature from the University of Oregon and studied at Obirin University in Japan. Joel also pursued graduate studies in the Master of Liberal Arts program at Stanford University.

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.

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Brent talks about what tax planning can happen AFTER the client has already signed the deal to sell a large asset.

He talks about the difference between income and estate tax planning. He then discusses terms of the deal, installment method, QSBS, charitable giving, and charitable lead annuity trusts. He closes it out with a discussion of how discounts may still be available on gifts, even after the ink is dry.

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.

If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

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