Episode 48: Forward-Looking Tax Planning for High-Income Earners

Episode 50: Bridging Tax, Legal, and Financial Strategy for Business Owners

Want to stop treating your business, taxes, and legal planning like separate conversations? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Chris Papin, founder of Papin CPA and Papin Law, about why business owners struggle when tax, legal, insurance, and financial planning are handled in silos. Chris shares how his dual background as both a CPA and an attorney allows him to serve as a “quarterback” for business owners who need help translating complex financial decisions into coordinated action. From audit-proofing your books and avoiding common tax pitfalls to aligning business cash flow with personal wealth and estate planning, this episode highlights how small gaps in coordination can create very expensive problems. Key Takeaways: → Business owners often understand their business but not how financial statements truly work → Audit-proofing your books is about discipline, separation, and how you treat your business  → Debt decisions, spending habits, and cash flow timing can quietly derail long-term goals → The biggest financial mistakes often come from lack of coordination between advisors → The right professional should act as a translator and facilitator, not just a technician More from Chris Papin and Papin CPA: Email: chris@papincpa.com [chris@papincpa.com] Website: papincpa.com [https://www.papincpa.com/] LinkedIn: linkedin.com/in/chrispapin [https://www.linkedin.com/in/chrispapin/] Facebook: https://www.facebook.com/PapinCPA [https://www.facebook.com/PapinCPA] Engage with David T. Yu: Connect on LinkedIn [https://www.linkedin.com/in/davidtyu/], Instagram [https://www.instagram.com/dtywealthplanningsolutions/], & Facebook [https://www.facebook.com/DTYWealthPlanningSolutions/] Sign up for our newsletter [https://www.dtywealthplanningsolutions.com/contact-us] or book a call [https://www.dtywealthplanningsolutions.com/contact-us] Visit:  DTY Wealth Planning Solutions [https://www.dtywealthplanningsolutions.com/] Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Episode 49: Smarter Aircraft Ownership Through Tax Strategy and Compliance

Want to avoid costly tax mistakes with your aircraft ownership? On the latest Jet Setting Wealth Advisory, David T. Yu speaks with Ryan DeMoor, Head of Aviation Tax at MySky, for an in-depth conversation about aviation tax strategy, compliance, and the critical mistakes aircraft owners and operators often make. Ryan shares how his unique background as both an airline pilot and aviation tax expert gives him rare insight into the challenges flight departments, executives, and owners face when trying to balance business use, personal use, and IRS requirements. From bonus depreciation and Qualified Business Use tests to SIFL, entertainment disallowance, and the role of automation and AI in aviation finance, this episode breaks down the complex tax rules that can create massive financial consequences if misunderstood. Key Takeaways: → Bonus depreciation only works if strict Qualified Business Use rules are met every year → Failing QBU tests can trigger painful tax recapture years later → Personal vs. business flight classification must be documented contemporaneously → SIFL and entertainment disallowance directly impact executives and company deductions → Automation and software are transforming how flight departments stay compliant and cost-efficient More from Ryan DeMoor and MySky: Email: Ryan@MySky.com [Ryan@MySky.com] Website: mysky.com [https://mysky.com/] LinkedIn: linkedin.com/in/ryan-demoor-cam-mba [https://www.linkedin.com/in/ryan-demoor-cam-mba/] Engage with David T. Yu: Connect on LinkedIn [https://www.linkedin.com/in/davidtyu/], Instagram [https://www.instagram.com/dtywealthplanningsolutions/], & Facebook [https://www.facebook.com/DTYWealthPlanningSolutions/] Sign up for our newsletter [https://www.dtywealthplanningsolutions.com/contact-us] or book a call [https://www.dtywealthplanningsolutions.com/contact-us] Visit: DTY Wealth Planning Solutions [https://www.dtywealthplanningsolutions.com/] Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Episode 48: Forward-Looking Tax Planning for High-Income Earners

Want to stop treating taxes like something that just happens to you? On today's episode of Jet Setting Wealth Advisory, David T. Yu speaks with Robert Keller and Edward Lyon of Excel Empire, for a practical conversation on proactive tax planning, alternative investing, and reducing tax liability through forward-looking strategies. Ed shares why many successful people mistakenly assume their accountant is actively helping them pay less in taxes, while Bobby explains how his background in aviation shaped his approach to financial planning, risk management, and tax mitigation. From business owners and high-income W2 earners to aviation professionals, this episode highlights the importance of planning ahead, assembling the right team, and looking beyond traditional tax reporting.  Key Takeaways: → Tax planning should be forward-looking, not just year-end reporting → High-income earners often have more tax options than they realize → The right advisory team can uncover overlooked planning opportunities → Alternative strategies may help reduce tax liability when properly structured → Failing to plan often leads to expensive missed opportunities More from Robert Keller and Edward Lyon: Website: excelempire.com [https://excelempire.com/] Website: edwardalyon.com [https://edwardalyon.com/] LinkedIn: linkedin.com/in/robert-keller-28a2742a4 [https://www.linkedin.com/in/robert-keller-28a2742a4/] LinkedIn: linkedin.com/in/edward-lyon-7a9168 [https://www.linkedin.com/in/edward-lyon-7a9168/] Engage with David T. Yu: Connect on LinkedIn [https://www.linkedin.com/in/davidtyu/], Instagram [https://www.instagram.com/dtywealthplanningsolutions/], & Facebook [https://www.facebook.com/DTYWealthPlanningSolutions/] Sign up for our newsletter [https://www.dtywealthplanningsolutions.com/contact-us] or book a call [https://www.dtywealthplanningsolutions.com/contact-us]! Visit: DTY Wealth Planning Solutions [https://www.dtywealthplanningsolutions.com/] Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Episode 47: Rewriting Your Money Story for Better Financial Decisions

Want to improve your relationship with money and reduce financial stress? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Tari Vickery, author of The Emotional Side of Money, for a powerful conversation on how emotions, upbringing, and personal experiences shape financial behavior. With over 25 years of experience working closely with families, Tari shares how money decisions are often driven more by feelings than logic. From understanding your “money story” to identifying hidden triggers and shifting from scarcity to abundance, this episode highlights how self-awareness can lead to better financial decisions and a more confident future.  Key Takeaways: → Money decisions are driven more by emotion than logic → Your “money story” is shaped early through family experiences → Financial anxiety can exist regardless of wealth level → Awareness is the first step to changing your relationship with money → Open, intentional conversations can transform financial outcomes More from Tari K. Vickery and Life Matters Financial Group: Website: lifemattersfinancialgroup.com [https://www.lifemattersfinancialgroup.com/] Website: tarikvickeryauthor.com [https://www.tarikvickeryauthor.com/] LinkedIn: linkedin.com/in/tari-k-vickery-09027a2 [https://www.linkedin.com/in/tari-k-vickery-09027a2/] Facebook: facebook.com/profile.php?id=61561349842621 [https://www.facebook.com/profile.php?id=61561349842621] Instagram: instagram.com/tarikvickeryauthor [https://www.instagram.com/tarikvickeryauthor/] Engage with David T. Yu: Connect on LinkedIn [https://www.linkedin.com/in/davidtyu/], Instagram [https://www.instagram.com/dtywealthplanningsolutions/], & Facebook [https://www.facebook.com/DTYWealthPlanningSolutions/] Sign up for our newsletter [https://www.dtywealthplanningsolutions.com/contact-us] or book a call [https://www.dtywealthplanningsolutions.com/contact-us]! Visit: DTY Wealth Planning Solutions [https://www.dtywealthplanningsolutions.com/] Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Episode 46: Using Financial Data for Smarter Business Decisions

Want to make smarter business decisions with your financial data? On this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Tevia Hoalst, owner and CEO of TeKoda Accounting, for a powerful conversation on financial clarity, cash flow, and strategic decision-making for business owners. With over 15 years of experience, Tevia shares how shifting from reactive bookkeeping to proactive financial strategy can transform the way businesses operate. From understanding the critical difference between profit and cash flow to using real-time data for better decisions, this episode highlights how financial systems, mindset, and high-touch service can drive sustainable growth.  Key Takeaways: → Profit and cash flow are not the same, and both must be tracked → Financial data reduces risk and improves decision-making → Growth requires planning because scaling is expensive → Using financials strategically beats simply tracking numbers → High-touch, proactive accounting creates stronger business outcomes More from Tevia Hoalst and TeKoda Accounting: Email: Tevia@TeKodaAccounting.com Website: tekodaaccounting.com [https://www.tekodaaccounting.com/] LinkedIn: linkedin.com/in/tevia-hoalst [https://www.linkedin.com/in/tevia-hoalst/] Facebook: facebook.com/TeKodaAccounting [https://www.facebook.com/TeKodaAccounting] Instagram: instagram.com/tekodaaccounting [https://www.instagram.com/tekodaaccounting/] Engage with David T. Yu: Connect on LinkedIn [https://www.linkedin.com/in/davidtyu/], Instagram [https://www.instagram.com/dtywealthplanningsolutions/], & Facebook [https://www.facebook.com/DTYWealthPlanningSolutions/] Sign up for our newsletter [https://www.dtywealthplanningsolutions.com/contact-us] or book a call [https://www.dtywealthplanningsolutions.com/contact-us]! Visit: DTY Wealth Planning Solutions [https://www.dtywealthplanningsolutions.com/] Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]