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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.
Welcome!
My name is Jimmy Sexton, LL.M. I’m the founder and CEO of Esquire Group, a recognized international tax and wealth planning expert, and a regular Bloomberg contributor.
The truth is most international tax and wealth planning advisors have spent their careers behind a desk. But I practice what I preach.
I’ve built my own multinational business, put structures in place to protect my own wealth, and expatriated from the U.S. Textbooks are not a replacement for having skin in the game.
Most HNWIs know there are beneficial tax strategies they aren’t using and that they should put their wealth in a structure to grow it, protect it, and pass it on to their heirs in a tax-efficient manner. But they don’t know where to start or who to trust.
I’ll show you the innovative strategies I use to help myself and my clients achieve unparalleled asset protection, privacy, estate planning, succession planning, and tax benefits.
To me, the most important thing wealth provides is freedom, which is why securing it is vital. I’ll show you how.
Episodes
Thursday Aug 15, 2024
Thursday Aug 15, 2024
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.
Wednesday Aug 07, 2024
Wednesday Aug 07, 2024
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.
Thursday Aug 01, 2024
Thursday Aug 01, 2024
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.
Tuesday Jul 23, 2024
Tuesday Jul 23, 2024
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
Tuesday Jul 16, 2024
Friday Jul 05, 2024
Friday Jul 05, 2024
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.
Thursday Jun 27, 2024
Thursday Jun 27, 2024
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.
Tuesday Jun 18, 2024
Tuesday Jun 18, 2024
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.
Tuesday Jun 04, 2024
Tuesday Jun 04, 2024
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.
Wednesday May 01, 2024
Wednesday May 01, 2024
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