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,

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 e

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 wealt

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 growt

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 conver

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 rushin