Are you ready to dive into a world of international tax planning, immigration and offshore wealth?
If you're thinking of moving abroad, you should start planning early, consider potential risks and seek expert advice for a smooth transition of your business. Protect your assets and ensure financial stability while staying tax efficient, understand the tax and legal implications and plan for contingencies. You don't want any surprises down the line.
In episode 28 of The True Wealth Project podcast, Sascha Janzen has an insightful conversation with David Lesperance, one of the world's leading international tax and immigration advisors and a published author in the field.
David’s journey into international tax and immigration law stemmed from his unique background as a Canadian immigration and customs officer while studying law. With over three decades of experience since being called to the bar in 1990, David has successfully advised high and ultra-high net worth individuals and their families. Supported by a dedicated team, his innovative backup plans provide comprehensive solutions aligned with clients' financial, family, and business situations.
During the episode, David and Sascha will talk about the rising relevance of immigration and offshore wealth in today's ever changing landscape. They will explore different jurisdictions, tax treaties and immigration options.
David also delves into his personal background, growing up on the Canadian-U.S. border and working as an immigration officer. He shares anecdotes about his early career, studying law, and the pivotal moments that shaped his passion for international tax and immigration.
Listeners will gain a comprehensive understanding of the factors driving individuals to seek alternative residences and citizenships as a proactive approach to potential challenges.
David's insights extend beyond the technicalities of tax planning. He explores the broader implications of political and economic shifts, emphasizing the need for a well-designed "fire escape plan."
Drawing parallels between these plans and traditional fire prevention measures, he highlights the importance of having a robust strategy in place, even if not immediately implemented.
Throughout the episode, David shares practical examples, anecdotes, and strategies that provide listeners with valuable takeaways. Whether you're a seasoned professional in the field or someone looking to grasp the fundamentals of international tax and immigration planning, this episode promises to be an enlightening journey.
Don't miss out on episode 28 of The True Wealth Project podcast, where Sascha Janzen and David Lesperance unravel the complexities of global financial planning, offering actionable insights to safeguard your financial future! Listen now!
Resources:
Connect to David Lesperance
Website: https://lesperanceassociates.com
Books:
The Flight of the Golden Geese: How the 1% Matter to the 99%: https://amzn.to/3SgU85w
