Beyond 7 Figures: Build, Scale, Profit Offshore Structuring and Tax Optimization Strategies for Business Owners ft. Vincenzo Villamena
Curious about how successful entrepreneurs hold onto more of their money and grow their wealth? In this episode, we focus on tax optimization and financial planning strategies, covering everything from tax-saving structures to leveraging offshore and domestic opportunities. Whether you're planning an exit, exploring international investments, or securing your income, you'll gain valuable insights to prepare for the future.
Today’s guest, Vincenzo Villamena, founder of Online Taxman, is an expert in tax preparation, accounting, and offshore structuring. With Big 4 experience, private equity advising, and expertise in real estate and international transactions, Vincenzo brings valuable insights on protecting and growing wealth. Based in Rio de Janeiro, he offers a global perspective you won’t want to miss.
In this episode you will:
- Proper tax planning can save entrepreneurs millions, especially when preparing for a business exit.
- Offshore structuring offers significant tax benefits, including reduced rates and income exclusions for U.S. expats.
- Relocating to Puerto Rico provides unique tax advantages, such as a 4% tax rate and zero capital gains tax for qualifying income.
- Asset protection strategies, like international trusts, safeguard wealth from potential legal risks and frivolous lawsuits.
- Entrepreneurs should clean up financial and legal records well in advance to avoid complications during due diligence.
- Subscription models and low churn rates increase a business’s valuation and attractiveness to potential buyers.
- Long-term planning, including leveraging QSBS and 1031 exchanges, can maximize tax savings and investment returns.
All this and more, on this week’s episode of Beyond 7 Figures.
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