Offshore Structuring and Tax Optimization Strategies for Business Owners ft. Vincenzo Villamena
Beyond 7 Figures: Build, Scale, Profit
Release Date: 12/13/2024
Beyond 7 Figures: Build, Scale, Profit
Secrets of CEOs for Peak Performance What if I told you the sleep secrets of CEOs could be the difference between mediocre performance and absolutely crushing it in the boardroom? Look, Jamie Diamond from JP Morgan Chase didn’t just randomly mention elite athletes when describing great leaders – there’s a direct connection between physical optimization and executive performance. In this episode, we dive deep into the sleep optimization strategies that top CEOs use to maintain the stamina, mental clarity, and decision-making capabilities needed to lead at the highest levels. We’re...
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Learn how stepping away from your business can lead to breakthrough ideas and personal growth In this episode of the Beyond 7 Figures podcast, talking about how powerful it can be for entrepreneurs to step away from their daily routines and go on meaningful adventures. You’ll hear how getting out of your usual environment like traveling to remote places with no distractions can spark big ideas, fresh thinking, and personal growth. We talk about how stillness, nature, and deep reflection help solve problems and bring more clarity and purpose to both business and life. Our guest is Mike Brcic,...
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Learn how to scale authentic empathy and create meaningful impact in business while building sustainable wealth Look, we live in a crazy world right now. The news is screaming that the sky is falling, social media's got everyone at each other's throats, and AI is encouraging shortcuts over real connection. But here's what I know - with every challenge comes an equal and opposite opportunity. In this episode, I sit down with Chris Yoko to dive deep into what really separates successful entrepreneurs from everyone else: genuine care. Not the kind you SAY you have, but the kind people actually...
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Learn how to Break free from the outdated retirement mindset We're challenging everything you've been taught about retirement, success, and fulfillment. The traditional idea of retiring at 65 might be doing more harm than good. Learn how redefining your relationship with work, money, and meaning can unlock a richer, more intentional life—especially if you're grinding toward an exit or feeling uncertain about your next chapter. Derek's a seasoned financial advisor, entrepreneur, and author of Let's Retire Retirement. With more than 25 years in the financial world and a deep network of 7, 8,...
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Learn how to lead like a general and build an extraordinary team. Applying battle-tested military principles that work when lives are on the line. This episode dives deep into servant leadership, decision-making under extreme pressure, building unshakeable team loyalty, and the critical difference between positional authority and earned respect. You'll discover why the most successful leaders take credit for failures while giving their teams credit for wins, how to train your people to standards (not time), and the strategic thinking frameworks used at the highest levels of military command...
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Learn how to asking the right questions can unlock faster business growth. In this episode of the Beyond 7 Figures Podcast, talk with Rod Santomassimo about how asking better questions can help you grow your business faster. They share real-life stories, simple strategies, and smart ways to spot the small changes that can lead to big results. If you're a coach, business owner, or someone who wants to grow with less stress, this episode will show you how to think differently and get better outcomes. Rod Santomassimo is the founder of the Massimo Group, the top coaching company for commercial...
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Learn how to stay ahead in the fast-changing world of SEO, AI, and content marketing From Google’s latest algorithm shifts to ranking in AI-powered search engines, actionable strategies to help your content rise to the top. Whether you're battling with declining rankings or want to future-proof your digital presence, this episode is filled with insights you can use right away and talk about how to write emails and newsletters that people actually want to read and buy from. Steve Toth is an expert in SEO and AI-driven marketing. He runs SEO Notebook, a free weekly newsletter with over 20,000...
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Learn how accurate attribution tracking transforms marketing results Look, let's face it - guesswork is the cancer of all business. As I always tell my clients at Predictable Profits, you need to eliminate that guesswork with proper data. That's why I invited Michael Cooney, co-founder of WhatConverts, onto the podcast. I've had multiple agency clients rave about this tool that's helping them generate better results and higher ROAS for their clients. We dive deep into why native conversion pixels from Meta or Google fall short, how to properly value different types of leads, and why...
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Learn how to leverage advanced AI strategies that most business owners miss The untapped potential of artificial intelligence for business growth. The conversation explores how most people are barely scratching the surface of AI's capabilities, sharing practical examples of how AI can research prospects, create marketing campaigns, build prototypes, and even write books in a fraction of the time traditional methods require. Mike Koenigs is the author of "The AI Accelerator" and founder of the Superpower Accelerator. As one of Charles' early mentors, Mike has consistently stayed ahead of...
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Learn how to land billion dollar clients using revenue based sales strategies In this episode, Stephen Roche shares his proven approach for landing enterprise clients in the competitive financial industry. He reveals why tying products to new revenue generation, rather than just cost savings is the secret to winning major clients like BlackRock and JP Morgan. Stephen explains how building trust through thought leadership, leveraging strategic PR, and using authentic LinkedIn engagement creates a powerful sales ecosystem that makes you the safer choice for potential clients. Stephen Roche is...
info_outlineLearn how to minimize taxes and maximize your wealth.
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.