Tax Clarity Without the Panic: RSUs, Withholding, & Timing
Jet Setting Wealth Advisory Podcast
December 8, 2025
Ariel Haughton and Barry Kaufman joined David T. Yu on his podcast for a straightforward conversation on equity compensation and smart tax planning. They break down RSUs, ISOs, AMT timing, and simple habits that help clients avoid surprise tax bills. Their discussion highlights how clear guidance and proactive planning turn complicated situations into confident financial decisions
Year-Round Planning for High-Income Earners
Jet Setting Wealth Advisory Podcast
September 23, 2025
Our partners, Beth Goldstein and Barry Kaufman, joined David T. Yu on his podcast to discuss proactive tax strategies for high-income earners and business owners. From equity compensation and real estate deductions to charitable giving and advanced planning, they share how our client-first approach helps turn complexity into opportunity.