What Cross-Border Investors Should Ask About Tax Efficient Investment Strategies

3 Questions
21/10/2025 34 min Episodio 226
What Cross-Border Investors Should Ask About Tax Efficient Investment Strategies

Listen "What Cross-Border Investors Should Ask About Tax Efficient Investment Strategies"

Descargar episodio Ver en sitio original

Episode Synopsis

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Cross-Border Investors Should Ask About Tax Efficient Investment Strategies. To help prepare you, I've invited my good friend, Steve Cowley, to join us. Steve is the Chief Investment Officer here at One Capital Management, as well as the chairman of One Capital's Investment Committee. Steve is a Chartered Financial Analyst and a member of the Los Angeles Society of Financial Analysts.    To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3 Subscribe to our YouTube Channel! https://www.youtube.com/@3questionswebcast Follow Wayne on LinkedIn: https://www.linkedin.com/in/wayne-baxter-81041229/

More episodes of the podcast 3 Questions

What U.S. and Canadian Citizens Should Ask About Obtaining Mexican Residency 09/12/2025
What California Residents Should Ask About Their Estate Plan Before Relocating To Texas 02/12/2025
Why Does Traditional Estate Planning Often Fail Families? 25/11/2025
What You Should Ask Before Buying A Small Business To Qualify For An E-2 Visa 18/11/2025
What High Net Worth Families Should Ask About The Great Wealth Transfer 11/11/2025
What Founders Should Ask Before Selling Their Business 04/11/2025
What To Ask Before Setting Up A Gun Trust 28/10/2025
What Real Estate Investors Should Ask About Creating Liquidity 14/10/2025
What Business Owners Should Ask Before Granting Equity From Their Business 07/10/2025
What Business Owners and C-Suite Executives Should Ask About Managing their HR Dept 30/09/2025
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA