The Essential Tax Podcast

In each episode of The Essential Tax Podcast, Mishkin Santa takes on the complex world of tax, guiding you through a range of tax topics in a way that cuts through the jargon, acronyms, and complexities that make your eyes glaze over, so that you can understand the latest developments and how they relate to you.

The Essential Tax Podcast is a education podcast hosted by Unknown Host, with 64 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts The Essential Tax Podcast, a education show with 64 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #7

  Behavioral Finance for Better Financial Planning with Anthony Lombard, CFP

  Jul 31, 202656 minS3

  The Essential Tax Podcast with Mishkin Santa, Season 3, Episode 7 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Anthony Lombard, CFP, founder of Noteworthy Financial. Anthony has 20+ years’ experience in the financial industry. He grew up in Buffalo and Rochester, NY, and his career spans New York City, Dallas/Fort Worth, Houston, and London. He is currently located in Northern Virginia. Tune in for these key takeaways: A discussion about the concept of ‘behavioral finance’ and how understanding psychological traps can affect personal financial wellness and outlook. Insight into how creative friction and financial automation can bolster financial planning initiatives. An analysis of how social media’s influence can promote herding behavior and a false sense of urgency in financial management. Advice on how to balance financial planning, estate planning, investment initiatives, and tax planning to ensure that these initiatives can all work in concert to provide a secure future for a family. Why increasing financial literacy can empower a person and make them feel more comfortable with investing and money management. Practical advice regarding the importance of having a financial plan timeline and evaluating that plan’s adaptability regularly. Dialogue about current trends in investment strategies and how they can affect an individual investor. Learn more about Anthony Lombard: Connect with Anthony on LinkedIn: https://www.linkedin.com/in/ajlomba/ Email Anthony: anthony@noteworthy-financial.com Visit the About page on Noteworthy Financial’s website: https://www.noteworthy-financial.com/about Review Services and Pricing on Noteworthy Financial’s website: https://www.noteworthy-financial.com/services *********************************** About The Essential Tax Podcast: In each episode of The Essential Tax Podcast, Mishkin Santa takes on the complex world of tax — all the jargon, acronyms, and stuff that makes your eyes glaze over, and explains it in an impactful way to understand the complex and unknown areas. Watch or listen to more episodes of The Essential Tax Podcast: YouTube: https://www.youtube.com/@TheWolfGroupPC Apple: https://podcasts.apple.com/us/podcast/the-essential-tax-podcast/id1754660944 Spotify: https://open.spotify.com/show/2beZfOpwfBlBgWHlNelAOf Connect and learn more from your host, Mishkin Santa: Connect with Mishkin on LinkedIn: https://www.linkedin.com/in/msanta Follow The Wolf Group on LinkedIn: https://www.linkedin.com/company/the-wolf-group-pc Read Mishkin’s bio on The Wolf Group’s website: https://thewolfgroup.com/our-people/mishkin-santa

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  Episode #6

  2026 Malta Permanent Residency by Investment with Dr. Jean-Phillipe Chetcuti

  Jul 20, 202641 minS3

  The Essential Tax Podcast with Mishkin Santa, Season 3, Episode 6 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Dr. Jean-Philippe Chetcuti, Senior Managing Partner at Chetcuti Cauchi Advocates, in Valletta, Malta. Dr. Chetcuti co-founded the firm and acts as the firm’s co-managing Partner. He co-heads the firm's acclaimed Maltese Immigration and Global Mobility practice group. Dr. Chetcuti is recognized for his thought leadership in the HNW immigration sector, particularly the Maltese Citizenship by Merit framework, and the intersection of global mobility, expat taxation, and family office structuring. Tune in for these key takeaways: An overview and discussion of the current Malta Permanent Residency by Investment Program, including cost, timeline, requirements & commitments, why a taxpayer might choose Malta over other European countries, and what Malta can offer to individuals versus businesses. Discussion regarding the status of Malta’s superseded Citizenship by investment program. Dialogue surrounding how the Maltese tax system is applied under the Permanent Residency by Investment Program, how this might affect highly compensated individuals or retirees. How a taxpayer might use Malta Permanent Residency as a gateway to the rest of Europe. Learn more about Dr. Chetcuti: Visit the Insights page on Chetcuti Cauchi Advocates’ website: https://www.ccmalta.com/insights View Dr. Chetcuti’s profile on Chetcuti Cauchi Advocates’ website: https://www.ccmalta.com/people/jean-philippe-chetcuti Connect with Dr. Chetcuti on LinkedIn: https://www.linkedin.com/in/jeanphilippechetcuti/ Follow Chetcuti Cauchi Advocates on LinkedIn: https://www.linkedin.com/company/chetcuti-cauchi-advocates/ Visit Chetcuti Cauchi Advocates’ Instagram Page: https://www.instagram.com/chetcuticauchi/ Follow Chetcuti Cauchi Advocates on Facebook: https://www.facebook.com/maltalawfirm Further Resources: Malta Permanent Residence Program: www.ccmalta.com/solutions/malta-permanent-residence-programme Malta Permanent Residence Program 2026 Guide: www.ccmalta.com/publications/malta-permanent-residence-guide Malta Tax Guide for Americans: www.ccmalta.com/publications/malta-tax-guide-for-americans Malta Resident Non-Dom Taxation: www.ccmalta.com/publications/malta-resident-non-domiciled Malta Tax Residency: www.ccmalta.com/publications/malta-tax-residency Malta Citizenship through Merit: www.ccmalta.com/solutions/malta-citizenship-through-merit Malta’s Citizenship by Merit Law Explained: www.ccmalta.com/publications/malta-citizenship-by-merit-law-explained Washington Times Interview: Chetcuti Cauchi and the American–Malta Connection: www.ccmalta.com/insights/washington-post-interview-chetcuti-cauchi-the-american-malta-connection Malta’s Growing Appeal to Americans: www.legal-malta.com/malta-growing-appeal-americans/ *********************************** About The Essential Tax Podcast: In each episode of The Essential Tax Podcast, Mishkin Santa takes on the complex world of tax—all the jargon, acronyms, and stuff that makes your eyes glaze over, and explains it in an impactful way to understand the complex and unknown areas. Watch or listen to more episodes of The Essential Tax Podcast: YouTube: https://www.youtube.com/@TheWolfGroupPC Apple: https://podcasts.apple.com/us/podcast/the-essential-tax-podcast/id1754660944 Spotify: https://open.spotify.com/show/2beZfOpwfBlBgWHlNelAOf Connect and learn more from your host, Mishkin Santa: Connect with Mishkin on LinkedIn: https://www.linkedin.com/in/msanta Follow The Wolf Group on LinkedIn: https://www.linkedin.com/company/the-wolf-group-pc Read Mishkin’s bio on The Wolf Group’s website: https://thewolfgroup.com/our-people/mishkin-santa

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  Episode #5

  2026 International Tax Planning Update with Frederic Behrens

  Jul 10, 202640 minS3

  The Essential Tax Podcast with Mishkin Santa, Season 3, Episode 5 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Frederic Behrens, CFP. Frederic is a Partner in the New York office at Cerity Partners, where he provides investment management and financial advisory services for high-net-worth individuals and international families. In particular, he has significant experience working with U.S. citizens living abroad, nonresident aliens and mixed-nationality families. Tune in for these key takeaways: A discussion of international tax planning initiatives, such as how to coordinate investment strategies while living abroad, coordinating strategies with foreign tax advisors, and foreign currency exposure. Advice on how to approach common issues with PFICs and other “US tax toxic” foreign investment assets. Real life examples of US taxpayers that have experienced international tax issues and strategies for resolving these common situations. Strategies for integrating US estate tax planning and gifting strategies into investment decisions. Conversation related to multinational families owning assets in multiple non-US countries that impose an inheritance tax. How multinational individuals might approach managing their executive compensation such as RSUs, ISOs, and carried interest. General tips and tricks for US individuals that are considering retiring abroad. Common issues for families where one spouse is a US person and one spouse is a non-resident alien. Learn more about Frederic Behrens & Cerity Partners: Visit the Wealth Management page on Cerity Partners’ website: https://ceritypartners.com/individuals-and-families/wealth-management/ View Frederic Behrens’ profile on Cerity Partners’ website: https://ceritypartners.com/team/frederic-behrens/ Connect with Frederic on LinkedIn: https://www.linkedin.com/in/fredericbehrens/ Follow Cerity Partners on LinkedIn: https://www.linkedin.com/company/cerity-partners/ Visit Cerity Partners’ YouTube Channel: https://www.youtube.com/@CerityPartners *********************************** About The Essential Tax Podcast: In each episode of The Essential Tax Podcast, Mishkin Santa takes on the complex world of tax — all the jargon, acronyms, and stuff that makes your eyes glaze over, and explains it in an impactful way to understand the complex and unknown areas. Watch or listen to more episodes of The Essential Tax Podcast: YouTube: https://www.youtube.com/@TheWolfGroupPC Apple: https://podcasts.apple.com/us/podcast/the-essential-tax-podcast/id1754660944 Spotify: https://open.spotify.com/show/2beZfOpwfBlBgWHlNelAOf Connect and learn more from your host, Mishkin Santa: Connect with Mishkin on LinkedIn: https://www.linkedin.com/in/msanta Follow The Wolf Group on LinkedIn: https://www.linkedin.com/company/the-wolf-group-pc Read Mishkin’s bio on The Wolf Group’s website: https://thewolfgroup.com/our-people/mishkin-santa

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  Episode #4

  2026 US-Belgium Cross-Border Tax Update with Erik Sansen

  Jun 19, 202649 minS3

  The Essential Tax Podcast with Mishkin Santa, Season 3, Episode 4 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Erik Sansen, Founding Partner and Attorney at Sansen International Tax Lawyers, a Belgian boutique law firm specializing in international tax law. After a career of many years in international law firms, Erik founded Sansen International Tax Lawyers in 2014. Erik’s practice focuses on assisting emigrating or immigrating taxpayers, investors, entrepreneurs, and companies with the local and global realization of their investments and plans. Tune in for these key takeaways: Conversation around why Belgium has historically been an attractive option for private investors and globally mobile families, and recent tax law changes that may affect this desirability. A brief introduction to Belgian tax residency rules, requirements, and potential pitfalls for incoming taxpayers. Discussion about when the Belgian tax system might become relevant for US persons and their advisors, whether it be through relocation, investment holdings, succession, or business entities. Dialogue surrounding how Belgium views and taxes atypical investment concepts from the US (Roth IRA, S-Corp interests, short-term capital gains, etc.) Tips for developing an effective gift and estate planning strategy in Belgium. A high-level overview of concepts relevant to pre-immigration tax planning for a taxpayer inbound into Belgium, such as asset moves, liquidity events, reorganizations, tax residency, dual residency risk, and exit taxation. Learn more about Erik Sansen: Visit the Home page on Sansen International Tax Lawyers’ website: https://sanseninternational.tax/nl View Erik Sansen’s profile on Sansen International Tax Lawyers’ website: https://sanseninternational.tax/en/over-ons Connect with Erik on LinkedIn: https://www.linkedin.com/in/sanseninternationaltaxlawyers/ Follow Sansen International Tax Lawyers on LinkedIn: https://www.linkedin.com/company/sansen-international-tax/posts/ Email Erik directly: erik@sanseninternational.tax Further Resources: Sansen International Tax Lawyers - Digital Brochure *********************************** About The Essential Tax Podcast: In each episode of The Essential Tax Podcast, Mishkin Santa takes on the complex world of tax—all the jargon, acronyms, and stuff that makes your eyes glaze over, and explains it in an impactful way to understand the complex and unknown areas. Watch or listen to more episodes of The Essential Tax Podcast: YouTube: https://www.youtube.com/@TheWolfGroupPC Apple: https://podcasts.apple.com/us/podcast/the-essential-tax-podcast/id1754660944 Spotify: https://open.spotify.com/show/2beZfOpwfBlBgWHlNelAOf Connect and learn more from your host, Mishkin Santa: Connect with Mishkin on LinkedIn: https://www.linkedin.com/in/msanta Follow The Wolf Group on LinkedIn: https://www.linkedin.com/company/the-wolf-group-pc Read Mishkin’s bio on The Wolf Group’s website: https://thewolfgroup.com/our-people/mishkin-santa

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  Episode #3

  Unlocking Austrian Citizenship with Nadine Anderson

  Jun 10, 202636 minS3

  The Essential Tax Podcast with Mishkin Santa, Season 3, Episode 3 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Nadine Anderson, Associate, Wolf Theiss. Nadine is an immigration attorney that holds degrees in both business law and finance. She began her career focusing on tax law but quickly shifted to immigration as a primary focus. Wolf Theiss was founded in 1957, is the largest law firm in Austria, and one of the leading law firms in Central, Eastern and South-Eastern Europe. Tune in for these key takeaways: An update on the current status of global mobility trends Austria in 2026 and the recent influx of inbound taxpayers coming to Austria from the US. Elaboration regarding Section 10(6) of the Austrian Citizenship Act, which contains a citizenship by merit provision. Discussion of the provisions of the Austrian Citizenship Act, Section 58(C), which provides restitution to victims of Nazi victims and their descendants. Dialogue surrounding Austria’s current prohibitions of dual citizenship. A discussion of the income and transfer tax implications of obtaining Austrian Citizenship, from a tax perspective. Conversation on generally recommended pre-immigration tax planning strategies for individuals moving inbound into Austria. Learn more about Nadine Anderson: Visit the Insights page on Wolf Theiss’s website: https://www.wolftheiss.com/insights/ View Nadine’s profile on Wolf Theiss’s website: https://www.wolftheiss.com/lawyer/nadine-anderson/ Connect with Nadine on LinkedIn: https://www.linkedin.com/in/nadine-anderson-b19706159/ Follow Wolf Theiss on LinkedIn: https://www.linkedin.com/company/wolf-theiss/ Visit Wolf Theiss’s YouTube Channel: https://www.youtube.com/@wolftheissrechtsanwalte Follow Wolf Theiss on Facebook: https://www.facebook.com/WOLFTHEISS *********************************** About The Essential Tax Podcast: In each episode of The Essential Tax Podcast, Mishkin Santa takes on the complex world of tax — all the jargon, acronyms, and stuff that makes your eyes glaze over, and explains it in an impactful way to understand the complex and unknown areas. Watch or listen to more episodes of The Essential Tax Podcast: YouTube: https://www.youtube.com/@TheWolfGroupPC Apple: https://podcasts.apple.com/us/podcast/the-essential-tax-podcast/id1754660944 Spotify: https://open.spotify.com/show/2beZfOpwfBlBgWHlNelAOf Connect and learn more from your host, Mishkin Santa: Connect with Mishkin on LinkedIn: https://www.linkedin.com/in/msanta Follow The Wolf Group on LinkedIn: https://www.linkedin.com/company/the-wolf-group-pc Read Mishkin’s bio on The Wolf Group’s website: https://thewolfgroup.com/our-people/mishkin-santa

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