Neil Jesani, CFP
President & CEO
- Founders and operators with pre-exit equity,
- executives with concentrated public-company stock,
- investors and family offices with multi-asset portfolios,
- high-income professionals
Bio
Neil Jesani is a tax and financial strategist and president of Jesani Tax Advisors. He holds the Certified Financial Planner certification and serves high-income individuals, business owners, and ultra-high-net-worth clients across the United States.
Neil is the author of Win the War for Money and Success and a frequent speaker on wealth and tax planning. His professional interests include ethical tax planning, entity selection, deductions, and deferral strategies for entrepreneurs and high earners.
Common situations handled
- Addressing a significant tax dispute with the IRS or another taxing authority
- Planning tax decisions across multiple states or jurisdictions
- Coordinating an operator’s personal tax planning with related business entities
- Planning around pre-exit equity or concentrated public-company stock
Tax services and planning
- Proactive tax planning
- Tax preparation and compliance
- Retirement and deferral planning
- Wealth transfer planning
- Entity planning and tax structuring
- Multi-state tax planning
- CFO and transaction advisory
- Tax controversy defense
Evidence reviewed
Evidence
Published guidance
Shows tax topics the Specialist or firm addresses publicly.
- Supporting source
- Supporting source
- The IRS Is Watching. Is Your Return Ready? — Insights | Neil Jesani Advisors (opens in a new tab)neiljesani.com · Firm website
Evidence
Public education and commentary
Shows public education, speaking, or commentary relevant to the Specialist’s work.
- Supporting source
- Episode 200: Neil Jesani CEO Money with Michael Yorba | iHeart (opens in a new tab)iheart.com · Public source
- Supporting source
- Deducting Business Meals and Entertainment | Internal Revenue Code Section 274 (opens in a new tab)youtube.com · Public source
- Supporting source
- CEO Money Episode 200 | RNCN | Real News Communications Network (opens in a new tab)realnewscn.com · Public source
- Supporting source
- 2026 Estate Tax Changes Explained: What Wealthy Families Need to Do Now (opens in a new tab)youtube.com · Public source
- Supporting source
- Should You Convert to a Roth IRA? | Pros, Cons & Real Tax Implications Explained (opens in a new tab)youtube.com · Public source
- Supporting source
- Opportunity Zones Are Back… But Are They Still Worth It? | What Investors Need to Know (opens in a new tab)youtube.com · Public source
- Supporting source
- Neil Jesani Discusses Mindset Strategy And Compliance — The Michael Peres Podcast | Hexa PR Wire (opens in a new tab)hexaprwire.com · Public source
- Supporting source
- Top Secret For Successful Investing In Retirement Plan | Neil Jesani,CFP (opens in a new tab)youtube.com · Public source
- Supporting source
- Augusta Rule Explained | IRS Section 280A (opens in a new tab)youtube.com · Public source
- Supporting source
- Insider Scoop of the Tax and Accounting Industry (opens in a new tab)youtube.com · Public source
- Supporting source
- The 2026 Opportunity Zone Loophole That Saves Thousands in Taxes (opens in a new tab)youtube.com · Public source
- Supporting source
- 3D Asset Allocation Model from Neil Jesani Wealth Management, LLC (opens in a new tab)youtube.com · Public source
- Supporting source
- Easy Ways to Tax Reduction for High Earners in 2020 (Save $100,000 to 1 million) (opens in a new tab)youtube.com · Public source
- Supporting source
- Supporting source
Evidence
Credentials and professional standing
Supports credentials or professional standing shown on the profile.
- Supporting source
- Certification & Background | CFP Board (opens in a new tab)cfp.net · Public source
Evidence
Professional profiles
Confirms public professional identity and context for the Specialist’s practice.
- Supporting source
- How to Use Section 1202 to Sell Your Business Tax-Free (opens in a new tab)youtube.com · Public professional directory
Evidence
Additional reviewed sources
Provides additional public or firm-provided context reviewed for this profile.
- Supporting source
- Tax Strategy & Audit Defense — Neil Jesani Advisors (opens in a new tab)neiljesani.com · Firm website
- Supporting source
- Supporting source
- FAQ — Tax Planning, Controversy & Advisory Questions | Neil Jesani Advisors (opens in a new tab)neiljesani.com · Firm website
- Supporting source
- Private Client Tax Planning | Neil Jesani Advisors (opens in a new tab)neiljesani.com · Firm website
- Supporting source
- IRS Audit Defense & Tax Controversy | Neil Jesani Advisors (opens in a new tab)neiljesani.com · Firm website