Specialty results

High-Net-Worth Individuals Tax Advisors

Tax advisors focused on complex individual tax planning across investments, liquidity events, trusts and estates, charitable giving, and multi-state or international exposure.

Best for: Individuals and families with concentrated assets, significant liquidity events, trusts, multiple entities, or multi-jurisdiction tax complexity.

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Sponsored Specialists are shown separately. Discover specialists rotates profiles daily without preference for Authority Status or membership. In other sorts, earlier eligible Membership Tenure breaks ties, followed by Specialist name. Membership does not change Authority Status, fit, evidence, or score.

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Specialists

Specialists in High-Net-Worth Individuals
Specialist	Services	State	Authority Status	Actions
Michael Malc, CPA Oakridge Tax & Advisory	Tax preparation and compliance Entity formation strategy Year-round tax planning	California	Emerging Authority	View profile
Neil Jesani, CFP Neil Jesani Advisors	Proactive tax planning Tax preparation and compliance Retirement and deferral planning	Florida	Leading Authority	View profile
Jeffrey Levine, CFP Focus Partners	Integrated wealth planning Tax planning and strategy Tax preparation	Missouri	Established Authority	View profile
Alan Gassman, JD, LL.M. Gassman, Denicolo & Ketron, P.A.	Estate tax planning Trust planning Physician representation	Florida	Leading Authority	View profile
Robert Keebler, CPA, PFS Keebler & Associates	Tax-efficient intergenerational estate and business transfers Special needs planning Irrevocable trust modification	Wisconsin	Leading Authority	View profile

Michael Malc, CPA

Oakridge Tax & Advisory

Best fit: Real estate investors, Founders and established business owners, High-net-worth families

Tax services and planning

Tax preparation and compliance
Entity formation strategy
Year-round tax planning

State: California

Authority Status: Emerging Authority

View profile

Neil Jesani, CFP

Neil Jesani Advisors

Best fit: Founders and operators with pre-exit equity, executives with concentrated public-company stock, investors and family offices with multi-asset portfolios, high-income professionals

Tax services and planning