Email: hello@neiljesani.com
neil@neiljesani.com
Call/Text: (732) 508-7415
(954) 800-3025
Are you a high net-worth individual or a successful business owner, medical or dental practice owner and looking for fractional CFO and Family Office Services?
- Minimize your tax burden not only today but also at retirement and during at transfer of your wealth to next-generation with the help of top CPA, CFP and Tax Attorney team
- Take control of your accounting, finance, HR and compliance with the sophisticated technology and top CFO level accounting professionals
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Create a substantial retirement income for you and intergenerational wealth by smartly managing your investment portfolio by a top Trust Company
Our Comprehensive CFO and Family Office service start with minimum $2500 per month.
Tax Planning, Preparation & Compliance
- Identify, evaluate and implement advanced tax planning strategies for company and owners
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Prepare company federal and state income tax returns
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Review tax strategies and compliance
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Prepare the owners of the company’s individual federal and state tax return
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Provide guidance and planning on company and individual tax issues
- Assist with sales tax compliance
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Assist with sales tax audits, workers comp audits
Business Finances & Accounting
- Sounding board for the issues that concern you and the ideas you have for the growth of your business
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Help prioritize future financial expenditures
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Discuss strategies to maximize profits, minimize potential threats, and accomplish the vision of the company
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Review cash flow management, debt reduction strategies, and expense management
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Setting up proper accounting systems
and ongoing accounting functions
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Implement accounting best practices and Guide internal control measures
Insurance, Employee Benefits & Risk Management
- Review and implement appropriate insurance coverages for the business and owners
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Review and implement appropriate employee benefits programs either for tax or talent acquisition purposes
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Review and implement executives/key persons compensation and retention plans
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Review and implement appropriate HR policies and procedure
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Establish overall enterprise risk management system
Exit Planning & Wealth Management
- Plan and prepare for eventual exit (acquisition, merger, selling or passing to next generation) strategy for company
- Establish appropriate entity structure and number of entities
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Impalement tax mitigation strategies at the exit
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Help create appropriate business, estate and trusts legal documents
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Investment management and intergenerational wealth transfer strategies
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Charitable giving strategies and foundation administration help
Neil Jesani, Certified Financial Planner (CFP)
I Have Built a Team of CPA, EA, Tax Attorney, CFP and Various Tax Strategies National Experts to Serve ONLY High Net-Worth Clients Across the Country. I have been featured in the Wall Street Journal, CNN, Inc. Magazine, Forbes, CBS, NBC, Treasury & Risk and Fox business among others. I also regularly invited speak to various medical and business national and regional conferences across the country.
I would love to send you my Amazon Best-Seller book
“Win the War for Money & Success" as a gift.
A practical, readable and a straight forward personal finance self-help book, Neil has done a superb job of detailing real strategies that can be implemented immediately. Win the War for Money & Success is a must read for high tax paying individuals and successful entrepreneurs. -Verne Harnish, Founder of the world-renowned Entrepreneurs Organization (EO), with over 14,000 members worldwide; author of many best-selling books including Scaling Up (Rockefeller Habits 2.0)
Reminiscent of “Rich Dad, Poor Dad”, Jesani’s book uses facts, figures and graphs to illustrate real options for investors. Jesani breaks down a wide variety of financial structures and institutions to not only explain their history and use, but provide a basis for readers to create their own strategy for financial security. - Ali Velshi, MSNBC Anchor and Business Correspondent for NBC News & MSNBC, Award winning Journalist, and author of Gimme My Money Back.
Win the War for Money & Success reveals the strategies for people who end up paying a higher percentage of their income in taxes. A must read! - T Harv Eker, #1 New York Times bestselling author of Secrets of the Millionaire Mind™
Florida Office
New Jersey Office
Copyright @ 2020 Neil Jesani. All rights reserved.