Tax Planning For Wealthy Americans with Neil Jesani
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Tax Planning For Wealthy Americans with Neil Jesani
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For a long time now I’ve been telling my high net worth clients that, as their wealth increases, they need to upgrade their advisory team. Too many families remain loyal to accountants and tax consultants who do not deal with clients of a similar profile. My guest today only deals with American clients earning $2 million plus a year, providing a mix of tax advice and wealth management designed to help them hang onto as much of their hard earned dollars as possible. His practice embraces how to structure your business and investment affairs to best effect, dealing with an exit from your business and planning the transfer of wealth to the next generation. He’s a Forbes Council member and author of the best selling book Win The War For Money And Success. His name is Neil Jesani.
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