Neil Jesani, CFP®, M.Acc
President & CEO
Founder, President, and CEO of Neil Jesani Advisors. Leads the firm's strategy practice and senior-led engagements for founders, executives, and multi-generational families.
About the Firm
National Full-service Tax Advisory Firm.
We engineer tax & financial outcomes for founders, executives, multi-generational families and corporations. Senior-led, strategy-first, and quietly confidential.
- PracticePrivate client · Mid market advisory · Tax controversy
- FootprintMulti-state · Multi-entity · Cross-border
- CadenceQuarterly reviews · Written plans
Our story
Founded on a single idea: tax strategy is engineering, not paperwork.
The firm was built around a frustration we kept hearing from founders, executives, and family offices: their CPA was responsive at filing season and silent the rest of the year. By the time strategy was discussed, the transaction was closed and the structure was set.
We took the opposite stance. Engagements begin before the capital event — pre-IPO, pre-secondary, pre-sale, pre-relocation. Strategy is written, scenarios are quantified, and execution is sequenced. Compliance happens inside the structure we built — not the other way around.
Today the practice serves clients across the United States from offices in Fort Lauderdale and Las Vegas, with a senior team built specifically for multi-entity, multi-state, equity-heavy households and operating businesses.
What we believe
Four principles that shape every engagement.
Principle · 01
Senior-led, always.
Every engagement is owned by a partner — not handed to a rotating bench. Continuity is the deliverable.
Principle · 02
Strategy before compliance.
Compliance is the floor. We engineer the structure first — then file inside it.
Principle · 03
Confidential by design.
Engagements are scoped through counsel where appropriate. Confidentiality is operational, not aspirational.
Principle · 04
Quantified, written, sequenced.
Every recommendation has a number, a memo, and a delivery date. No verbal advice. No vapor.
Leadership
3 P's: People, People & People.
We've redefined the 3 P's (People, Process and Product) to focus entirely on the Right People. To us, the 'Who' always precedes the 'What.' When you have the right talent in the right roles, the strategy and results follow naturally.
Rich Hofmann, CPA, JD
Chief Financial Officer
Heads the firm's Private Client Practice and serves as Chief Financial Officer. Dual-credentialed tax attorney and CPA with 20+ years of experience leading corporate tax functions at public and private companies nationwide.
George Scopetta, JD, M.Acc.
SVP, General Counsel
Serves as the firm's General Counsel and plays a senior role across the Private Client and Tax Controversy practices. Tax attorney and financial executive with a Big Four foundation in international tax planning.
David Cohen
SVP, Operations
Leads strategic execution and platform expansion. 25+ years of executive leadership across M&A, capital raising, and turnarounds — with full P&L accountability across the firm's advisory verticals.
Jeremy Corkhill, MBA
SVP, Growth & People
Leads inorganic and organic growth strategy — sourcing and executing acquisitions while building and staffing new business lines across the platform. 25 years across investment banking, private equity, and corporate development.
Mark Benhard, MBA
SVP, Communications
Leads corporate brand strategy. 30+ years of marcom leadership and on-camera spokesperson experience for FORTUNE-500 and global organizations.
Footprint
Two offices. National reach.
In-person engagements run from our Fort Lauderdale, Florida and Las Vegas, Nevada offices. Remote and hybrid is the default for clients elsewhere.
Fort Lauderdale Office
1301 International Parkway, Suite 550
Sunrise, FL 33323
Sunrise, FL 33323
Las Vegas Office
1160 N. Town Center Dr., Suite 130
Las Vegas, NV 89144
Las Vegas, NV 89144
Engagement Intake
Request Private Strategy Session
Schedule a time
Confidential intake