Welcome to the Press Room. Our large team of experts are available to speak with reporters. To schedule an interview, . The firm continues to be featured in major news outlets and some more recent articles appear below.
News and announcements direct from Neil Jesani Advisors. Select a release to read it in full.
Selected media features. For interview requests or additional commentary, reach our team directly.
This MarketWatch feature examines how sustained spending by affluent consumers on high-end “unapologetic luxury” is reshaping pricing — and how that demand ripples outward to push up the cost of everyday goods for everyone else.
Required minimum distributions can push retirees into higher tax brackets. This MarketWatch TaxWatch feature explores the strategies — from Roth conversions to qualified charitable distributions — that can soften the tax bill on RMDs.
Millions of Americans are sitting on refunds they never claimed. This MarketWatch TaxWatch feature breaks down how to check whether the IRS owes you money — and how to claim it before the window closes.
Before accepting a buyout, NerdWallet weighs how to measure the offer against your finances, how long a new role may take, and the tax consequences of a lump-sum payout.
Our senior practitioners are available for interviews and expert commentary on tax strategy, IRS controversy, and wealth planning. We respond to reporter inquiries promptly.
