Episode Details

In this episode, I sit down with finance pro Neil Jesani to cut through the noise on tax write-offs for entrepreneurs and investors. We break down active vs. passive income, what actually unlocks depreciation (cost seg, real estate professional (REP), short-term rental rules), why 461(l) caps W-2 offsets, and how business owners can do far more. We hit estate tax vs. income tax, the step-up in basis myth/truth, smart uses of §179/bonus depreciation (including equipment plays), audits & record-keeping, and practical setup for new founders (LLC → S-Corp). If you’re making money—or about to—this will help you keep more of it, legally.

About Neil:

Neil Jesani is the founder of Neil Jesani Advisors, Inc., a national boutique tax, accounting, and financial advisory firm based in the Miami–Fort Lauderdale area. His in-house team includes CPAs, IRS Enrolled Agents, tax attorneys, and CFPs serving high-income individuals, entrepreneurs, and professional firms across the U.S., with a focus on advanced tax strategy, compliance, business performance, and legacy planning. The firm operates from a ~10,000 sq ft office and emphasizes research-driven, white-glove execution. Jesani also leads Neil Jesani Wealth, a multi-family office for ultra-high-net-worth families.

Connect with Him:

• Website: neiljesani.com

• Services: services.neiljesani.com Neil Jesani Advisors, Inc.+1

• Instagram: @neiljesani Instagram

• X (Twitter): @neiljesani X (formerly Twitter)

• LinkedIn: linkedin.com/in/neiljesani LinkedIn+1

• Facebook: facebook.com/neiljesaniadvisors Facebook

• YouTube: Neil Jesani Advisors channel/videos YouTube+1

• Email: hello@neiljesani.com

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About Justin:

After investing in real estate for over 18 years and almost 3000 deals done, Justin has created a business that generates 7 figures in active income through wholesaling and fix and flipping as well as accumulating millions of dollars of rental properties including 5 apartment buildings, 50+ single family hom