Catching up with Neil Jasani – veteran tax strategist, serial entrepreneur, and best-selling author of Win the War for Money and Success – as he unpacks the mindset shifts, financial strategies, and ethical tax planning tools that help high-income earners protect and grow their wealth. From his journey immigrating to the U.S. in 2000 to building Jasani Tax Advisors into a boutique firm serving ultra-high-net-worth clients, Neil shares why most W-2 earners feel trapped, how creative strategy unlocks opportunity, and why the future of tax planning depends on adaptability, innovation, and human expertise.
In this episode, you’ll learn:
• Why hardworking high earners often get penalized by the system—and how smart planning can flip the script.
• The crucial difference between making money and building wealth, and why taxes are central to that transition.
• How AI is reshaping tax preparation—and why personalized strategy will always require human creativity.
• The most effective tax structures, deductions, and planning frameworks Neil recommends for entrepreneurs and rising earners.
• Why Neil believes success in accounting—or any industry—comes down to hunger, openness, and obsession with excellence.
