HOW WE IMPACT OUR CLIENTS
REAL ESTATE ENTREPRENEUR RECEIVES CLEAR GUIDANCE FOR MANAGING MULTIPLE BUSINESS OPPORTUNITIES
BEING “MORE INFORMED” REDUCES ANXIETY AND INCREASES CONFIDENCE IN DECISIONS
Jason Lococo is an entrepreneur in the real estate industry, which is often quite fluid with business opportunities popping up suddenly. But with each opportunity also comes a set of risks and challenges. Managing these risks and making good decisions, especially when it comes to tax implications, can be the difference between making money or losing money on an opportunity. This is why Mr. Lococo trusts Casey Neilon for guidance.
SUCCESSFUL ENTREPRENEUR RETAINS CASEY NEILON TO ADVISE ON FINANCIAL INTERESTS
FAMILY REALIZES GREATER PEACE-OF-MIND FROM HIGH-TOUCH SERVICES
Irving Alameda is a successful entrepreneur who has built and sold several businesses. While he owned properties in both California and Nevada, he decided to liquidate his California holdings and move his entire operations to Nevada. But once he and his wife made this decision, they felt it necessary to find a local accounting firm to help them make good financial decisions with an eye toward tax mitigation. As they began to ask around in the Incline Village area, one name came up over and over again – Casey Neilon.
HUSBAND-WIFE ENTREPRENEUR TEAM GET GOOD COUNSEL AS THEY TRANSFER ONE BUSINESS AND GROW ANOTHER
TAX CONCERNS A KEY DRIVER IN AN ESTATE PLAN DESIGNED TO BENEFIT HEIRS
Jim and Desiree Collings are seasoned entrepreneurs from two different industries. After many years of building their personal wealth, running businesses and raising a family, the Collings were ready to make some changes. Jim wanted to transfer his RIA practice and focus on new endeavors. Desiree wanted to grow the property management business. Both of them wanted to make this transition in the most tax-advantaged way possible. This is why they turned to Casey Neilon for guidance.
RETIRED COUPLE INCREASE COMFORT ABOUT THE FUTURE THROUGH ENHANCED ESTATE PLAN AND TAX STRATEGIES
RECEIVING GUIDANCE FOR HEIRS IS A KEY SOURCE OF THEIR COMFORT
Steve and Jamie Sidells are a retired couple who have a small family. As the Sidells began to look at their future, they decided it was important to build relationships with advisors who could succeed them and provide continuity of service to their heirs. They were looking for people of good character and capability who they could trust to act in their interests. This is why they chose Casey Neilon.