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Estate Planning’s Best Outcome, According to Jon Neal

I wrote last week on estate planning, and well … the response was such that I’m returning to the topic today. This time, for some “bigger picture” words on the subject. But before I get there, IMPORTANT TAX NOTE: Personal returns that were extended back in “tax season” are due WEDNESDAY, October 15th. That means […]

Will, Trust, Or Nothing: Jon Neal Helps You Weigh Your Options

I’ve recently received some emails expressing confusion about the current estate tax situation, and implications for elderly parents. The facts are that many people will be caught uninformed about *exactly* what their options are for their families when they deal with caring for the elderly, esp. as it relates to their finances and estate. One […]

We appreciate Jon

We appreciate Jon’s great strategies for expense reduction and a change in tax status. It gave us a fresh start and a leg to stand on in a business year that almost took us out. Thanks for the second wind! – Jeff & Ann Bartelt JJB Home Improvements, LLC, Glendale, WI

Confidence in Jon and his staff

Although we moved from Wisconsin in 1995 to Ohio and later to Seattle in 1999, we have continued to use The Neal Group for our tax needs. That is a testimonial to our level of satisfaction, comfort and confidence in Jon and his staff. Dr. James B. Smith, Maple Valley, WA