Jon Neal, CPA, MST, PFS has over 34 years of experience
in public accounting. In 1977, Jon graduated
from the University of Wisconsin-Milwaukee
(UWM) with a BBA in Accounting and Management
Information Systems, and in 1987 from UWM with
a Masters of Science in Taxation (MST). The Neal
Group LLC was founded in 1984 after Jon decided to leave as partner of a
large, local CPA firm.
He is especially focused on closely-held businesses and their owners, to
help them reach their goals. Jon has helped hundreds of businesses grow
by offering hands-on assistance in accounting systems, business creation
and expansion, tax planning, financial planning, organizational development
and acquisition strategies. In 2007, Jon received the Personal Financial Specialist
(PFS) designation from the American Institute of Certified Public Accountants
to reflect the years spent with clients planning for their retirement,
family protection and succession planning.
Jon received his CPA license in 1980 and is a member of the AICPA and
WICPA. Jon also carries Series 7, 63 and 66 securities licenses. Milwaukee
Magazine has named Jon a Five Star Wealth Advisor in the accounting area
for 2009, 2010 and 2011. He is only one of three CPA’s in the Milwaukee
Area to be so honored. Jon is the author of The Best Doggone Tax Advice,
has appeared on various television shows and had a radio show since 2010
called “The Best Doggone Tax and Financial Advice.”
Personally, Jon enjoys singing in his church’s choir, spending time with his
family, his dog and doing volunteer work. Jon and his wife, Ann, have four
children and live in Hales Corners.