.png){kind=logo}
Danelle Jenetayeva, CFP®, EA, CDFA®
Principal, Pi Wealth Plan LLC
“My father wrote the first tax code after the Soviet Union collapsed. His passion for his work always inspired me as a child, so I’ve followed in his footsteps.”
Out of the 77,000 pages of the tax code, only 30 pages are about what’s taxable. The rest of it is about how to avoid paying it.
Danelle Jenetayeva, CFP®, EA, CTP, CDFA®
Principal, Pi Wealth Plan LLC
“My father wrote the first tax code after the Soviet Union collapsed. His passion for his work always inspired me as a child, so I’ve followed in his footsteps.”
Out of the 77,000 pages of the tax code, only 30 pages are about what’s taxable. The rest of it is about how to avoid paying it.
WATCH MY VIDEO
SEE HOW WE CAN HELP
And that’s where I come in. I can help you…
Fast-track your financial freedom with specific time-tested wealth strategies tailored to your situation. Create a smart game plan that protects and grows your capital.
If you’d like to talk, schedule an introductory call on my calendar.
GET STARTEDAnd that’s where I come in. I can help you…
Fast-track your financial freedom with specific time-tested wealth strategies tailored to your situation. Create a smart game plan that protects and grows your capital.
If you’d like to talk, schedule an introductory call on my calendar.
GET STARTEDBlake came to me after he was approached by an institutional investor interested in acquiring his business. Blake’s CPA did not anticipate significant taxes from the sale. Nevertheless, Blake wanted to explore strategies to potentially minimize his tax bill.
Blake had also accumulated a substantial personal cash reserve. He wanted to improve his lifestyle, invest for the future, maintain financial stability, and fund the next business venture.
During our meeting, I uncovered a potentially costly tax issue that changed Blake’s perspective on the sale of his business.
In collaboration with a personal CFO, a bookkeeper, and a business attorney, Blake was able to:
With a plan in place, Blake could focus on envisioning what would be possible for his next business — and on building his future together with his wife, Nina. Want to know more details?
REQUEST FULL CASE STUDY BELOW
Blake came to me after he was approached by an institutional investor interested in acquiring his business. Blake’s CPA did not anticipate significant taxes from the sale. Nevertheless, Blake wanted to explore strategies to potentially minimize his tax bill.
Blake had also accumulated a substantial personal cash reserve. He wanted to improve his lifestyle, invest for the future, maintain financial stability, and fund the next business venture.
During our meeting, I uncovered a potentially costly tax issue that changed Blake’s perspective on the sale of his business.
In collaboration with a personal CFO, a bookkeeper, and a business attorney, Blake was able to:
With a plan in place, Blake could focus on envisioning what would be possible for his next business — and on building his future together with his wife, Nina. Want to know more details?
REQUEST FULL CASE STUDY BELOWAs an entrepreneur, chances are you’re good at making money. You’ve built a successful business, perhaps have outside investments, and may be planning to launch other ventures.
If you’re like most entrepreneurs, you’ve likely been focused on scaling your business, building your wealth, elevating your lifestyle, and making an impact in your community.
An entrepreneur’s life is very complex. You may know that being an entrepreneur presents unique tax opportunities.
But you may not know how to take advantage of these opportunities. As your stakes increase, expert financial guidance becomes critical.
GET STARTED
As an entrepreneur, chances are you’re good at making money. You’ve built a successful business, perhaps have outside investments, and may be planning to launch other ventures.
If you’re like most entrepreneurs, you’ve likely been focused on scaling your business, building your wealth, elevating your lifestyle, and making an impact in your community.
An entrepreneur’s life is very complex. You may know that being an entrepreneur presents unique tax opportunities.
But you may not know how to take advantage of these opportunities. As your stakes increase, expert financial guidance becomes critical.
GET STARTED
Financial independence means you have a choice of whether to earn an income.
You want to live your life on your terms, without worrying about any financial burdens.
So you can do things you are truly passionate about in life.
It starts with a short conversationabout your:
An integrated and proactive tax planning helps you avoid unnecessary taxes. A game plan helps you make smart spending and investing decisions throughout the year.
Advanced tax reduction strategy goes beyond tax tips and deductions.
It incorporates elements such as:
Entrepreneurs believe that investing in themselves and their business will produce the highest ROI. My role is to help you allocate your most valuable resources — time, money, and effort to maximize your total wealth.
I offer guidance about ways to build wealth outside of your business, create passive income streams, and to take smart risks.
If you and your spouse have different ideas and priorities about money,I can help you navigate the conversation.
Once we devise your investment plan, I can provide access to different types of investment vehicles, including:
My practice is small & exclusive. So I accept a limited number of clients throughout the year. Here is my annual timeline:
Let me be frank…I only make an offer to entrepreneurs I can help.
And you won’t actually be paying out-of-pocket…because the tax savings I uncover for you will pay for several years worth of my services.
No hidden fees, no commissions, no sticky relationships —cost certainty and unbiased advice.
The fee is based on planning complexity. It is fixed for two years and paid monthly, with no annual contract.
If you’d like to talk, schedule an introductory call on my calendar.
GET STARTEDGET STARTEDYou might be at an important junction in your financial life journey.
As the stakes increase, your next step can send you on a path to fulfilling your life goals.
Or it can send you on a path of missing valuable opportunities and having to correct costly mistakes down the road. You’re in charge of your outcome.
As your stakes increase, the longer you wait to begin planning proactively and in an integrated manner:
If you’re ready to take control of your financial life and command the outcomes, let’s talk:
15-minute introductory meeting
During this meeting, we will get acquainted. We’ll also determine if it makes sense to schedule a discovery meeting.
60-minute discovery meeting
During this meeting we will:
At the end, we’ll talk about whether it makes sense to work together. We’ll also discuss planning priorities. Anything we discuss remains private and confidential.
GET STARTEDYou might be at an important junction in your financial life journey.
As the stakes increase, your next step can send you on a path to fulfilling your life goals.
Or it can send you on a path of missing valuable opportunities and having to correct costly mistakes down the road. You’re in charge of your outcome.
As your stakes increase, the longer you wait to begin planning proactively and in an integrated manner:
If you’re ready to take control of your financial life and command the outcomes, let’s talk:
15-minute introductory meeting
During this meeting, we will get acquainted. We’ll also determine if it makes sense to schedule a discovery meeting.
60-minute discovery meeting
During this meeting we will:
At the end, we’ll talk about whether it makes sense to work together. We’ll also discuss planning priorities. Anything we discuss remains private and confidential.
GET STARTEDI accept up to 6 ongoing advisory clients per year between February and September.
I am very selective about who I accept into my practice. The criteria are:
1. I can deliver value that will pay for several years worth of my services, and…
2. We really enjoy and have fun working together.
If you think we might be a good fit and you don’t want to be waitlisted, let’s connect asap!
I accept up to 6 ongoing advisory clients per year between February and September.
I am very selective about who I accept into my practice. The criteria are:
If you think we might be a good fit and you don’t want to be waitlisted, let’s connect asap!
1. I can deliver value that will pay for several years worth of my services, and…
2. We really enjoy and have fun working together.
My father spearheaded the writing of the first tax code after the USSR’s collapse. I grew up during the transition from communist to market economy. My father’s passion and dedication to his work inspired me as a child. Naturally, growing up I thought the “tax system” (whatever that meant) was the coolest thing ever. So I’ve followed in my dad’s footsteps.
I started my career in finance in 2007. Since then, I’ve done credit analysis of small and mid-sized businesses, worked on mergers & acquisitions at Deloitte, and worked with HNW and UHNW families in NYC and SF managing $5M to $50M in net worth for individuals. I launched my practice in 2018 to work with ambitious entrepreneurs.
Taken Jenetayev. Moscow, 1978.
After traveling the world and living in different parts of the U.S., I’ve settled in the beautiful San Francisco Bay Area. I’m passionate about music and have helped launch Jazzystan, an international music festival. I love being out in nature – snowboarding, hiking, or hanging out at the beach with my daughter Pixelle.
My father spearheaded the writing of the first tax code after the USSR’s collapse. I grew up during the transition from communist to market economy. My father’s passion and dedication to his work inspired me as a child. Naturally, growing up I thought the “tax system” (whatever that meant) was the coolest thing ever. So I’ve followed in my dad’s footsteps.
I started my career in finance in 2007. Since then, I’ve done credit analysis of small and mid-sized businesses, worked on mergers & acquisitions at Deloitte, and worked with HNW and UHNW families in NYC and SF managing $5M to $50M in net worth for individuals. I launched my practice in 2018 to work with ambitious entrepreneurs.
Taken Jenetayev. Moscow, 1978.
After traveling the world and living in different parts of the U.S., I’ve settled in the beautiful San Francisco Bay Area. I’m passionate about music and have helped launch Jazzystan, an international music festival. I love being out in nature – snowboarding, hiking, or hanging out at the beach with my daughter Pixelle.
A CFP® (CERTIFIED FINANCIAL PLANNER™) is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement. In order to qualify for this certificate, one must complete an educational program, take a 2-day, 10-hour exam, complete thousands of hours of practical experience, pass a background check, and agree to uphold high standards for ethics and professional conduct. The exam covers more than 100 topics related to financial planning, tax, retirement, estate, insurance, and investment planning. CFP® practitioners must renew their certification every two years by completing continuing education requirements.
Enrolled Agent (EA) is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury. EA status is the highest credential the IRS awards. It requires passing a three-part comprehensive exam (Individuals, Businesses, and Representation, Practice and Procedure), which covers all aspects of the tax code. All EA candidates must pass a background check conducted by the IRS which includes looking into the candidate’s personal tax history, adhere to ethical standards, and complete continuing education courses. EAs, like attorneys and CPAs, have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent and what types of tax matters they can handle.
A CDFA is someone who comes from a financial planning, accounting or legal background and goes through an intensive training program to become skilled in analyzing the financial issues of divorce. Areas of expertise include knowledge of tax law, asset distribution, and financial planning to achieve an equitable settlement.
Certified Tax Planner (CTP) is a designation awarded by American Institute of Certified Tax Planners to CPAs, Enrolled Agents and Tax Attorneys who go through advanced training on proactive tax planning, develop a certain number of tax plans for clients, and maintain continuing education requirements.
.png){kind=small}
