Casey Pisano, CFP®, MST

Most people assume tax planning is some kind of black box, something only CPAs with decades of experience can navigate. Casey used to think the same thing.

That changed fast when he started his Master’s in Taxation and realized something that most people never do: U.S. tax law isn’t mysterious wizard-speak. It’s law. Specifically, it’s Title 26 of the same United States Code that covers speeding tickets and armed robbery, just a different title number. Once you understand it that way, it stops being intimidating, and starts being something you can actually use. That shift in perspective is exactly what Casey brings to his clients.

Before pursuing his tax credentials, Casey had already spent years as a CFP® professional working with business owners and high-income earners on wealth strategy. So when he learned tax law, he wasn’t studying it in a vacuum, he was asking one question the entire time: how does this put people in a better financial position? That combination of deep tax knowledge and real-world planning experience is what sets his work apart.

Casey stays sharp by staying current, consistently learning from the top practitioners and thought leaders publishing across both public and professional forums. Tax law evolves, and so does his approach. Outside of work, Casey is focused on what matters most: family and getting outside as much as possible.

If you’re a business owner or high-income professional paying a significant tax bill each year, the right planning strategy shouldn’t just pay for itself, it should return multiples. Casey’s initial consultation is the first step to finding out exactly how much you’re leaving on the table.