Neil Patel
CPA & Licensed Ca Real Estate Broker @Insignia Mortgage
Signup · Get unlimited contacts
WORK HISTORY
CPA & Licensed Ca Real Estate Broker @Insignia Mortgage
Beverly Hills, CA, US
Specialize in underwriting loans for self-employed borrowers and real estate investors· Create unique loan solutions for borrowers with complex financials and tax returns· Understanding of complex vesting structures: Irrevocable trust, revocable trust, LLC’s and Limited Partnerships· Ability to read foreign tax returns and knowledge on how various countries tax systems operate
EDUCATION
UC San Diego
BACHELOR OF ARTS, ECONOMICS
SKILLS
ABOUT NEIL PATEL
Neil Patel is a CPA and a licensed California real estate broker with over nine years of experience in underwriting/originated loans for self-employed borrowers and real estate investors. He specializes in creating unique loan solutions for borrowers with complex financials and tax returns, leveraging his extensive background in tax accounting for high net worth individuals.Neil graduated from the University of California San Diego with a degree in Economics and an Accounting minor. He started his career as an audit and tax accountant, where he gained valuable skills in financial reporting, tax planning, and research. He then joined Stuart A Ditsky, CPA PC, where he prepared tax returns for clients in the entertainment field and assisted with tax planning for high net worth clients. He currently works at Insignia Mortgage, where he uses his tax and accounting expertise to understand complex vesting structures, foreign tax systems, and loan guidelines. Neil\'s mission is to help his clients find the right loan for their unique situation and to provide them with excellent service and support.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.