Raj Patel CPA LLC

02/10/2020

Sometimes things happen that we didn’t expect. We can help. Whether you’re dealing with a layoff, death of a family member, or planning for remarriage, there is a lot of planning that needs to be discussed. We encourage you to browse some of the resources on our website at https://www.rajpatelcpa.com/planning-center/ to learn more. To discuss further, give us a call or email at 732-283-9090 and [email protected].

01/13/2020

Retirement is a bittersweet milestone in everyone’s life. Knowing when to retire and the steps to take beforehand aren’t all that simple. We encourage you to browse some of the resources on our website at https://www.rajpatelcpa.com/planning-center/ to learn more. To discuss further, give us a call or email at 732-283-9090 and [email protected].

12/02/2019

Accidents happen. That’s why protection planning is vital to safeguarding yourself. To learn about disability insurance, long-term care, health savings accounts, please visit https://www.rajpatelcpa.com/planning-center/ . To discuss further, give us a call or email at 732-283-9090 and [email protected].

10/14/2019

It’s important to understand the basics of government programs and what benefits you’re entitled to. Visit our planning center at https://www.rajpatelcpa.com/planning-center/ to learn about planning for Social Security, Medicare Prescription Drug Coverage, and more. To discuss further, give us a call or email at 732-283-9090 and [email protected].

09/16/2019

You’ve worked hard to develop assets to your name. It’s important to protect them and make sure that they are helping you to achieve your goals. At https://www.rajpatelcpa.com/planning-center/ , you can learn about asset protection, basic estate planning, charitable giving, donor-advised funds, and more. To discuss further, give us a call or email at 732-283-9090 and [email protected].

08/12/2019

As parents, we want to do everything we can to help our children succeed. That’s why it’s never too early to start planning for college. At https://www.rajpatelcpa.com/planning-center/ , you’ll find information on college savings plans, education tax credits and deductions, financial aid, and saving for college. To discuss further, give us a call or email at 732-283-9090 and [email protected].

07/15/2019

If you are looking to retire in the near future, it is important to plan ahead. We invite you to visit our planning center at https://www.rajpatelcpa.com/planning-center/ to access resources regarding business succession planning and retirement plans for small businesses. To discuss further, give us a call or email at 732-283-9090 and [email protected].

07/06/2019

We've updated our website with a fresh new look. Check it out at https://www.rajpatelcpa.com!

02/13/2019

Give us a call to discuss planning for your family and your future!

Click on the links below to access concept pieces, presentations, business builders, case studies, and presentations! Business Planning Education Planning Estate Planning Government Benefits Personal Finance Protection Planning Retirement Planning Special Situations Tax Planning Business Builders Pe...

12/01/2018

Interested in planning for your family's future? Contact us today to learn more about asset protection.

08/31/2018

New Jersey Society of CPAs