Raj Patel, CPA, LLC dba Patel Tax & Accounting, Certified Public Accountants & Business Advisors, 1585 Oak Tree Road, Ste 203, Iselin, NJ 08830; Office: 732-283-9090; Fax 732-283-9091; Cell: 908-875-6983; www.RajPatelCPA.com; Email: Raj@RPatelCPA.com
"At Every Stage of Your Financial Life A CPA/PFS Can Help You!"
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Please click on the following link to access Concept Pieces, Presentations, Business Builders, Case Studies, and Calculator Presentations.
Charitable Giving
Estate Planning Key Numbers
Family Limited Partnership (FLP) or Limited Liability Company (FLLC)
Grantor Retained Annuity Trust (GRAT)
Income in Respect of a Decedent
Irrevocable Life Insurance Trust (ILIT)
Key Estate Planning Documents You Need
Leaving a Legacy
Planning for Incapacity
Qualified Personal Residence Trust (QPRT)
Trust Basics
Asset Protection
Basic Estate Planning
Charitable Giving Presentation
Estate Tax
Life Insurance and Estate Tax
Lifetime Transfers to Children
Planning for Incapacity Presentation
Charitable Lead Trust
Charitable Remainder Trust
Credit Shelter Trust
Domestic Self-Settled Spendthrift Trust
Donor-Advised Fund
Dynasty Trust
Private Family Foundation
Qualified Terminable Interest Property Trust
Revocable Living Trust
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