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RajPrashad

Raj Prashad, CFP®, EA, ChFC

President, Eagle Tax Planning & Advisory Group LLC

Bio

Prashad is a passionate, result-driven, fee-only financial planner and tax preparer. He is the president of Eagle Tax Planning & Advisory Group LLC, located in New York. He has a knack for making clients feel comfortable, whether he is assisting them in achieving their financial and investment goals or helping them with their income taxes. He believes that everyone needs to have clear financial goals and develop a plan to achieve them.

Sessions

Tax Planning for High-Income Individuals

Hidden taxes and phaseouts can quietly erode a client’s investment returns and long-term wealth strategy. In this session, we will cover high wealth tax planning strategies to reduce investment-related tax costs.

1 CPE for AFSP, EA, CFP®, CPA, CRTP
Advanced level

Making the Leap from Schedule C to S-Corp

This session will demystify the transition for those who want to move from sole proprietorship to an S corporation (a move tax professionals are often asked to evaluate), including strategies for addressing compliance requirements and timing.

1 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level

See Raj Prashad at Taxposium