A Plus Legacy helps you protect your wealth, reduce your tax burden, and plan for a secure financial future
A Plus Legacy helps you protect your wealth, reduce your tax burden, and plan for a secure financial future
Amanda is a trusted Wealth Tax Strategist, Professional Advisor for all families, business owners, entrepreneurs, and entertainers, specializing in advanced financial strategies that go beyond traditional wealth management. With a focus on not just growing wealth but protecting it, Amanda helps clients safeguard their assets from creditors, lawsuits, the IRS and even the Federal Government.
Already maxing out your 401(K)? Now What? Contribute up to $300,000 plus to a 412(e)(3) Pension Plan for a Tax Deduction! You grow your retirement savings while protecting them from creditors, lawsuits, and business risks. Your money is not just growing—it’s legally shielded.
I help high earners, business owners, and entrepreneurs keep more of what they make by using advanced strategies to minimize taxes. With smart planning, you can avoid overpaying and keep your money working for you—legally and efficiently.
I help business owners and individuals establish 401(k) retirement plans and explore options for rolling over eligible retirement accounts from former employers. My goal is to help clients simplify their retirement planning, maximize available tax advantages, and develop a strategy aligned with their long-term financial goals.
I help homeowners explore insurance options designed to help protect their families from the financial burden of a mortgage if the unexpected happens. The goal is to help loved ones remain in their home and maintain greater financial stability during a difficult time.
I help individuals find affordable options to help cover funeral costs, burial expenses, and other end-of-life expenses. This coverage can help ease the financial and emotional burden on loved ones while providing greater peace of mind.
Indexed Universal Life insurance as a way to combine life insurance protection with the potential to build tax-advantaged cash value over time. An IUL can provide supplemental financial flexibility, access to policy cash value, and a legacy for beneficiaries
Amanda Prasad, EA
Enrolled Agent | Tax Strategy & Planning
Licensed Life Insurance Agent
California Insurance License No: 0M72677
National Producer Number (NPN): 18995075
Federal Tax Planning • Retirement Strategies • Life Insurance & Living Benefits
Enrolled to practice before the Internal Revenue Service.