Robert T. Green Cpa Pc

Tax Preparation-Investments-Professional Money Management-Estate Planning


 



A Unique Offering of Accounting and Planning Services


 

Robert T Green CPA, PC, established and serving the area since 1974, was founded as an accounting and tax services professional company, and it operated in that fashion for more than 25 years.  Many of today’s clients or their families began with Robert T. Green, Sr., and have continued to utilize the firm’s professional tax and accounting skills after his retirement.

 Tax law complexity has increased planning complexity as new regulations have been promulgated over the past century.  Realizing that tax regulations in the U.S. were becoming tightly intertwined with personal wealth planning, Robert T. Green, Jr., CPA, began to offer comprehensive financial planning and wealth management services to our tax and accounting clients in 1999.  Since Paul Whitmire, EA, CFP® joined Robert T. Green CPA in 2003, the scope of integrated tax, accounting, and wealth management planning has expanded.  In addition to individual and business tax preparation, tax planning, and consulting, our services include a variety of customized retirement plans, estate plans, family risk planning, and other wealth management services.

Robert T. Green, CPA PC employees are independent advisors.  There are no proprietary products or other inducements to sell clients certain offerings.  Our clients expect and receive the high fiduciary standards exemplified by the CPA and CFP® professionals’ code of ethics.  This was particularly valuable during the recent economic tribulations, when clients were concerned about the effect of the economy on their retirement.

Clients who have taken advantage of our services offering understand the importance of creating plans for tax efficiency, and we regularly discuss possible effects of pending tax regulations on their wealth accumulation strategy.  Because we are supported by a network of local and national professional planning experts, we generally offer one stop solutions to a large variety of tax, accounting, and wealth management topics. 

As tax laws continue to evolve and as fiscal policies continue to be uncertain, we expect that more clients will turn to financial professionals they can trust for impartial solutions to their financial needs.  Robert T. Green, CPA, PC plans to be there for them.

 

 

 

 
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Newsletters

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

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