Robert T. Green C.P.A. P.C.

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Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

Keep Your Umbrella Handy

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Assess how many days you'll work to pay your federal tax liability.

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Estimate how much of your Social Security benefit may be considered taxable.

A Look at Systematic Withdrawals

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A couple become Retirement Plan Detectives, searching records from old employers.

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If you died, what would happen to your email archives, social profiles and online accounts?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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