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."

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

The A, B, C, & D of Medicare

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

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Social Security Taxes

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

Tax Freedom Day

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

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Retirement Plan Detectives

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

Charitable Giving: Smart from the Heart

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Safeguard Your Digital Estate

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

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