Publications

Taxes, Estate Planning & Insurance

How to Protect What's Yours

August 27, 2009

Creating a will and health care proxy and naming beneficiaries will help protect what you've worked hard to earn.

Why You Need to Name Beneficiaries

July 20, 2009

Beneficiary designations play a crucial role when a person passes away. In fact, they can even override what's in a will. Surprised? You're not alone.

Make the Most of a Tax Refund

May 08, 2009

With many investments losing ground the past year, its more important than ever to make the most of a refund.

Tax Questions and Answers

March 24, 2009

Robert Green, CPA, responds to questions submitted by readers including discussions of tax software, wash sales, mark-to-market accounting, and more.

Six Strategies for Creating a Personal Tax "Bailout"

December 02, 2008

As the year draws to a close it's important to focus on one aspect of your finances -- taxes. Stock market losses, the presidential election, and even Congress's economic rescue package may all have a significant impact on your year-end tax planning.
 

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