Argy, Wiltse & Robinson, P.C.

 

Rebecca has over 15 years of experience providing comprehensive income, gift and estate tax planning services to high net-worth clients.  She has in-depth experience with both tax consulting and compliance engagements for individuals, trusts, estates and not-for-profit organizations.  Rebecca takes a comprehensive approach to planning and works closely with her clients’ other advisors including attorneys, investment advisors, insurance agents and financial planners.

Prior to joining Argy, Wiltse & Robinson, P.C., Rebecca worked in the Private Client Services group at Arthur Andersen.

Education

• Bachelor of Science in Business Administration, Accounting, American University
• Masters of Science, Taxation, American University

Professional and Business Affiliations

• Certified Public Accountant, Maryland
• American Institute of Certified Public Accountants (AICPA)
• Personal Financial Specialist Credential from AICPA
• Maryland Association of Certified Public Accountants

Thought Leadership

• Using Donor-Advised Funds for Your Charitable Donations