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How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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5 Tips on How to Become Wealthy in Louisville

As we continue to keep our eyes on what's happening with the GOP tax reform bill in Washington, we are focusing on an entirely different kind of "tax reform" around here: Tax planning with our smartest Louisville clients. Because something that is a commonality among...

Four Simple Steps To Increase Productivity In Louisville

First of all, our hearts are with Sutherland Springs, TX. What a senseless, terrible tragedy for that community, and our nation. Words fail. +++ But as difficult as it is to "move on" from the remembrance of such things, our nation continues along with the arguments...

Roberts’ 5 Retirement Money Mistakes You Can Avoid Ahead of Time

We're turning the corner into November this week, which means that 2017 is close to being over. And based on what I've heard from more than a few of my Louisville clients, turning the corner into 2018 is going to be a welcome event. It's been a rough year for the...