Blog

Get Lower Taxes: 4 Last-Minute Tax Moves For Louisville Taxpayers

The first round of holiday festivities are behind us, and the nation turns its eyes to Washington DC to see if this December will be festive or glum. Well ... perhaps that's an exaggeration. Most of us don't take our cues from DC! Either way, this season marking the...

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...

Will a Trump Tax Cut (or Raise) Affect You in Louisville?

There's a lot of chatter around Washington and the media (at least the media which cares about such things) about a tax cut, and whether or not the Trump administration is actually going to do anything of substance in this area. And, of course, there's talk about tax...

A Credit Freeze How-To, and Why Kevin Roberts Recommends It Now

I hope you're well today. This is the final week before extended returns are due (Monday, October 16th is the due date this year), so we are working hard with those clients who placed an extension on their filing to make sure that everything is set up and filed...

Building a Better Personal Network In Louisville

We work a great deal with asset sheets and financial numbers for our Louisville clients. We're always on the hunt for ways that we can minimize tax burdens and be strategic about every available resource on behalf of the Louisville families and people we serve. But...